|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$18.7M
|
+$1.1M
|
+25,623
|
+6%
|
|
|
2
|
Aperio Group
Sausalito,
California
|
$8.59M
|
+$1.25M
|
+29,182
|
+17%
|
|
|
3
|
|
$4.72M
|
+$269K
|
+6,265
|
+6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$4.46M
|
+$4.54M
|
+105,813
|
New
|
|
|
5
|
Dimensional Fund Advisors
Austin,
Texas
|
$2.36M
|
+$167K
|
+3,882
|
+7%
|
|
|
6
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$1.81M
|
-$58.4K
|
-1,360
|
-3%
|
|
|
7
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.58M
|
-$91.9K
|
-2,141
|
-5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.53M
|
-$21.8K
|
-508
|
-1%
|
|
|
9
|
Arrowstreet Capital
Boston,
Massachusetts
|
$1.34M
|
+$1.37M
|
+31,931
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$1.03M
|
-$326K
|
-7,592
|
-24%
|
|
|
11
|
|
$889K
|
-$58.5K
|
-1,363
|
-6%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$666K
|
-$5.7M
|
-132,814
|
-89%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$505K
|
+$119K
|
+2,781
|
+30%
|
|
|
14
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$476K
|
-$58.6K
|
-1,366
|
-11%
|
|
|
15
|
|
$450K
|
+$242K
|
+5,635
|
+111%
|
|
|
16
|
Banco de Sabadell
Miami,
Florida
|
$438K
|
–
|
–
|
–
|
|
|
17
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$338K
|
+$344K
|
+8,017
|
+7,032%
|
|
|
18
|
Crossmark Global Holdings
Houston,
Texas
|
$334K
|
-$35.2K
|
-820
|
-9%
|
|
|
19
|
SignatureFD
Atlanta,
Georgia
|
$299K
|
+$101K
|
+2,347
|
+49%
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$296K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$268K
|
+$13.6K
|
+316
|
+5%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$252K
|
+$3.35K
|
+78
|
+1%
|
|
|
23
|
Strategic Global Advisors
Newport Beach,
California
|
$231K
|
+$235K
|
+5,480
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$221K
|
+$225K
|
+5,248
|
New
|
|
|
25
|
KCS Wealth Advisory
Los Angeles,
California
|
$215K
|
-$4.38K
|
-102
|
-2%
|
|
