|
1
|
|
$749K
|
+$663K
|
+39,216
|
New
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$747K
|
+$377K
|
+22,256
|
+132%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$734K
|
-$150K
|
-8,875
|
-19%
|
|
|
4
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$639K
|
+$165K
|
+9,767
|
+41%
|
|
|
5
|
|
$524K
|
+$464K
|
+27,401
|
New
|
|
|
6
|
|
$482K
|
-$1.35K
|
-80
|
-0.3%
|
|
|
7
|
Capricorn Fund Managers
London,
United Kingdom
|
$221K
|
+$196K
|
+11,578
|
New
|
|
|
8
|
|
$114K
|
+$92.2K
|
+5,450
|
+1,023%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$89K
|
-$13.4K
|
-792
|
-15%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$68K
|
+$49.8K
|
+2,941
|
+483%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$47K
|
+$42K
|
+2,484
|
New
|
|
|
12
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$31K
|
+$15.9K
|
+941
|
+136%
|
|
|
13
|
Lindbrook Capital
Calabasas,
California
|
$30K
|
+$11.7K
|
+694
|
+78%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$27K
|
-$3.2K
|
-189
|
-12%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$13K
|
+$11.8K
|
+700
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$846
|
+50
|
+24%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Oppenheimer & Co
New York
|
–
|
-$424K
|
-25,000
|
Closed
|
|
|
20
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$1K
|
-68
|
Closed
|
|
|
21
|
Rockefeller Capital Management
New York
|
–
|
+$880
|
+52
|
New
|
|
