|
26
|
Greytown Advisors
Miami,
Florida
|
$637K
|
-$69.4K
|
-20,536
|
-11%
|
|
|
27
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$523K
|
-$2.78K
|
-823
|
-0.6%
|
|
|
28
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$510K
|
+$480K
|
+142,131
|
New
|
|
|
29
|
Advisors Asset Management
Monument,
Colorado
|
$486K
|
-$164K
|
-48,654
|
-26%
|
|
|
30
|
US Bancorp
Minneapolis,
Minnesota
|
$465K
|
+$150K
|
+44,484
|
+52%
|
|
|
31
|
|
$417K
|
+$89.8K
|
+26,563
|
+30%
|
|
|
32
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$403K
|
+$304K
|
+89,804
|
+398%
|
|
|
33
|
Investors Research Corp
Atlanta,
Georgia
|
$364K
|
-$25.2K
|
-7,469
|
-7%
|
|
|
34
|
|
$343K
|
+$233K
|
+69,069
|
+262%
|
|
|
35
|
American Century Companies
Kansas City,
Missouri
|
$334K
|
+$34K
|
+10,061
|
+12%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$326K
|
+$121K
|
+35,866
|
+65%
|
|
|
37
|
Advisors Management Group
La Crosse,
Wisconsin
|
$320K
|
-$18.8K
|
-5,571
|
-6%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$309K
|
-$1.12M
|
-332,628
|
-79%
|
|
|
39
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$299K
|
+$112K
|
+33,184
|
+66%
|
|
|
40
|
Altium Wealth Management
Purchase,
New York
|
$286K
|
+$10.9K
|
+3,236
|
+4%
|
|
|
41
|
Bank of New York Mellon
New York
|
$283K
|
+$8.85K
|
+2,619
|
+3%
|
|
|
42
|
Chiron Capital Management
Tallahassee,
Florida
|
$265K
|
-$1.36K
|
-403
|
-0.5%
|
|
|
43
|
SignatureFD
Atlanta,
Georgia
|
$249K
|
+$34K
|
+10,047
|
+17%
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$240K
|
-$4.92M
|
-1,454,904
|
-96%
|
|
|
45
|
Advisor Partners
Walnut Creek,
California
|
$231K
|
+$55.5K
|
+16,426
|
+34%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$229K
|
-$75.1K
|
-22,205
|
-26%
|
|
|
47
|
Point View Wealth Management
Summit,
New Jersey
|
$220K
|
-$17.4K
|
-5,145
|
-8%
|
|
|
48
|
Eaton Vance Management
Boston,
Massachusetts
|
$218K
|
+$134K
|
+39,760
|
+189%
|
|
|
49
|
Lido Advisors
Los Angeles,
California
|
$210K
|
+$188K
|
+55,651
|
New
|
|
|
50
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$206K
|
+$71.2K
|
+21,050
|
+58%
|
|