|
1
|
|
$58.6M
|
+$4.87M
|
+201,887
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.3M
|
+$955K
|
+39,553
|
+3%
|
|
|
3
|
|
$26.3M
|
+$2.4M
|
+99,532
|
+11%
|
|
|
4
|
|
$20.8M
|
+$1.11M
|
+45,831
|
+6%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$5.78M
|
+$83.6K
|
+3,463
|
+2%
|
|
|
6
|
Renaissance Technologies
New York
|
$4.9M
|
-$186K
|
-7,700
|
-4%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$3.1M
|
+$355K
|
+14,721
|
+15%
|
|
|
8
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.83M
|
-$18.8K
|
-779
|
-1%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1.25M
|
+$399K
|
+16,539
|
+55%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$186K
|
+7,704
|
+24%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$987K
|
+$167K
|
+6,909
|
+23%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$935K
|
+$18K
|
+745
|
+2%
|
|
|
13
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$931K
|
-$14K
|
-581
|
-2%
|
|
|
14
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$891K
|
+$204K
|
+8,458
|
+34%
|
|
|
15
|
Bank of New York Mellon
New York
|
$884K
|
+$37.8K
|
+1,566
|
+5%
|
|
|
16
|
Crossmark Global Holdings
Houston,
Texas
|
$870K
|
-$9.61M
|
-398,226
|
-93%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$768K
|
-$149K
|
-6,166
|
-18%
|
|
|
18
|
|
$746K
|
-$112K
|
-4,630
|
-14%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$700K
|
+$42.1K
|
+1,745
|
+7%
|
|
|
20
|
|
$672K
|
–
|
–
|
–
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$603K
|
+$1.13K
|
+47
|
+0.2%
|
|
|
22
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$596K
|
+$105K
|
+4,341
|
+24%
|
|
|
23
|
Quantinno Capital Management
New York
|
$590K
|
+$58.8K
|
+2,436
|
+12%
|
|
|
24
|
|
$588K
|
+$10.8K
|
+448
|
+2%
|
|
|
25
|
Millennium Management
New York
|
$498K
|
+$447K
|
+18,506
|
New
|
|
