|
51
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$186K
|
+$8.38K
|
+1,291
|
+5%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$185K
|
+$8.29K
|
+1,277
|
+5%
|
|
|
53
|
SG Americas Securities
New York
|
$182K
|
–
|
–
|
–
|
|
|
54
|
Great Lakes Advisors
Chicago,
Illinois
|
$175K
|
–
|
–
|
–
|
|
|
55
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$163K
|
+$10.8K
|
+1,658
|
+7%
|
|
|
56
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$159K
|
-$181K
|
-27,857
|
-54%
|
|
|
57
|
Intersect Capital
San Ramon,
California
|
$159K
|
+$156K
|
+24,089
|
New
|
|
|
58
|
|
$159K
|
+$158K
|
+24,298
|
New
|
|
|
59
|
Advisor Partners
Walnut Creek,
California
|
$158K
|
+$1.89K
|
+291
|
+1%
|
|
|
60
|
Maverick Capital
Dallas,
Texas
|
$136K
|
-$1.01M
|
-155,227
|
-88%
|
|
|
61
|
Ballentine Partners
Waltham,
Massachusetts
|
$136K
|
-$136
|
-21
|
-0.1%
|
|
|
62
|
Wells Fargo
San Francisco,
California
|
$135K
|
-$29.1K
|
-4,482
|
-18%
|
|
|
63
|
West Family Investments
Carlsbad,
California
|
$135K
|
–
|
–
|
–
|
|
|
64
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$123K
|
+$27K
|
+4,165
|
+29%
|
|
|
65
|
Caprock Group
Boise,
Idaho
|
$123K
|
+$59.5K
|
+9,162
|
+96%
|
|
|
66
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$123K
|
+$122K
|
+18,732
|
New
|
|
|
67
|
Forum Financial Management
Lombard,
Illinois
|
$114K
|
+$112K
|
+17,293
|
New
|
|
|
68
|
|
$113K
|
+$110K
|
+16,958
|
+10,154%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$112K
|
-$63.8K
|
-9,818
|
-36%
|
|
|
70
|
Franklin Resources
San Mateo,
California
|
$112K
|
–
|
–
|
–
|
|
|
71
|
DRW Securities
Chicago,
Illinois
|
$108K
|
–
|
–
|
–
|
|
|
72
|
Sequoia Financial Advisors
Akron,
Ohio
|
$105K
|
+$104K
|
+15,997
|
New
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$103K
|
+$103K
|
+15,812
|
New
|
|
|
74
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$100K
|
+$8.79K
|
+1,353
|
+10%
|
|
|
75
|
|
$97K
|
+$98.4K
|
+15,155
|
New
|
|
