|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1009万
|
+$75万
|
+19,724
|
+8%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$728万
|
+$12.7万
|
+3,350
|
+2%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$249万
|
-$2.75万
|
-722
|
-1%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$231万
|
+$95.3万
|
+25,050
|
+71%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$151万
|
-$26.8万
|
-7,053
|
-15%
|
|
|
6
|
SSA Swiss Advisors
Zurich,
|
$109万
|
–
|
–
|
–
|
|
|
7
|
Quantinno Capital Management
New York
|
$108万
|
-$3.48万
|
-914
|
-3%
|
|
|
8
|
Flow Traders U.S.
New York
|
$93.9万
|
+$1.4万
|
+368
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.2万
|
+$2.67万
|
+703
|
+3%
|
|
|
10
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$58.3万
|
+$57.8万
|
+15,200
|
新規
|
|
|
11
|
|
$36.3万
|
-$7.9万
|
-2,076
|
-18%
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$25.9万
|
+$799
|
+21
|
+0.3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$24.4万
|
+$7.85万
|
+2,065
|
+48%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.2万
|
+$8,367
|
+220
|
+4%
|
|
|
15
|
North Capital
Salt Lake City,
Utah
|
$21.5万
|
+$21.3万
|
+5,601
|
新規
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$7.67万
|
–
|
–
|
–
|
|
|
17
|
Millstone Evans Group
Boulder,
Colorado
|
$7.04万
|
+$2.86万
|
+751
|
+69%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.62万
|
-$26.3万
|
-6,917
|
-88%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.73万
|
+$2.71万
|
+713
|
新規
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.3万
|
–
|
–
|
–
|
|
|
21
|
|
$1.17万
|
–
|
–
|
–
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$4,410
|
+$4,373
|
+115
|
新規
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$2,723
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1,000
|
+$1,217
|
+32
|
新規
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
