|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
$802K
|
-$129K
|
-6,746
|
-12%
|
|
|
2
|
|
$429K
|
-$153K
|
-7,990
|
-24%
|
|
|
3
|
Oppenheimer & Co
New York
|
$424K
|
–
|
–
|
–
|
|
|
4
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$402K
|
+$454K
|
+23,676
|
New
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$285K
|
+$323K
|
+16,815
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$92K
|
+$52.4K
|
+2,730
|
+101%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$27K
|
+$30.4K
|
+1,584
|
New
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
9
|
Lindbrook Capital
Calabasas,
California
|
$15K
|
-$2.4K
|
-125
|
-12%
|
|
|
10
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$12K
|
-$1.3K
|
-68
|
-9%
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$10K
|
-$12.9K
|
-674
|
-53%
|
|
|
12
|
|
$9K
|
-$2.88K
|
-150
|
-22%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4K
|
-$25.6K
|
-1,332
|
-86%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$2K
|
+$38
|
+2
|
+100%
|
|
|
15
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$407K
|
-22,021
|
Closed
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
–
|
-$2K
|
-115
|
Closed
|
|
