|
26
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.45M
|
-$65.6K
|
-1,792
|
-3%
|
|
|
27
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.14M
|
+$476K
|
+13,001
|
+28%
|
|
|
28
|
|
$2.07M
|
-$267K
|
-7,277
|
-11%
|
|
|
29
|
|
$1.83M
|
+$115K
|
+3,134
|
+7%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.82M
|
-$89.5K
|
-2,443
|
-5%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.82M
|
-$89.5K
|
-2,443
|
-5%
|
|
|
32
|
Advisor Partners II
Walnut Creek,
California
|
$1.79M
|
+$571K
|
+15,575
|
+45%
|
|
|
33
|
Vident Advisory
Alpharetta,
Georgia
|
$1.65M
|
+$1.68M
|
+45,912
|
New
|
|
|
34
|
Old Mission Capital
Chicago,
Illinois
|
$1.59M
|
+$50.5K
|
+1,379
|
+3%
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$1.53M
|
-$1.83M
|
-50,025
|
-54%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$1.52M
|
-$459K
|
-12,518
|
-23%
|
|
|
37
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.51M
|
-$280K
|
-7,654
|
-15%
|
|
|
38
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.46M
|
-$129K
|
-3,528
|
-8%
|
|
|
39
|
West Family Investments
Carlsbad,
California
|
$1.38M
|
+$32.3K
|
+883
|
+2%
|
|
|
40
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.37M
|
-$1.46M
|
-39,897
|
-51%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.32M
|
+$442K
|
+12,074
|
+50%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
-$134K
|
-3,650
|
-9%
|
|
|
43
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$1.24M
|
–
|
–
|
–
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$1.18M
|
+$232K
|
+6,338
|
+24%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$1.12M
|
+$551K
|
+15,047
|
+93%
|
|
|
46
|
Millennium Management
New York
|
$928K
|
-$131K
|
-3,587
|
-12%
|
|
|
47
|
SignatureFD
Atlanta,
Georgia
|
$898K
|
+$20.6K
|
+561
|
+2%
|
|
|
48
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$864K
|
+$167K
|
+4,546
|
+23%
|
|
|
49
|
Allspring Global Investments
Charlotte,
North Carolina
|
$783K
|
–
|
–
|
–
|
|
|
50
|
MAI Capital Management
Independence,
Ohio
|
$752K
|
+$286K
|
+7,820
|
+60%
|
|
