|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.88M
|
+$68K
|
+1,912
|
+0.7%
|
|
|
2
|
|
$2.87M
|
+$2.77M
|
+78,024
|
New
|
|
|
3
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.7M
|
+$1.65M
|
+46,312
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$836K
|
+$808K
|
+22,718
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$729K
|
+$705K
|
+19,826
|
New
|
|
|
6
|
|
$259K
|
+$176K
|
+4,951
|
+237%
|
|
|
7
|
Sunbelt Securities
Houston,
Texas
|
$255K
|
+$247K
|
+6,942
|
New
|
|
|
8
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$239K
|
+$231K
|
+6,500
|
New
|
|
|
9
|
Idaho Trust Bank
Boise,
Idaho
|
$214K
|
+$207K
|
+5,809
|
New
|
|
|
10
|
Lunt Capital Management
Holladay,
Utah
|
$208K
|
+$201K
|
+5,655
|
New
|
|
|
11
|
RhumbLine Advisers
Boston,
Massachusetts
|
$26.8K
|
–
|
–
|
–
|
|
|
12
|
|
$26.7K
|
-$1.85K
|
-52
|
-7%
|
|
|
13
|
Highline Wealth Partners
Sherman Oaks,
California
|
$25.7K
|
+$24.9K
|
+700
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$24.6K
|
+$23.8K
|
+669
|
New
|
|
|
15
|
NBT Bank
Norwich,
New York
|
$10.2K
|
–
|
–
|
–
|
|
|
16
|
Howe & Rusling
Rochester,
New York
|
$2.94K
|
+$2.85K
|
+80
|
New
|
|
|
17
|
Copia Wealth Management
Bend,
Oregon
|
$2.21K
|
+$2.13K
|
+60
|
New
|
|
|
18
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$404
|
+$391
|
+11
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$21
|
–
|
–
|
–
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$424K
|
-13,101
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$248K
|
-7,654
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$14.7K
|
-453
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
+$107
|
+3
|
New
|
|
|
24
|
Covestor
London,
United Kingdom
|
–
|
+$320
|
+9
|
+450%
|
|
