|
126
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$835K
|
+$210K
|
+5,863
|
+32%
|
|
|
127
|
Creative Planning
Overland Park,
Kansas
|
$832K
|
+$114K
|
+3,178
|
+15%
|
|
|
128
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$812K
|
-$12.8K
|
-357
|
-2%
|
|
|
129
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$807K
|
+$252K
|
+7,058
|
+44%
|
|
|
130
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$803K
|
-$9.97K
|
-279
|
-1%
|
|
|
131
|
Bard Financial Services
Branford,
Connecticut
|
$778K
|
+$442K
|
+12,375
|
+124%
|
|
|
132
|
MML Investors Services
Springfield,
Massachusetts
|
$748K
|
+$293K
|
+8,186
|
+61%
|
|
|
133
|
Profund Advisors
Bethesda,
Maryland
|
$727K
|
-$110K
|
-3,072
|
-13%
|
|
|
134
|
Forum Financial Management
Lombard,
Illinois
|
$727K
|
–
|
–
|
–
|
|
|
135
|
Mather Group
Chicago,
Illinois
|
$694K
|
+$32.9K
|
+921
|
+5%
|
|
|
136
|
Mission Wealth Management
Santa Barbara,
California
|
$693K
|
+$101K
|
+2,813
|
+16%
|
|
|
137
|
CPWM LLC
Seattle,
Washington
|
$689K
|
+$23.9K
|
+668
|
+3%
|
|
|
138
|
Allianz Asset Management
Munich,
Germany
|
$669K
|
–
|
–
|
–
|
|
|
139
|
FDx Advisors
Chicago,
Illinois
|
$668K
|
+$314K
|
+8,781
|
+84%
|
|
|
140
|
SignatureFD
Atlanta,
Georgia
|
$667K
|
+$105K
|
+2,949
|
+18%
|
|
|
141
|
TD Private Client Wealth
New York
|
$652K
|
+$336K
|
+9,395
|
+100%
|
|
|
142
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$632K
|
+$180K
|
+5,045
|
+39%
|
|
|
143
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$615K
|
+$58.6K
|
+1,641
|
+10%
|
|
|
144
|
Thompson Davis & Co
Richmond,
Virginia
|
$594K
|
+$381K
|
+10,650
|
+165%
|
|
|
145
|
Avantax Advisory Services
Dallas,
Texas
|
$591K
|
+$220K
|
+6,148
|
+57%
|
|
|
146
|
Banco Santander
Madrid,
Spain
|
$591K
|
+$608K
|
+17,016
|
New
|
|
|
147
|
New England Research & Management
Chicago,
Illinois
|
$580K
|
+$596K
|
+16,675
|
New
|
|
|
148
|
Advisory Research
Chicago,
Illinois
|
$579K
|
+$286
|
+8
|
+0%
|
|
|
149
|
SeaCrest Wealth Management
Purchase,
New York
|
$568K
|
+$96.5K
|
+2,700
|
+20%
|
|
|
150
|
Bay Colony Advisors
Concord,
Massachusetts
|
$560K
|
+$521K
|
+14,572
|
New
|
|
