|
551
|
|
$975K
|
+$302K
|
+2,565
|
+61%
|
|
|
552
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$974K
|
+$74.7K
|
+634
|
+9%
|
|
|
553
|
Spire Wealth Management
Mclean,
Virginia
|
$972K
|
+$891K
|
+7,567
|
New
|
|
|
554
|
Meag Munich Ergo
Munich,
Germany
|
$971K
|
+$899K
|
+7,630
|
New
|
|
|
555
|
Family Legacy Inc
Greenville,
South Carolina
|
$956K
|
+$707
|
+6
|
+0.1%
|
|
|
556
|
Asset Dedication LLC
San Francisco,
California
|
$935K
|
-$136K
|
-1,155
|
-14%
|
|
|
557
|
Navalign LLC
Encino,
California
|
$933K
|
+$864K
|
+7,335
|
New
|
|
|
558
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$923K
|
+$232K
|
+1,968
|
+37%
|
|
|
559
|
Compton Capital Management
Providence,
Rhode Island
|
$916K
|
–
|
–
|
–
|
|
|
560
|
TD Private Client Wealth
New York
|
$916K
|
+$715K
|
+6,067
|
+536%
|
|
|
561
|
Plimoth Trust
Plymouth,
Massachusetts
|
$910K
|
+$26K
|
+221
|
+3%
|
|
|
562
|
Montag & Associates
Atlanta,
Georgia
|
$897K
|
-$514K
|
-4,364
|
-38%
|
|
|
563
|
|
$895K
|
-$622K
|
-5,280
|
-43%
|
|
|
564
|
Montecito Bank & Trust
Santa Barbara,
California
|
$892K
|
-$145K
|
-1,233
|
-15%
|
|
|
565
|
Profund Advisors
Bethesda,
Maryland
|
$891K
|
+$159K
|
+1,351
|
+24%
|
|
|
566
|
Gabelli Funds
Rye,
New York
|
$878K
|
–
|
–
|
–
|
|
|
567
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$872K
|
+$135K
|
+1,146
|
+20%
|
|
|
568
|
Allstate Corporation
Northbrook,
Illinois
|
$870K
|
+$92.5K
|
+785
|
+13%
|
|
|
569
|
Palladium Partners
Norfolk,
Virginia
|
$860K
|
-$12.8K
|
-109
|
-2%
|
|
|
570
|
Stelac Advisory Services
New York
|
$859K
|
-$80.7K
|
-685
|
-9%
|
|
|
571
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$856K
|
+$793K
|
+6,728
|
New
|
|
|
572
|
Allworth Financial
Folsom,
California
|
$847K
|
+$758K
|
+6,431
|
+2,884%
|
|
|
573
|
Wedbush Securities
Los Angeles,
California
|
$844K
|
+$112K
|
+951
|
+17%
|
|
|
574
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$837K
|
+$775K
|
+6,580
|
New
|
|
|
575
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$835K
|
–
|
–
|
–
|
|
