|
1
|
Atairos Group
Bryn Mawr,
Pennsylvania
|
$528M
|
–
|
–
|
–
|
|
|
2
|
Private Management Group
Irvine,
California
|
$16.4M
|
+$457K
|
+55,267
|
+3%
|
|
|
3
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$4.72M
|
+$4.69M
|
+567,406
|
New
|
|
|
4
|
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
$4.01M
|
+$3.98M
|
+481,923
|
New
|
|
|
5
|
Rice Hall James & Associates
San Diego,
California
|
$4M
|
+$1.37M
|
+166,104
|
+53%
|
|
|
6
|
|
$2.79M
|
+$40K
|
+4,835
|
+1%
|
|
|
7
|
Primecap Management
Pasadena,
California
|
$2.7M
|
–
|
–
|
–
|
|
|
8
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$1.8M
|
+$1.79M
|
+216,430
|
New
|
|
|
9
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.67M
|
-$1.74K
|
-210
|
-0.1%
|
|
|
10
|
Geode Capital Management
Boston,
Massachusetts
|
$1.64M
|
+$65.3K
|
+7,894
|
+4%
|
|
|
11
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.45M
|
-$48.1K
|
-5,819
|
-3%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$896K
|
+$4.38K
|
+530
|
+0.5%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$757K
|
-$1.2K
|
-145
|
-0.2%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$746K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$743K
|
+$31.2K
|
+3,770
|
+4%
|
|
|
16
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$736K
|
+$731K
|
+88,446
|
New
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$504K
|
+$496
|
+60
|
+0.1%
|
|
|
18
|
Clearstead Advisors
Cleveland,
Ohio
|
$441K
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$362K
|
-$135K
|
-16,382
|
-27%
|
|
|
20
|
Engineers Gate Manager
New York
|
$341K
|
-$48.8K
|
-5,900
|
-13%
|
|
|
21
|
|
$246K
|
-$183K
|
-22,159
|
-43%
|
|
|
22
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$209K
|
-$10.8K
|
-1,302
|
-5%
|
|
|
24
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$135K
|
–
|
–
|
–
|
|
|
25
|
BFSG LLC
Irvine,
California
|
$125K
|
+$5.95K
|
+720
|
+5%
|
|
