|
626
|
SimplyRich
Carlsbad,
California
|
$856K
|
–
|
–
|
–
|
|
|
627
|
Platform Technology Partners
New York
|
$852K
|
+$8.97K
|
+64
|
+1%
|
|
|
628
|
IndexIQ Advisors
New York
|
$848K
|
+$362K
|
+2,582
|
+88%
|
|
|
629
|
WhitTier Trust Company
Reno,
Nevada
|
$840K
|
+$23.1K
|
+165
|
+3%
|
|
|
630
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$833K
|
+$13K
|
+93
|
+2%
|
|
|
631
|
Wealthfront Advisers
Palo Alto,
California
|
$832K
|
+$319K
|
+2,273
|
+72%
|
|
|
632
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$830K
|
-$40.4K
|
-288
|
-5%
|
|
|
633
|
Longfellow Investment Management
Boston,
Massachusetts
|
$827K
|
+$753K
|
+5,369
|
New
|
|
|
634
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$825K
|
+$751K
|
+5,361
|
New
|
|
|
635
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$821K
|
+$115K
|
+823
|
+18%
|
|
|
636
|
Advisornet Financial
Minnetonka,
Minnesota
|
$819K
|
+$59.7K
|
+426
|
+9%
|
|
|
637
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$817K
|
+$744K
|
+5,307
|
New
|
|
|
638
|
Dowling & Yahnke
San Diego,
California
|
$815K
|
+$7.57K
|
+54
|
+1%
|
|
|
639
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$812K
|
-$210K
|
-1,500
|
-22%
|
|
|
640
|
Quest Capital Management
Dallas,
Texas
|
$812K
|
-$2.24K
|
-16
|
-0.3%
|
|
|
641
|
|
$810K
|
+$316K
|
+2,252
|
+75%
|
|
|
642
|
SRB Corp
Boston,
Massachusetts
|
$804K
|
+$66.7K
|
+476
|
+10%
|
|
|
643
|
Valmark Advisers
Akron,
Ohio
|
$792K
|
+$721K
|
+5,147
|
New
|
|
|
644
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$789K
|
-$14.7K
|
-105
|
-2%
|
|
|
645
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$782K
|
+$404K
|
+2,880
|
+131%
|
|
|
646
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$780K
|
-$49.2K
|
-351
|
-6%
|
|
|
647
|
Harfst & Associates
Sheridan,
Wyoming
|
$770K
|
-$2.8K
|
-20
|
-0.4%
|
|
|
648
|
RMR Wealth Builders
Montclair,
New Jersey
|
$759K
|
-$53.3K
|
-380
|
-7%
|
|
|
649
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$752K
|
–
|
–
|
–
|
|
|
650
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$752K
|
+$280
|
+2
|
+0%
|
|
