|
401
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.05M
|
+$121K
|
+1,438
|
+12%
|
|
|
402
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.05M
|
-$91.7K
|
-1,086
|
-7%
|
|
|
403
|
SimplyRich
Carlsbad,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
404
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.02M
|
+$259K
|
+3,071
|
+29%
|
|
|
405
|
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
|
$997K
|
-$110K
|
-1,300
|
-9%
|
|
|
406
|
D.A. Davidson & Co
Great Falls,
Montana
|
$983K
|
+$109K
|
+1,287
|
+11%
|
|
|
407
|
Affinity Investment Advisors
Newport Beach,
California
|
$970K
|
+$7.86K
|
+93
|
+0.7%
|
|
|
408
|
Foresight Wealth Management
Draper,
Utah
|
$960K
|
+$107K
|
+1,267
|
+11%
|
|
|
409
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$957K
|
-$123K
|
-1,460
|
-10%
|
|
|
410
|
Mutual Advisors
Omaha,
Nebraska
|
$954K
|
+$138K
|
+1,638
|
+15%
|
|
|
411
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$947K
|
-$33.7K
|
-399
|
-3%
|
|
|
412
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$939K
|
+$1.05M
|
+12,479
|
New
|
|
|
413
|
Winton Group
London,
United Kingdom
|
$938K
|
-$278K
|
-3,296
|
-21%
|
|
|
414
|
Advisor Partners II
Walnut Creek,
California
|
$938K
|
+$1.05M
|
+12,462
|
New
|
|
|
415
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$936K
|
+$10.9K
|
+129
|
+1%
|
|
|
416
|
Zurich Insurance Group
Zurich,
Switzerland
|
$933K
|
–
|
–
|
–
|
|
|
417
|
CSU Producer Resources
Fairfield,
Ohio
|
$929K
|
–
|
–
|
–
|
|
|
418
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$928K
|
–
|
–
|
–
|
|
|
419
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$926K
|
+$168K
|
+1,987
|
+19%
|
|
|
420
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$917K
|
+$255K
|
+3,014
|
+33%
|
|
|
421
|
Freedom Investment Management
Hartford,
Connecticut
|
$908K
|
-$24.8K
|
-293
|
-2%
|
|
|
422
|
Palumbo Wealth Management
Great Neck,
New York
|
$906K
|
+$31.8K
|
+376
|
+3%
|
|
|
423
|
NewEdge Advisors
New Orleans,
Louisiana
|
$891K
|
+$117K
|
+1,387
|
+13%
|
|
|
424
|
Virtus Family Office
El Paso,
Texas
|
$885K
|
+$993K
|
+11,756
|
New
|
|
|
425
|
Nordea Investment Management
Stockholm,
Sweden
|
$884K
|
–
|
–
|
–
|
|
