|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1015万
|
-$61.7万
|
-14,586
|
-6%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$836万
|
+$95.7万
|
+22,613
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$425万
|
+$444万
|
+104,887
|
新規
|
|
|
4
|
First International Bank of Israel
Tel Aviv,
|
$341万
|
+$355万
|
+84,000
|
新規
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$221万
|
-$6.57万
|
-1,554
|
-3%
|
|
|
6
|
Flow Traders U.S.
New York
|
$199万
|
+$208万
|
+49,050
|
新規
|
|
|
7
|
|
$167万
|
+$126万
|
+29,859
|
+261%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$155万
|
+$21.2万
|
+5,011
|
+14%
|
|
|
9
|
Innealta Capital
Austin,
Texas
|
$143万
|
-$7.05万
|
-1,667
|
-5%
|
|
|
10
|
SSA Swiss Advisors
Zurich,
|
$117万
|
-$2,538
|
-60
|
-0.2%
|
|
|
11
|
Quantinno Capital Management
New York
|
$109万
|
+$5.11万
|
+1,209
|
+5%
|
|
|
12
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$61.7万
|
–
|
–
|
–
|
|
|
13
|
North Capital
Salt Lake City,
Utah
|
$36.8万
|
+$14.7万
|
+3,464
|
+62%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$27.4万
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$25.5万
|
+$26.6万
|
+6,287
|
新規
|
|
|
16
|
LPL Financial
San Diego,
California
|
$24.9万
|
–
|
–
|
–
|
|
|
17
|
Sankala Group
Lyons,
Colorado
|
$16.8万
|
+$2.64万
|
+624
|
+17%
|
|
|
18
|
Millstone Evans Group
Boulder,
Colorado
|
$16.1万
|
+$8.99万
|
+2,125
|
+116%
|
|
|
19
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$11.3万
|
+$11.8万
|
+2,785
|
新規
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.32万
|
+$8.68万
|
+2,051
|
新規
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5万
|
+$5.25万
|
+1,240
|
新規
|
|
|
22
|
Rockefeller Capital Management
New York
|
$2.89万
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.43万
|
–
|
–
|
–
|
|
|
24
|
|
$1.24万
|
–
|
–
|
–
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6,076
|
+$6,346
|
+150
|
新規
|
|
