|
1
|
|
$7.27M
|
+$587K
|
+11,583
|
+10%
|
|
|
2
|
Innealta Capital
Austin,
Texas
|
$5.08M
|
+$1.86M
|
+36,697
|
+69%
|
|
|
3
|
Capital Planning Advisors
Roseville,
California
|
$5M
|
+$307K
|
+6,063
|
+7%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.37M
|
+$377K
|
+7,445
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
-$371K
|
-7,322
|
-9%
|
|
|
6
|
Schonfeld Strategic Advisors
New York
|
$3.79M
|
+$3.39M
|
+66,790
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.67M
|
-$43.3K
|
-855
|
-2%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$2.53M
|
+$2.27M
|
+44,723
|
New
|
|
|
9
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.48M
|
-$247K
|
-4,875
|
-10%
|
|
|
10
|
Weatherly Asset Management
Del Mar,
California
|
$2.34M
|
-$7.81K
|
-154
|
-0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.1M
|
+$91.1K
|
+1,796
|
+5%
|
|
|
12
|
SG Americas Securities
New York
|
$1.83M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.71M
|
-$727K
|
-14,343
|
-32%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.48M
|
-$17.9K
|
-353
|
-1%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.35M
|
+$435K
|
+8,590
|
+57%
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.3M
|
-$3.07M
|
-60,468
|
-72%
|
|
|
17
|
Equitable Holdings
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$229K
|
+4,518
|
+32%
|
|
|
19
|
Tiedemann Advisors
New York
|
$872K
|
–
|
–
|
–
|
|
|
20
|
MGO One Seven
Beachwood,
Ohio
|
$548K
|
-$212K
|
-4,181
|
-30%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$470K
|
-$44.5K
|
-877
|
-10%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$459K
|
–
|
–
|
–
|
|
|
23
|
SPC Financial Inc
Rockville,
Maryland
|
$374K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$367K
|
+$125K
|
+2,466
|
+62%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$347K
|
+$68.2K
|
+1,345
|
+28%
|
|
