|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$988K
|
+$708K
|
+6,201
|
+331%
|
|
|
2
|
GHP Investment Advisors
Denver,
Colorado
|
$863K
|
–
|
–
|
–
|
|
|
3
|
TFG Advisers
Auburn Hills,
Michigan
|
$771K
|
+$14.6K
|
+128
|
+2%
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$340K
|
+$317K
|
+2,779
|
New
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$292K
|
+$269K
|
+2,358
|
New
|
|
|
6
|
|
$288K
|
+$25.4K
|
+222
|
+11%
|
|
|
7
|
Naples Global Advisors
Naples,
Florida
|
$270K
|
+$248K
|
+2,175
|
New
|
|
|
8
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$257K
|
+$2.06K
|
+18
|
+0.9%
|
|
|
9
|
|
$251K
|
+$231K
|
+2,023
|
New
|
|
|
10
|
|
$221K
|
+$45.8K
|
+401
|
+29%
|
|
|
11
|
Fulton Bank
Lancaster,
Pennsylvania
|
$204K
|
+$188K
|
+1,646
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$124K
|
–
|
–
|
–
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$32K
|
+$24.9K
|
+218
|
+574%
|
|
|
14
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$310K
|
-3,149
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$20K
|
-200
|
Closed
|
|
|
18
|
|
–
|
+$114
|
+1
|
New
|
|
