|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$913万
|
-$8.41万
|
-2,273
|
-0.9%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$708万
|
+$20.5万
|
+5,538
|
+3%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$249万
|
+$1.1万
|
+297
|
+0.5%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$221万
|
-$2.95万
|
-798
|
-1%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$176万
|
+$20.3万
|
+5,478
|
+13%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$133万
|
–
|
–
|
–
|
|
|
7
|
SSA Swiss Advisors
Zurich,
|
$112万
|
+$2.66万
|
+720
|
+3%
|
|
|
8
|
Quantinno Capital Management
New York
|
$110万
|
+$18.7万
|
+5,066
|
+21%
|
|
|
9
|
Flow Traders U.S.
New York
|
$91.5万
|
-$240万
|
-64,842
|
-73%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.5万
|
+$6.38万
|
+1,724
|
+8%
|
|
|
11
|
|
$43.8万
|
-$200万
|
-54,026
|
-82%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$29.8万
|
+$27.8万
|
+7,514
|
+2,165%
|
|
|
13
|
Vivaldi Capital Management
Chicago,
Illinois
|
$25.6万
|
+$1,332
|
+36
|
+0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$22.1万
|
-$9,549
|
-258
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$16.3万
|
+$15.9万
|
+4,296
|
新規
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$7.59万
|
-$7.4万
|
-2,000
|
-50%
|
|
|
17
|
Millstone Evans Group
Boulder,
Colorado
|
$4.11万
|
+$4.01万
|
+1,084
|
新規
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.28万
|
–
|
–
|
–
|
|
|
19
|
|
$1.16万
|
+$111
|
+3
|
+1%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$2,694
|
–
|
–
|
–
|
|
|
21
|
|
$1,138
|
+$1,110
|
+30
|
新規
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$27
|
+$37
|
+1
|
新規
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$2.14万
|
-600
|
解消
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2,072
|
-58
|
解消
|
|
|
25
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
–
|
-$1,144
|
-32
|
解消
|
|
