|
26
|
M&T Bank
Buffalo,
New York
|
$559K
|
+$42.8K
|
+14,338
|
+8%
|
|
|
27
|
|
$532K
|
+$557K
|
+186,528
|
New
|
|
|
28
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$518K
|
+$341K
|
+114,033
|
+168%
|
|
|
29
|
Advisor Partners
Walnut Creek,
California
|
$517K
|
-$7.94K
|
-2,659
|
-1%
|
|
|
30
|
Guggenheim Capital
Chicago,
Illinois
|
$313K
|
+$328K
|
+109,930
|
New
|
|
|
31
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$296K
|
-$147K
|
-49,221
|
-32%
|
|
|
32
|
Eagle Asset Management
St Petersburg,
Florida
|
$281K
|
+$16.7K
|
+5,602
|
+6%
|
|
|
33
|
Franklin Resources
San Mateo,
California
|
$229K
|
+$4.18K
|
+1,399
|
+2%
|
|
|
34
|
Ritholtz Wealth Management
New York
|
$214K
|
+$225K
|
+75,245
|
New
|
|
|
35
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$209K
|
+$43.8K
|
+14,684
|
+25%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$198K
|
+$53.7K
|
+17,993
|
+35%
|
|
|
37
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$196K
|
-$1.84K
|
-618
|
-0.9%
|
|
|
38
|
Mercer Global Advisors
Denver,
Colorado
|
$185K
|
+$25.9K
|
+8,676
|
+15%
|
|
|
39
|
Corient Capital Partners
Newport Beach,
California
|
$179K
|
+$51.6K
|
+17,291
|
+38%
|
|
|
40
|
West Family Investments
Carlsbad,
California
|
$179K
|
+$187K
|
+62,775
|
New
|
|
|
41
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$178K
|
-$9.33K
|
-3,125
|
-5%
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
$172K
|
+$180K
|
+60,225
|
New
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$161K
|
-$195K
|
-65,344
|
-54%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$156K
|
-$7.1K
|
-2,379
|
-4%
|
|
|
45
|
Checchi Capital Advisers
Beverly Hills,
California
|
$154K
|
+$6.71K
|
+2,247
|
+4%
|
|
|
46
|
Clarius Group LLC
Seattle,
Washington
|
$152K
|
+$8.4K
|
+2,812
|
+6%
|
|
|
47
|
Sage Rhino Capital
Menlo Park,
California
|
$147K
|
+$6.55K
|
+2,193
|
+4%
|
|
|
48
|
Morningstar Investment Services
Chicago,
Illinois
|
$143K
|
+$30.2K
|
+10,104
|
+26%
|
|
|
49
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$139K
|
+$41.4K
|
+13,874
|
+40%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$138K
|
-$12.6K
|
-4,236
|
-8%
|
|
