|
26
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$997K
|
+$43.6K
|
+14,255
|
+4%
|
|
|
27
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$984K
|
-$219K
|
-71,521
|
-17%
|
|
|
28
|
Forum Financial Management
Lombard,
Illinois
|
$814K
|
+$128
|
+42
|
+0%
|
|
|
29
|
Advisor Partners II
Walnut Creek,
California
|
$798K
|
+$94.7K
|
+30,955
|
+12%
|
|
|
30
|
M&T Bank
Buffalo,
New York
|
$685K
|
+$146K
|
+47,642
|
+24%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$634K
|
+$376K
|
+123,066
|
+121%
|
|
|
32
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$598K
|
–
|
–
|
–
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$587K
|
-$18K
|
-5,880
|
-3%
|
|
|
34
|
|
$570K
|
-$107K
|
-35,144
|
-15%
|
|
|
35
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$564K
|
+$52.1K
|
+17,022
|
+9%
|
|
|
36
|
|
$546K
|
+$483K
|
+158,013
|
+444%
|
|
|
37
|
Corient Private Wealth
Miami,
Florida
|
$525K
|
+$204K
|
+66,543
|
+56%
|
|
|
38
|
Inspire Investing
Meridian,
Idaho
|
$515K
|
+$559K
|
+182,740
|
New
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$497K
|
+$53.8K
|
+17,607
|
+11%
|
|
|
40
|
Naviter Wealth
Little Rock,
Arkansas
|
$471K
|
+$510K
|
+166,849
|
New
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$422K
|
+$12.5K
|
+4,095
|
+3%
|
|
|
42
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$419K
|
+$50.9K
|
+16,658
|
+13%
|
|
|
43
|
Capricorn Fund Managers
London,
United Kingdom
|
$390K
|
-$116K
|
-37,798
|
-21%
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
$373K
|
-$212K
|
-69,475
|
-34%
|
|
|
45
|
SignatureFD
Atlanta,
Georgia
|
$319K
|
+$35.5K
|
+11,610
|
+11%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$290K
|
+$57.3K
|
+18,736
|
+22%
|
|
|
47
|
Advisors Asset Management
Monument,
Colorado
|
$289K
|
-$596
|
-195
|
-0.2%
|
|
|
48
|
AlphaQ Advisors
Winter Park,
Florida
|
$283K
|
+$307K
|
+100,385
|
New
|
|
|
49
|
West Family Investments
Carlsbad,
California
|
$275K
|
-$26.1K
|
-8,525
|
-8%
|
|
|
50
|
Leuthold Group
Minneapolis,
Minnesota
|
$271K
|
-$16.6K
|
-5,420
|
-5%
|
|
