|
1
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$657K
|
+$111K
|
+6,241
|
+19%
|
|
|
2
|
|
$578K
|
+$134K
|
+7,530
|
+27%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$475K
|
-$177K
|
-9,996
|
-26%
|
|
|
4
|
|
$389K
|
-$29.8K
|
-1,681
|
-7%
|
|
|
5
|
Capricorn Fund Managers
London,
United Kingdom
|
$373K
|
+$190K
|
+10,710
|
+93%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$299K
|
-$373K
|
-21,017
|
-54%
|
|
|
7
|
|
$175K
|
-$509K
|
-28,658
|
-73%
|
|
|
8
|
|
$79K
|
-$20.5K
|
-1,158
|
-19%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$55K
|
-$23.3K
|
-1,312
|
-28%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$54K
|
-$5.16K
|
-291
|
-8%
|
|
|
11
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
12
|
Lindbrook Capital
Calabasas,
California
|
$24K
|
-$1.97K
|
-111
|
-7%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$23K
|
+$248
|
+14
|
+1%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$13K
|
+$1.77K
|
+100
|
+14%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$7.47K
|
+421
|
+163%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$47K
|
-2,484
|
Closed
|
|
