|
326
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$929K
|
-$398K
|
-6,595
|
-30%
|
|
|
327
|
Steward Partners Investment Advisory
New York
|
$920K
|
-$22.5K
|
-373
|
-2%
|
|
|
328
|
American Assets Inc
San Diego,
California
|
$906K
|
–
|
–
|
–
|
|
|
329
|
PFG Investments
Woodbury,
New York
|
$905K
|
+$905K
|
+14,985
|
New
|
|
|
330
|
Sky Investment Group
Hartford,
Connecticut
|
$894K
|
-$18.1K
|
-300
|
-2%
|
|
|
331
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$891K
|
+$1.63K
|
+27
|
+0.2%
|
|
|
332
|
HM Payson & Co
Portland,
Maine
|
$877K
|
-$84.4K
|
-1,398
|
-9%
|
|
|
333
|
Probity Advisors
Dallas,
Texas
|
$877K
|
+$21.1K
|
+350
|
+2%
|
|
|
334
|
Walter Public Investments
Westmount,
Canada
|
$873K
|
–
|
–
|
–
|
|
|
335
|
Donaldson Capital Management
Evansville,
Indiana
|
$854K
|
-$48.9K
|
-809
|
-5%
|
|
|
336
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$854K
|
+$854K
|
+14,138
|
New
|
|
|
337
|
Avantax Advisory Services
Dallas,
Texas
|
$840K
|
+$55.5K
|
+919
|
+7%
|
|
|
338
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$832K
|
-$42.3K
|
-700
|
-5%
|
|
|
339
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$832K
|
-$42.3K
|
-700
|
-5%
|
|
|
340
|
Nomura Asset Management
Tokyo,
Japan
|
$818K
|
+$117K
|
+1,943
|
+17%
|
|
|
341
|
GSB Wealth Management
Guilford,
Connecticut
|
$816K
|
+$5.5K
|
+91
|
+0.7%
|
|
|
342
|
Verition Fund Management
Greenwich,
Connecticut
|
$805K
|
-$1.35M
|
-22,419
|
-63%
|
|
|
343
|
Evergreen Capital Management
Bellevue,
Washington
|
$794K
|
-$72.1K
|
-1,193
|
-8%
|
|
|
344
|
Quilter Plc
London,
United Kingdom
|
$789K
|
–
|
–
|
–
|
|
|
345
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$786K
|
+$786K
|
+13,012
|
New
|
|
|
346
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$778K
|
+$51K
|
+845
|
+7%
|
|
|
347
|
Leo Wealth LLC
Hurst,
Texas
|
$777K
|
-$10.5K
|
-174
|
-1%
|
|
|
348
|
Mercer Global Advisors
Denver,
Colorado
|
$769K
|
+$216K
|
+3,574
|
+39%
|
|
|
349
|
Kestra Advisory Services
Austin,
Texas
|
$763K
|
+$7.01K
|
+116
|
+0.9%
|
|
|
350
|
Silverlake Wealth Management
Williston,
Vermont
|
$758K
|
-$40K
|
-662
|
-5%
|
|
