|
101
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$419K
|
+$217K
|
+9,593
|
+105%
|
|
|
102
|
Venturi Wealth Management
Austin,
Texas
|
$414K
|
+$47.4K
|
+2,100
|
+13%
|
|
|
103
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$408K
|
+$94K
|
+4,161
|
+30%
|
|
|
104
|
M&T Bank
Buffalo,
New York
|
$396K
|
+$62.8K
|
+2,780
|
+19%
|
|
|
105
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$386K
|
+$16.1K
|
+713
|
+4%
|
|
|
106
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$374K
|
-$25.7K
|
-1,136
|
-6%
|
|
|
107
|
Credential Qtrade Securities
Vancouver,
|
$372K
|
-$2.58K
|
-114
|
-0.7%
|
|
|
108
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$338K
|
-$44.9K
|
-1,987
|
-12%
|
|
|
109
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$326K
|
-$68.1K
|
-3,017
|
-17%
|
|
|
110
|
|
$323K
|
-$41.4K
|
-1,835
|
-11%
|
|
|
111
|
Whittier Trust
South Pasadena,
California
|
$321K
|
-$1.58K
|
-70
|
-0.5%
|
|
|
112
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$301K
|
-$84.2K
|
-3,728
|
-22%
|
|
|
113
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$295K
|
-$76.7K
|
-3,395
|
-20%
|
|
|
114
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$291K
|
+$294K
|
+13,018
|
New
|
|
|
115
|
Charles Schwab
San Francisco,
California
|
$284K
|
-$75.9K
|
-3,361
|
-21%
|
|
|
116
|
Eaton Vance Management
Boston,
Massachusetts
|
$277K
|
-$3.79K
|
-168
|
-1%
|
|
|
117
|
Checchi Capital Advisers
Beverly Hills,
California
|
$275K
|
-$9.01K
|
-399
|
-3%
|
|
|
118
|
AssetMark Inc
Concord,
California
|
$275K
|
+$63.5K
|
+2,812
|
+30%
|
|
|
119
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$270K
|
+$274K
|
+12,127
|
New
|
|
|
120
|
Veritable
Wilmington,
Delaware
|
$264K
|
-$49.7K
|
-2,201
|
-16%
|
|
|
121
|
Rock Point Advisors
Burlington,
Vermont
|
$262K
|
-$18.1K
|
-800
|
-6%
|
|
|
122
|
Mission Wealth Management
Santa Barbara,
California
|
$262K
|
+$11.3K
|
+501
|
+4%
|
|
|
123
|
Ballentine Partners
Waltham,
Massachusetts
|
$256K
|
-$8.31K
|
-368
|
-3%
|
|
|
124
|
TD Private Client Wealth
New York
|
$250K
|
-$229K
|
-10,120
|
-47%
|
|
|
125
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$240K
|
-$39.7K
|
-1,759
|
-14%
|
|
