|
626
|
Parallel Advisors
San Francisco,
California
|
$504K
|
+$39.3K
|
+284
|
+8%
|
|
|
627
|
INVST
Indianapolis,
Indiana
|
$500K
|
+$37.7K
|
+272
|
+8%
|
|
|
628
|
Private Trust Company
Cleveland,
Ohio
|
$496K
|
-$41K
|
-296
|
-7%
|
|
|
629
|
Mission Wealth Management
Santa Barbara,
California
|
$492K
|
+$140K
|
+1,012
|
+39%
|
|
|
630
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$484K
|
-$6.65K
|
-48
|
-1%
|
|
|
631
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$481K
|
-$168K
|
-1,212
|
-25%
|
|
|
632
|
Putnam Investments
Boston,
Massachusetts
|
$478K
|
-$1.45M
|
-10,473
|
-75%
|
|
|
633
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$471K
|
+$29.6K
|
+214
|
+7%
|
|
|
634
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$468K
|
–
|
–
|
–
|
|
|
635
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$467K
|
+$2.35K
|
+17
|
+0.5%
|
|
|
636
|
Csenge Advisory Group
Clearwater,
Florida
|
$465K
|
+$4.16K
|
+30
|
+0.9%
|
|
|
637
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$465K
|
+$25.9K
|
+187
|
+6%
|
|
|
638
|
|
$464K
|
+$39.8K
|
+287
|
+9%
|
|
|
639
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$459K
|
+$7.62K
|
+55
|
+2%
|
|
|
640
|
Donaldson Capital Management
Evansville,
Indiana
|
$458K
|
-$4.85K
|
-35
|
-1%
|
|
|
641
|
Ellsworth Advisors
Hudson,
Ohio
|
$455K
|
+$1.39K
|
+10
|
+0.3%
|
|
|
642
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$454K
|
+$465K
|
+3,353
|
New
|
|
|
643
|
E Fund Management
Guangzhou,
China
|
$453K
|
+$464K
|
+3,346
|
New
|
|
|
644
|
Anchor Investment Management
Columbia,
South Carolina
|
$447K
|
+$410K
|
+2,957
|
+850%
|
|
|
645
|
RMR Wealth Builders
Montclair,
New Jersey
|
$446K
|
–
|
–
|
–
|
|
|
646
|
Private Portfolio Partners
Paramus,
New Jersey
|
$433K
|
–
|
–
|
–
|
|
|
647
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$433K
|
-$7.69M
|
-55,527
|
-95%
|
|
|
648
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$433K
|
+$56.4K
|
+407
|
+15%
|
|
|
649
|
|
$432K
|
+$243K
|
+1,752
|
+122%
|
|
|
650
|
Mutual Advisors
Omaha,
Nebraska
|
$432K
|
+$442K
|
+3,193
|
New
|
|
