|
451
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$660K
|
+$163K
|
+1,967
|
+45%
|
|
|
452
|
Yorktown Management & Research Company
Forest,
Virginia
|
$655K
|
–
|
–
|
–
|
|
|
453
|
J.W. Cole Advisors
Tampa,
Florida
|
$650K
|
+$211K
|
+2,551
|
+69%
|
|
|
454
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$641K
|
+$514K
|
+6,200
|
New
|
|
|
455
|
Argent Trust Co
Nashville,
Tennessee
|
$634K
|
-$23.5K
|
-284
|
-4%
|
|
|
456
|
Fosun International
Hong Kong,
China
|
$634K
|
–
|
–
|
–
|
|
|
457
|
Bruderman Asset Management
Locust Valley,
New York
|
$625K
|
-$846K
|
-10,206
|
-63%
|
|
|
458
|
Welch & Forbes
Boston,
Massachusetts
|
$624K
|
+$497K
|
+6,000
|
New
|
|
|
459
|
|
$623K
|
+$497K
|
+5,992
|
New
|
|
|
460
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$620K
|
–
|
–
|
–
|
|
|
461
|
Evergreen Capital Management
Bellevue,
Washington
|
$618K
|
+$4.81K
|
+58
|
+1%
|
|
|
462
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$616K
|
+$16.6K
|
+200
|
+3%
|
|
|
463
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$609K
|
+$160K
|
+1,930
|
+49%
|
|
|
464
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$606K
|
-$45.6K
|
-550
|
-9%
|
|
|
465
|
KeyBank National Association
Cleveland,
Ohio
|
$604K
|
+$24.9K
|
+301
|
+5%
|
|
|
466
|
North Star Investment Management
Chicago,
Illinois
|
$593K
|
–
|
–
|
–
|
|
|
467
|
CWA Asset Management Group
Naples,
Florida
|
$591K
|
-$22.5K
|
-272
|
-5%
|
|
|
468
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$576K
|
-$2.65K
|
-32
|
-0.6%
|
|
|
469
|
Tacita Capital
Toronto,
Ontario, Canada
|
$575K
|
+$35.2K
|
+425
|
+8%
|
|
|
470
|
Winton Group
London,
United Kingdom
|
$568K
|
+$453K
|
+5,466
|
New
|
|
|
471
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$567K
|
+$76.7K
|
+926
|
+20%
|
|
|
472
|
Lake Street Private Wealth
Chicago,
Illinois
|
$567K
|
+$80.3K
|
+969
|
+22%
|
|
|
473
|
American Portfolios Advisors
Holbrook,
New York
|
$566K
|
-$74.8K
|
-903
|
-14%
|
|
|
474
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$554K
|
-$4.97K
|
-60
|
-1%
|
|
|
475
|
Leuthold Group
Minneapolis,
Minnesota
|
$554K
|
+$441K
|
+5,325
|
New
|
|
