|
101
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$398K
|
-$48K
|
-2,094
|
-11%
|
|
|
102
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$391K
|
+$76.9K
|
+3,356
|
+28%
|
|
|
103
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$387K
|
+$359K
|
+15,684
|
New
|
|
|
104
|
|
$379K
|
+$21K
|
+917
|
+6%
|
|
|
105
|
Mission Wealth Management
Santa Barbara,
California
|
$371K
|
+$76.3K
|
+3,330
|
+28%
|
|
|
106
|
Whittier Trust
South Pasadena,
California
|
$354K
|
–
|
–
|
–
|
|
|
107
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$345K
|
+$7.81K
|
+341
|
+3%
|
|
|
108
|
Eaton Vance Management
Boston,
Massachusetts
|
$343K
|
+$34.5K
|
+1,505
|
+12%
|
|
|
109
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$342K
|
+$71.4K
|
+3,119
|
+29%
|
|
|
110
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$337K
|
-$70K
|
-3,055
|
-18%
|
|
|
111
|
Checchi Capital Advisers
Beverly Hills,
California
|
$307K
|
+$4.19K
|
+183
|
+1%
|
|
|
112
|
FourThought Financial
Venice,
Florida
|
$307K
|
+$285K
|
+12,456
|
New
|
|
|
113
|
Phoenix Financial
Givatayim,
Israel
|
$298K
|
+$277K
|
+12,097
|
New
|
|
|
114
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$290K
|
-$76.9K
|
-3,356
|
-22%
|
|
|
115
|
Rock Point Advisors
Burlington,
Vermont
|
$289K
|
–
|
–
|
–
|
|
|
116
|
RhumbLine Advisers
Boston,
Massachusetts
|
$289K
|
+$268K
|
+11,705
|
New
|
|
|
117
|
Ballentine Partners
Waltham,
Massachusetts
|
$288K
|
+$4.63K
|
+202
|
+2%
|
|
|
118
|
Veritable
Wilmington,
Delaware
|
$287K
|
-$3.5K
|
-153
|
-1%
|
|
|
119
|
HighTower Advisors
Chicago,
Illinois
|
$287K
|
+$267K
|
+11,677
|
New
|
|
|
120
|
TD Private Client Wealth
New York
|
$284K
|
+$7.86K
|
+343
|
+3%
|
|
|
121
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$281K
|
+$60.9K
|
+2,657
|
+30%
|
|
|
122
|
Bailard
Foster City,
California
|
$279K
|
+$41K
|
+1,791
|
+19%
|
|
|
123
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$263K
|
+$43.9K
|
+1,915
|
+22%
|
|
|
124
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$261K
|
-$91.2K
|
-3,982
|
-27%
|
|
|
125
|
WCM Investment Management
Laguna Beach,
California
|
$258K
|
+$240K
|
+10,480
|
New
|
|
