|
326
|
Creative Planning
Overland Park,
Kansas
|
$519K
|
-$348K
|
-11,728
|
-42%
|
|
|
327
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$505K
|
+$460K
|
+15,500
|
New
|
|
|
328
|
9258 Wealth Management
Blue Ash,
Ohio
|
$496K
|
+$40.4K
|
+1,361
|
+10%
|
|
|
329
|
Asahi Life Asset Management
Tokyo,
Japan
|
$493K
|
+$48.7K
|
+1,640
|
+12%
|
|
|
330
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$491K
|
+$48.1K
|
+1,621
|
+12%
|
|
|
331
|
Allspring Global Investments
Charlotte,
North Carolina
|
$491K
|
+$103K
|
+3,456
|
+30%
|
|
|
332
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$487K
|
+$80.4K
|
+2,708
|
+22%
|
|
|
333
|
|
$487K
|
+$1.34K
|
+45
|
+0.3%
|
|
|
334
|
SignatureFD
Atlanta,
Georgia
|
$486K
|
+$52K
|
+1,751
|
+13%
|
|
|
335
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$478K
|
-$12.7K
|
-429
|
-3%
|
|
|
336
|
Welch & Forbes
Boston,
Massachusetts
|
$475K
|
-$122K
|
-4,105
|
-22%
|
|
|
337
|
Huntington National Bank
Columbus,
Ohio
|
$459K
|
+$17.9K
|
+602
|
+4%
|
|
|
338
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$452K
|
+$154K
|
+5,181
|
+60%
|
|
|
339
|
Joel Isaacson & Co
New York
|
$452K
|
+$392K
|
+13,200
|
New
|
|
|
340
|
Asset Dedication LLC
San Francisco,
California
|
$451K
|
–
|
–
|
–
|
|
|
341
|
Van Den Berg Management I
Austin,
Texas
|
$450K
|
+$77.4K
|
+2,609
|
+23%
|
|
|
342
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$449K
|
+$106K
|
+3,565
|
+35%
|
|
|
343
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$436K
|
+$117K
|
+3,940
|
+42%
|
|
|
344
|
Advisory Services Network
Atlanta,
Georgia
|
$417K
|
-$6.56K
|
-221
|
-2%
|
|
|
345
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$412K
|
+$375K
|
+12,631
|
New
|
|
|
346
|
Raymond James Trust
St. Petersburg,
Florida
|
$409K
|
+$107K
|
+3,610
|
+40%
|
|
|
347
|
Stephens Inc
Little Rock,
Arkansas
|
$401K
|
-$109K
|
-3,657
|
-23%
|
|
|
348
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$393K
|
+$41K
|
+1,382
|
+13%
|
|
|
349
|
Sawyer & Company
Boston,
Massachusetts
|
$388K
|
-$29.7K
|
-1,000
|
-8%
|
|
|
350
|
SEI Investments
Oaks,
Pennsylvania
|
$380K
|
+$59.8K
|
+2,015
|
+21%
|
|
