|
226
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.73M
|
+$299K
|
+12,545
|
+22%
|
|
|
227
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$1.7M
|
-$136K
|
-5,730
|
-8%
|
|
|
228
|
Avalon Investment & Advisory
Houston,
Texas
|
$1.69M
|
-$647K
|
-27,170
|
-29%
|
|
|
229
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.69M
|
+$30.7K
|
+1,290
|
+2%
|
|
|
230
|
Stiles Financial Services
Edina,
Minnesota
|
$1.68M
|
+$1.58M
|
+66,305
|
New
|
|
|
231
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$1.66M
|
+$1.19K
|
+50
|
+0.1%
|
|
|
232
|
Private Advisor Group
Morristown,
New Jersey
|
$1.65M
|
-$1.09M
|
-45,805
|
-41%
|
|
|
233
|
SVB Wealth
Boston,
Massachusetts
|
$1.64M
|
-$1.04M
|
-43,470
|
-40%
|
|
|
234
|
Moors & Cabot
Boston,
Massachusetts
|
$1.64M
|
-$32.1K
|
-1,350
|
-2%
|
|
|
235
|
Strategic Global Advisors
Newport Beach,
California
|
$1.63M
|
-$1.4M
|
-58,605
|
-80%
|
|
|
236
|
Barden Capital Management
Austin,
Texas
|
$1.6M
|
+$1.51M
|
+63,245
|
New
|
|
|
237
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.59M
|
-$111K
|
-4,675
|
-7%
|
|
|
238
|
Doliver Advisors
Houston,
Texas
|
$1.57M
|
+$98.3K
|
+4,130
|
+6%
|
|
|
239
|
Cutler Group
San Francisco,
California
|
$1.55M
|
+$958K
|
+40,215
|
+190%
|
|
|
240
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.54M
|
+$1.45M
|
+60,870
|
New
|
|
|
241
|
Mariner
Overland Park,
Kansas
|
$1.51M
|
+$101K
|
+4,255
|
+8%
|
|
|
242
|
Pecaut & Co
Sioux City,
Iowa
|
$1.51M
|
-$274K
|
-11,500
|
-16%
|
|
|
243
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.47M
|
+$83.2K
|
+3,495
|
+6%
|
|
|
244
|
FDx Advisors
Chicago,
Illinois
|
$1.44M
|
-$417K
|
-17,515
|
-24%
|
|
|
245
|
WhitTier Trust Company
Reno,
Nevada
|
$1.43M
|
+$43.9K
|
+1,845
|
+3%
|
|
|
246
|
Aigen Investment Management
New York
|
$1.43M
|
+$1.4M
|
+58,950
|
New
|
|
|
247
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.43M
|
+$35.5K
|
+1,490
|
+3%
|
|
|
248
|
Brown Advisory
Baltimore,
Maryland
|
$1.43M
|
+$440K
|
+18,495
|
+49%
|
|
|
249
|
S&CO Inc
Boston,
Massachusetts
|
$1.39M
|
–
|
–
|
–
|
|
|
250
|
Henshaw Capital
Woburn,
Massachusetts
|
$1.39M
|
-$74.1K
|
-3,110
|
-5%
|
|
