|
126
|
Millennium Management
New York
|
$424K
|
-$160K
|
-4,279
|
-27%
|
|
|
127
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$421K
|
+$433K
|
+11,574
|
New
|
|
|
128
|
SignatureFD
Atlanta,
Georgia
|
$419K
|
+$25.1K
|
+671
|
+6%
|
|
|
129
|
AssetMark Inc
Concord,
California
|
$394K
|
-$10.1M
|
-271,015
|
-96%
|
|
|
130
|
Kestra Advisory Services
Austin,
Texas
|
$383K
|
+$39.2K
|
+1,047
|
+11%
|
|
|
131
|
SFE Investment Counsel
Los Angeles,
California
|
$375K
|
-$13.8K
|
-369
|
-3%
|
|
|
132
|
Checchi Capital Advisers
Beverly Hills,
California
|
$362K
|
-$7.26K
|
-194
|
-2%
|
|
|
133
|
Perennial Investment Advisors
Los Angeles,
California
|
$333K
|
+$342K
|
+9,140
|
New
|
|
|
134
|
Truist Financial
Charlotte,
North Carolina
|
$312K
|
-$729K
|
-19,492
|
-69%
|
|
|
135
|
CreativeOne Wealth
Overland Park,
Kansas
|
$312K
|
+$26.1K
|
+699
|
+9%
|
|
|
136
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$307K
|
-$263K
|
-7,039
|
-45%
|
|
|
137
|
Cetera Advisor Networks
El Segundo,
California
|
$301K
|
+$59.4K
|
+1,588
|
+24%
|
|
|
138
|
Advisor Partners
Walnut Creek,
California
|
$297K
|
+$10.6K
|
+283
|
+4%
|
|
|
139
|
Rockefeller Capital Management
New York
|
$294K
|
+$2.77K
|
+74
|
+0.9%
|
|
|
140
|
Washington Capital Management
Seattle,
Washington
|
$291K
|
+$299K
|
+8,000
|
New
|
|
|
141
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$288K
|
+$1.31K
|
+35
|
+0.4%
|
|
|
142
|
Eagle Asset Management
St Petersburg,
Florida
|
$281K
|
+$18.6K
|
+498
|
+7%
|
|
|
143
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$278K
|
+$1.16K
|
+31
|
+0.5%
|
|
|
144
|
Ballentine Partners
Waltham,
Massachusetts
|
$274K
|
+$9.73K
|
+260
|
+4%
|
|
|
145
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$270K
|
+$24.7K
|
+659
|
+10%
|
|
|
146
|
D.A. Davidson & Co
Great Falls,
Montana
|
$266K
|
+$70.1K
|
+1,875
|
+35%
|
|
|
147
|
SVB Wealth
Boston,
Massachusetts
|
$265K
|
-$16.5K
|
-442
|
-6%
|
|
|
148
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$255K
|
–
|
–
|
–
|
|
|
149
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$254K
|
+$8.12K
|
+217
|
+3%
|
|
|
150
|
Cresset Asset Management
Chicago,
Illinois
|
$242K
|
+$21.7K
|
+579
|
+10%
|
|
