|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$1015万
|
–
|
–
|
–
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$808万
|
+$35.3万
|
+10,441
|
+4%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$608万
|
+$46.6万
|
+13,756
|
+8%
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$308万
|
–
|
–
|
–
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$204万
|
-$4.74万
|
-1,400
|
-2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$131万
|
-$3,655
|
-108
|
-0.2%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$112万
|
+$7.44万
|
+2,198
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$87.1万
|
+$92.3万
|
+27,258
|
新規
|
|
|
9
|
Quantinno Capital Management
New York
|
$74.2万
|
+$2.32万
|
+685
|
+3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$26.9万
|
+$28.5万
|
+8,420
|
新規
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$23.2万
|
+$22.7万
|
+6,707
|
新規
|
|
|
12
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$7.99万
|
–
|
–
|
–
|
|
|
13
|
Eagle Bay Advisors
New York
|
$3.95万
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.92万
|
–
|
–
|
–
|
|
|
15
|
|
$9,631
|
+$34
|
+1
|
+0.3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6,000
|
+$6,193
|
+183
|
新規
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3,227
|
+$3,418
|
+101
|
新規
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$2,812
|
+$2,978
|
+88
|
新規
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$607
|
+$643
|
+19
|
新規
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$40
|
-$440
|
-13
|
-93%
|
|
|
21
|
|
–
|
-$213万
|
-59,093
|
解消
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$64.9万
|
-17,891
|
解消
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$56.3万
|
-15,631
|
解消
|
|
|
24
|
GTS Securities
Miami,
Florida
|
–
|
-$27.5万
|
-7,636
|
解消
|
|
