|
1
|
|
$14M
|
+$645K
|
+48,386
|
+5%
|
|
|
2
|
|
$10.1M
|
+$220K
|
+16,523
|
+2%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$9.94M
|
-$65.6K
|
-4,916
|
-0.6%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$4.3M
|
+$27.9K
|
+2,091
|
+0.6%
|
|
|
5
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.82M
|
-$235K
|
-17,621
|
-6%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$2.41M
|
+$24K
|
+1,800
|
+1%
|
|
|
7
|
Renaissance Technologies
New York
|
$1.48M
|
-$373K
|
-28,000
|
-20%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$1.45M
|
+$307K
|
+22,992
|
+26%
|
|
|
9
|
|
$1.34M
|
+$207K
|
+15,504
|
+18%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$1.29M
|
-$32.1K
|
-2,404
|
-2%
|
|
|
11
|
Penserra Capital Management
Orinda,
California
|
$930K
|
+$948K
|
+71,110
|
New
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
$794K
|
+$809K
|
+60,697
|
New
|
|
|
13
|
Bailard
Foster City,
California
|
$765K
|
+$308K
|
+23,100
|
+65%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$720K
|
-$4.23K
|
-317
|
-0.6%
|
|
|
15
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$691K
|
+$704K
|
+52,802
|
New
|
|
|
16
|
|
$599K
|
+$292K
|
+21,923
|
+92%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$570K
|
+$431K
|
+32,335
|
+288%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$495K
|
–
|
–
|
–
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$479K
|
–
|
–
|
–
|
|
|
20
|
Smith Asset Management
Chiefland,
Florida
|
$432K
|
+$441K
|
+33,055
|
New
|
|
|
21
|
Bank of New York Mellon
New York
|
$338K
|
-$15K
|
-1,127
|
-4%
|
|
|
22
|
Barclays
London,
United Kingdom
|
$252K
|
+$29.2K
|
+2,187
|
+13%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242K
|
-$18.2K
|
-1,367
|
-7%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$234K
|
+$238K
|
+17,879
|
New
|
|
|
25
|
Nuveen
Charlotte,
North Carolina
|
$217K
|
–
|
–
|
–
|
|
