|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1085万
|
+$4.35万
|
+1,095
|
+0.4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$761万
|
-$25.9万
|
-6,518
|
-3%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$250万
|
–
|
–
|
–
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$233万
|
+$223万
|
+56,057
|
新規
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$153万
|
-$112万
|
-28,093
|
-43%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$151万
|
-$11.3万
|
-2,841
|
-7%
|
|
|
7
|
SSA Swiss Advisors
Zurich,
|
$120万
|
–
|
–
|
–
|
|
|
8
|
Quantinno Capital Management
New York
|
$107万
|
-$9.31万
|
-2,344
|
-8%
|
|
|
9
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$63万
|
–
|
–
|
–
|
|
|
10
|
|
$47.4万
|
+$7.77万
|
+1,955
|
+21%
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$28.1万
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$25.4万
|
+$2,901
|
+73
|
+1%
|
|
|
13
|
North Capital
Salt Lake City,
Utah
|
$23.2万
|
-$40
|
-1
|
-0%
|
|
|
14
|
Sankala Group
Lyons,
Colorado
|
$16.3万
|
+$14.3万
|
+3,611
|
新規
|
|
|
15
|
Millstone Evans Group
Boulder,
Colorado
|
$7.61万
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.75万
|
-$1,589
|
-40
|
-4%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$2.96万
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.49万
|
–
|
–
|
–
|
|
|
19
|
|
$1.26万
|
–
|
–
|
–
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$4,770
|
–
|
–
|
–
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2,945
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$332
|
+$318
|
+8
|
新規
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$36
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$93.9万
|
-24,494
|
解消
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$90.2万
|
-23,514
|
解消
|
|
