|
26
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.57M
|
+$564K
|
+14,683
|
+29%
|
|
|
27
|
|
$2.52M
|
+$428K
|
+11,138
|
+21%
|
|
|
28
|
Neuberger Berman Group
New York
|
$2.5M
|
-$2.05M
|
-53,487
|
-46%
|
|
|
29
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.17M
|
+$451K
|
+11,742
|
+27%
|
|
|
30
|
Vident Advisory
Alpharetta,
Georgia
|
$1.94M
|
+$181K
|
+4,717
|
+11%
|
|
|
31
|
|
$1.88M
|
-$4.1M
|
-106,889
|
-69%
|
|
|
32
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.85M
|
+$67.2K
|
+1,751
|
+4%
|
|
|
33
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.85M
|
+$67.2K
|
+1,751
|
+4%
|
|
|
34
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.7M
|
-$194K
|
-5,056
|
-10%
|
|
|
35
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.64M
|
-$1.42K
|
-37
|
-0.1%
|
|
|
36
|
SEI Investments
Oaks,
Pennsylvania
|
$1.6M
|
+$152K
|
+3,950
|
+11%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.47M
|
+$42.1K
|
+1,096
|
+3%
|
|
|
38
|
West Family Investments
Carlsbad,
California
|
$1.45M
|
+$350K
|
+9,102
|
+33%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$1.38M
|
+$11.1K
|
+290
|
+0.8%
|
|
|
40
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.3M
|
-$1.26M
|
-32,804
|
-50%
|
|
|
41
|
Natixis Advisors
Boston,
Massachusetts
|
$1.29M
|
+$202K
|
+5,266
|
+19%
|
|
|
42
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.28M
|
+$322K
|
+8,398
|
+35%
|
|
|
43
|
SignatureFD
Atlanta,
Georgia
|
$1.23M
|
+$177K
|
+4,615
|
+17%
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$1.19M
|
-$6.99K
|
-182
|
-0.6%
|
|
|
45
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.18M
|
+$42.7K
|
+1,113
|
+4%
|
|
|
46
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.17M
|
+$328K
|
+8,541
|
+40%
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$1.14M
|
-$191K
|
-4,962
|
-15%
|
|
|
48
|
|
$1.13M
|
-$1.05M
|
-27,313
|
-49%
|
|
|
49
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.12M
|
+$219K
|
+5,710
|
+25%
|
|
|
50
|
MAI Capital Management
Independence,
Ohio
|
$1.06M
|
+$151K
|
+3,923
|
+17%
|
|
