|
1001
|
Personal Capital Advisors
Redwood City,
California
|
$435K
|
+$56.4K
|
+282
|
+20%
|
|
|
1002
|
Arax Advisory Partners
Denver,
Colorado
|
$433K
|
-$12.8K
|
-64
|
-4%
|
|
|
1003
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$432K
|
-$116K
|
-579
|
-25%
|
|
|
1004
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$428K
|
-$67.4K
|
-337
|
-17%
|
|
|
1005
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$428K
|
–
|
–
|
–
|
|
|
1006
|
Penserra Capital Management
Orinda,
California
|
$428K
|
+$15K
|
+75
|
+5%
|
|
|
1007
|
Bluefin Capital Management
New York
|
$426K
|
–
|
–
|
–
|
|
|
1008
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$426K
|
+$338K
|
+1,692
|
New
|
|
|
1009
|
SouthState Corp
Winter Haven,
Florida
|
$425K
|
-$2K
|
-10
|
-0.6%
|
|
|
1010
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$425K
|
+$154K
|
+770
|
+84%
|
|
|
1011
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$423K
|
+$336K
|
+1,682
|
New
|
|
|
1012
|
Wedgewood Investors
Erie,
Pennsylvania
|
$421K
|
–
|
–
|
–
|
|
|
1013
|
TrinityPoint Wealth
Milford,
Connecticut
|
$421K
|
+$24K
|
+120
|
+8%
|
|
|
1014
|
HYA Advisors
Springfield,
Missouri
|
$419K
|
+$600
|
+3
|
+0.2%
|
|
|
1015
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$417K
|
+$332K
|
+1,659
|
New
|
|
|
1016
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$416K
|
+$331K
|
+1,655
|
New
|
|
|
1017
|
Great Diamond Partners
Portland,
Maine
|
$415K
|
–
|
–
|
–
|
|
|
1018
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$414K
|
-$12.6K
|
-63
|
-4%
|
|
|
1019
|
Garde Capital
Seattle,
Washington
|
$413K
|
-$2K
|
-10
|
-0.6%
|
|
|
1020
|
Shelton Capital Management
Denver,
Colorado
|
$412K
|
-$3.38M
|
-16,889
|
-91%
|
|
|
1021
|
Valley Wealth Managers
Paramus,
New Jersey
|
$412K
|
-$5K
|
-25
|
-2%
|
|
|
1022
|
Chilton Investment Company
Stamford,
Connecticut
|
$412K
|
+$328K
|
+1,638
|
New
|
|
|
1023
|
Tiemann Investment Advisors
Menlo Park,
California
|
$410K
|
+$22K
|
+110
|
+7%
|
|
|
1024
|
Jones Financial Companies
Des Peres,
Missouri
|
$407K
|
-$23.4K
|
-117
|
-7%
|
|
|
1025
|
Marietta Wealth Management
Marietta,
Georgia
|
$407K
|
-$16K
|
-80
|
-5%
|
|
