|
401
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$250K
|
+$1.04K
|
+32
|
+0.4%
|
|
|
402
|
Mather Group
Chicago,
Illinois
|
$246K
|
-$17.4K
|
-536
|
-6%
|
|
|
403
|
DRW Securities
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
404
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$239K
|
-$58.8K
|
-1,808
|
-19%
|
|
|
405
|
Alta Capital Management
Salt Lake City,
Utah
|
$236K
|
-$3.9K
|
-120
|
-2%
|
|
|
406
|
Blue Square Asset Management
New York
|
$225K
|
-$402K
|
-12,380
|
-63%
|
|
|
407
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$222K
|
+$235K
|
+7,230
|
New
|
|
|
408
|
Sierra Capital
Miami,
Florida
|
$220K
|
-$121K
|
-3,728
|
-34%
|
|
|
409
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$220K
|
-$6.17K
|
-190
|
-3%
|
|
|
410
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$218K
|
+$231K
|
+7,118
|
New
|
|
|
411
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$211K
|
+$218K
|
+6,704
|
New
|
|
|
412
|
Capstone Investment Advisors
New York
|
$210K
|
+$223K
|
+6,848
|
New
|
|
|
413
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$207K
|
-$12.8K
|
-394
|
-6%
|
|
|
414
|
Eaton Vance Management
Boston,
Massachusetts
|
$205K
|
-$7.02K
|
-216
|
-3%
|
|
|
415
|
KB Financial Partners
Princeton,
New Jersey
|
$202K
|
+$15.1K
|
+464
|
+8%
|
|
|
416
|
Cetera Advisors
Denver,
Colorado
|
$201K
|
-$12K
|
-368
|
-5%
|
|
|
417
|
UMB Bank
Kansas City,
Missouri
|
$201K
|
–
|
–
|
–
|
|
|
418
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$200K
|
+$212K
|
+6,528
|
New
|
|
|
419
|
Cutler Group
San Francisco,
California
|
$199K
|
-$19.1K
|
-588
|
-8%
|
|
|
420
|
Central Trust Company
Jefferson City,
Missouri
|
$196K
|
-$516K
|
-15,876
|
-71%
|
|
|
421
|
Brown Brothers Harriman & Co
New York
|
$189K
|
+$167K
|
+5,142
|
+504%
|
|
|
422
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$187K
|
+$198K
|
+6,100
|
New
|
|
|
423
|
Mondrian Investment Partners
London,
United Kingdom
|
$185K
|
+$40K
|
+1,230
|
+26%
|
|
|
424
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$164K
|
-$20.7K
|
-638
|
-11%
|
|
|
425
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$156K
|
–
|
–
|
–
|
|
