|
501
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$607K
|
+$275K
|
+1,273
|
+95%
|
|
|
502
|
Gabelli Funds
Rye,
New York
|
$604K
|
–
|
–
|
–
|
|
|
503
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$596K
|
+$548K
|
+2,533
|
New
|
|
|
504
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$595K
|
-$14.5K
|
-67
|
-3%
|
|
|
505
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$591K
|
+$23.8K
|
+110
|
+5%
|
|
|
506
|
RFG Advisory
Birmingham,
Alabama
|
$590K
|
+$41.3K
|
+191
|
+8%
|
|
|
507
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$589K
|
–
|
–
|
–
|
|
|
508
|
HNP Capital
Rochester,
New York
|
$581K
|
–
|
–
|
–
|
|
|
509
|
Vectors Research Management
New York
|
$581K
|
–
|
–
|
–
|
|
|
510
|
Ritholtz Wealth Management
New York
|
$576K
|
+$53.4K
|
+247
|
+11%
|
|
|
511
|
Realta Investment Advisors
Wilmington,
Delaware
|
$573K
|
+$533K
|
+2,467
|
New
|
|
|
512
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$571K
|
-$40K
|
-185
|
-8%
|
|
|
513
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$567K
|
-$146K
|
-676
|
-22%
|
|
|
514
|
Dupont Capital Management
Wilmington,
Delaware
|
$559K
|
-$160K
|
-739
|
-24%
|
|
|
515
|
Ceeto Capital Group
Coral Gables,
Florida
|
$558K
|
–
|
–
|
–
|
|
|
516
|
Domani Wealth
Lancaster,
Pennsylvania
|
$558K
|
–
|
–
|
–
|
|
|
517
|
Pettee Investors
Rowayton,
Connecticut
|
$558K
|
–
|
–
|
–
|
|
|
518
|
Appleton Partners
Boston,
Massachusetts
|
$557K
|
-$3.24K
|
-15
|
-0.6%
|
|
|
519
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$555K
|
-$32.4K
|
-150
|
-6%
|
|
|
520
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$551K
|
+$31.8K
|
+147
|
+7%
|
|
|
521
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$551K
|
+$512K
|
+2,369
|
New
|
|
|
522
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$549K
|
–
|
–
|
–
|
|
|
523
|
Mairs & Power Inc
St Paul,
Minnesota
|
$549K
|
–
|
–
|
–
|
|
|
524
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$549K
|
+$19.5K
|
+90
|
+4%
|
|
|
525
|
Penobscot Investment Management
Boston,
Massachusetts
|
$547K
|
–
|
–
|
–
|
|
