|
151
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$547K
|
+$49.4K
|
+1,043
|
+10%
|
|
|
152
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$540K
|
-$4.87K
|
-103
|
-0.9%
|
|
|
153
|
William Blair & Company
Chicago,
Illinois
|
$527K
|
+$510K
|
+10,780
|
New
|
|
|
154
|
Forum Financial Management
Lombard,
Illinois
|
$522K
|
+$505K
|
+10,672
|
New
|
|
|
155
|
SFE Investment Counsel
Los Angeles,
California
|
$508K
|
+$4.02K
|
+85
|
+0.8%
|
|
|
156
|
|
$508K
|
+$492K
|
+10,403
|
New
|
|
|
157
|
Perennial Investment Advisors
Los Angeles,
California
|
$503K
|
+$41K
|
+867
|
+9%
|
|
|
158
|
Caprock Group
Boise,
Idaho
|
$472K
|
-$13.6K
|
-287
|
-3%
|
|
|
159
|
First Trust Advisors
Wheaton,
Illinois
|
$453K
|
+$188K
|
+3,964
|
+75%
|
|
|
160
|
Checchi Capital Advisers
Beverly Hills,
California
|
$450K
|
-$3.93K
|
-83
|
-0.9%
|
|
|
161
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$440K
|
+$426K
|
+8,997
|
New
|
|
|
162
|
Eagle Asset Management
St Petersburg,
Florida
|
$437K
|
+$16K
|
+339
|
+4%
|
|
|
163
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$434K
|
+$97.3K
|
+2,057
|
+30%
|
|
|
164
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$416K
|
+$23.7K
|
+500
|
+6%
|
|
|
165
|
Franklin Resources
San Mateo,
California
|
$416K
|
+$30.6K
|
+647
|
+8%
|
|
|
166
|
Private Advisor Group
Morristown,
New Jersey
|
$414K
|
+$401K
|
+8,470
|
New
|
|
|
167
|
D.A. Davidson & Co
Great Falls,
Montana
|
$388K
|
–
|
–
|
–
|
|
|
168
|
Ballentine Partners
Waltham,
Massachusetts
|
$380K
|
-$852
|
-18
|
-0.2%
|
|
|
169
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$373K
|
-$233K
|
-4,915
|
-39%
|
|
|
170
|
Truist Financial
Charlotte,
North Carolina
|
$367K
|
-$17.6K
|
-372
|
-5%
|
|
|
171
|
Cutler Group
San Francisco,
California
|
$360K
|
-$29.3K
|
-620
|
-8%
|
|
|
172
|
Oppenheimer & Co
New York
|
$358K
|
-$189
|
-4
|
-0.1%
|
|
|
173
|
SteelPeak Wealth
Woodland Hills,
California
|
$356K
|
+$345K
|
+7,282
|
New
|
|
|
174
|
Advisor Partners
Walnut Creek,
California
|
$353K
|
-$3.08K
|
-65
|
-0.9%
|
|
|
175
|
OneAscent Financial Services
Birmingham,
Alabama
|
$343K
|
+$332K
|
+7,017
|
New
|
|
