|
1
|
|
$10.5M
|
+$350K
|
+9,656
|
+3%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.49M
|
+$104K
|
+2,874
|
+2%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$3.73M
|
-$431K
|
-11,901
|
-10%
|
|
|
4
|
Whitefort Capital Management
New York
|
$3.63M
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$2.85M
|
-$613K
|
-16,916
|
-17%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$2.13M
|
+$11.5K
|
+317
|
+0.5%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$1.22M
|
-$21.7K
|
-600
|
-2%
|
|
|
8
|
Renaissance Technologies
New York
|
$753K
|
-$4.53K
|
-125
|
-0.6%
|
|
|
9
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$635K
|
-$97.3K
|
-2,684
|
-13%
|
|
|
10
|
|
$552K
|
+$263K
|
+7,244
|
+87%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$460K
|
+$35.6K
|
+983
|
+8%
|
|
|
12
|
Bank of New York Mellon
New York
|
$397K
|
-$111K
|
-3,075
|
-22%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$350K
|
+$544
|
+15
|
+0.2%
|
|
|
14
|
|
$332K
|
+$211K
|
+5,814
|
+163%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$298K
|
-$7.61K
|
-210
|
-2%
|
|
|
16
|
Nuveen
Charlotte,
North Carolina
|
$286K
|
–
|
–
|
–
|
|
|
17
|
|
$239K
|
+$174K
|
+4,797
|
+245%
|
|
|
18
|
Barclays
London,
United Kingdom
|
$205K
|
+$153K
|
+4,218
|
+269%
|
|
|
19
|
RhumbLine Advisers
Boston,
Massachusetts
|
$198K
|
+$23.3K
|
+644
|
+13%
|
|
|
20
|
Curated Wealth Partners
El Segundo,
California
|
$195K
|
–
|
–
|
–
|
|
|
21
|
|
$154K
|
+$1.99K
|
+55
|
+1%
|
|
|
22
|
Camelot Portfolios
Maumee,
Ohio
|
$144K
|
-$31.7K
|
-875
|
-18%
|
|
|
23
|
Waterloo Capital
Austin,
Texas
|
$135K
|
–
|
–
|
–
|
|
|
24
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$119K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$117K
|
+$20.6K
|
+567
|
+21%
|
|
