|
276
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$475K
|
+$469K
|
+7,905
|
New
|
|
|
277
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$467K
|
+$462K
|
+7,783
|
New
|
|
|
278
|
Veritable
Wilmington,
Delaware
|
$457K
|
+$1.13K
|
+19
|
+0.3%
|
|
|
279
|
Legal Advantage Investments
Los Altos Hills,
California
|
$456K
|
–
|
–
|
–
|
|
|
280
|
Gotham Asset Management
New York
|
$455K
|
+$262K
|
+4,422
|
+140%
|
|
|
281
|
|
$453K
|
+$448K
|
+7,547
|
New
|
|
|
282
|
Mission Wealth Management
Santa Barbara,
California
|
$441K
|
+$31.8K
|
+535
|
+8%
|
|
|
283
|
Altium Wealth Management
Purchase,
New York
|
$441K
|
+$47.9K
|
+807
|
+12%
|
|
|
284
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$440K
|
+$436K
|
+7,338
|
New
|
|
|
285
|
New England Research & Management
Chicago,
Illinois
|
$429K
|
–
|
–
|
–
|
|
|
286
|
Cigna Investments
Bloomfield,
Connecticut
|
$423K
|
-$139K
|
-2,340
|
-25%
|
|
|
287
|
Twin Tree Management
Dallas,
Texas
|
$419K
|
+$414K
|
+6,979
|
New
|
|
|
288
|
UMB Bank
Kansas City,
Missouri
|
$417K
|
+$412K
|
+6,944
|
New
|
|
|
289
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$415K
|
+$286K
|
+4,814
|
+229%
|
|
|
290
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$411K
|
+$208K
|
+3,505
|
+105%
|
|
|
291
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$409K
|
-$61.4K
|
-1,034
|
-13%
|
|
|
292
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$407K
|
+$594
|
+10
|
+0.1%
|
|
|
293
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$406K
|
+$9.73K
|
+164
|
+2%
|
|
|
294
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$398K
|
-$181K
|
-3,042
|
-31%
|
|
|
295
|
OneAscent Financial Services
Birmingham,
Alabama
|
$397K
|
+$32.5K
|
+548
|
+9%
|
|
|
296
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$380K
|
+$375K
|
+6,325
|
New
|
|
|
297
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$371K
|
–
|
–
|
–
|
|
|
298
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$367K
|
+$475
|
+8
|
+0.1%
|
|
|
299
|
Diversified Trust
Memphis,
Tennessee
|
$365K
|
+$361K
|
+6,086
|
New
|
|
|
300
|
Financial & Tax Architects
St Louis,
Missouri
|
$362K
|
+$10.3K
|
+174
|
+3%
|
|
