|
1
|
|
$13.5M
|
+$1.5M
|
+40,577
|
+16%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$6.88M
|
+$73.9K
|
+1,995
|
+1%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$6.52M
|
-$330K
|
-8,912
|
-6%
|
|
|
4
|
Whitefort Capital Management
New York
|
$4.5M
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$4.19M
|
+$195K
|
+5,268
|
+6%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$2.73M
|
+$10.4K
|
+280
|
+0.5%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$1.63M
|
+$41.8K
|
+1,127
|
+3%
|
|
|
8
|
Russell Investments Group
London,
United Kingdom
|
$1.29M
|
+$245K
|
+6,612
|
+31%
|
|
|
9
|
Renaissance Technologies
New York
|
$1.04M
|
-$29.3K
|
-790
|
-3%
|
|
|
10
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$939K
|
–
|
–
|
–
|
|
|
11
|
Bank of New York Mellon
New York
|
$615K
|
+$19.6K
|
+530
|
+4%
|
|
|
12
|
|
$598K
|
+$197K
|
+5,328
|
+69%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$551K
|
–
|
–
|
–
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$452K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$386K
|
+$73.5K
|
+1,984
|
+31%
|
|
|
16
|
Nuveen
Charlotte,
North Carolina
|
$370K
|
–
|
–
|
–
|
|
|
17
|
Barclays
London,
United Kingdom
|
$286K
|
+$197K
|
+5,313
|
+566%
|
|
|
18
|
|
$265K
|
+$100K
|
+2,707
|
+88%
|
|
|
19
|
Curated Wealth Partners
El Segundo,
California
|
$252K
|
–
|
–
|
–
|
|
|
20
|
Camelot Portfolios
Maumee,
Ohio
|
$234K
|
+$51K
|
+1,375
|
+37%
|
|
|
21
|
RhumbLine Advisers
Boston,
Massachusetts
|
$218K
|
-$3.11K
|
-84
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$213K
|
+$75.1K
|
+2,027
|
+77%
|
|
|
23
|
Waterloo Capital
Austin,
Texas
|
$175K
|
+$15.8K
|
+425
|
+13%
|
|
|
24
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$137K
|
+$6.93K
|
+187
|
+7%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$119K
|
-$6.12K
|
-165
|
-6%
|
|
