|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$717万
|
+$37万
|
+11,736
|
+5%
|
|
|
2
|
Flow Traders U.S.
New York
|
$576万
|
+$608万
|
+192,767
|
新規
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$480万
|
–
|
–
|
–
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$431万
|
+$1.49万
|
+471
|
+0.3%
|
|
|
5
|
|
$183万
|
-$261万
|
-82,749
|
-58%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$106万
|
+$3.4万
|
+1,078
|
+3%
|
|
|
7
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$44.8万
|
–
|
–
|
–
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$32.9万
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$30.4万
|
-$127万
|
-40,418
|
-80%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.7万
|
-$8.92万
|
-2,827
|
-26%
|
|
|
11
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$14.9万
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7万
|
+$7.36万
|
+2,334
|
新規
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.61万
|
+$3.71万
|
+1,176
|
+114%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.79万
|
–
|
–
|
–
|
|
|
15
|
Orion Capital Management
Coronado,
California
|
$1.75万
|
+$1.85万
|
+585
|
新規
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$9,776
|
+$1.03万
|
+327
|
新規
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9,447
|
+$5,015
|
+159
|
+101%
|
|
|
18
|
|
$8,909
|
-$4,290
|
-136
|
-31%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$389
|
+$410
|
+13
|
新規
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$30
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$178万
|
-56,031
|
解消
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$136万
|
-42,916
|
解消
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$94.6万
|
-28,576
|
解消
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
–
|
-$79.4万
|
-25,000
|
解消
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$29.1万
|
-9,169
|
解消
|
|
