|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$876万
|
-$36.5万
|
-10,441
|
-4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$647万
|
-$32.6万
|
-9,334
|
-5%
|
|
|
3
|
Flow Traders U.S.
New York
|
$318万
|
+$311万
|
+88,968
|
新規
|
|
|
4
|
|
$234万
|
+$229万
|
+65,568
|
新規
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$233万
|
-$108万
|
-31,061
|
-32%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$211万
|
-$16.5万
|
-4,725
|
-7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$146万
|
-$26.4万
|
-7,549
|
-16%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$125万
|
+$11.5万
|
+3,296
|
+10%
|
|
|
9
|
SSA Swiss Advisors
Zurich,
|
$100万
|
+$98.1万
|
+28,100
|
新規
|
|
|
10
|
Quantinno Capital Management
New York
|
$85.4万
|
+$2.36万
|
+677
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.3万
|
+$73.6万
|
+21,087
|
新規
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$24万
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$21.8万
|
+$21.3万
|
+6,096
|
新規
|
|
|
14
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$14.3万
|
+$5.24万
|
+1,500
|
+60%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.14万
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$2.14万
|
+$2.1万
|
+600
|
新規
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.24万
|
-$94万
|
-26,911
|
-99%
|
|
|
18
|
|
$1.08万
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$2,537
|
-$594
|
-17
|
-19%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2,072
|
+$1,362
|
+39
|
+205%
|
|
|
21
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1,144
|
+$1,118
|
+32
|
新規
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9
|
-$35
|
-1
|
解消
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
–
|
-$1015万
|
-317,703
|
解消
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$26.9万
|
-8,420
|
解消
|
|
|
25
|
Eagle Bay Advisors
New York
|
–
|
-$3.95万
|
-1,237
|
解消
|
|
