|
1
|
|
$7.07M
|
-$325K
|
-5,563
|
-4%
|
|
|
2
|
Capital Planning Advisors
Roseville,
California
|
$5.17M
|
+$99K
|
+1,692
|
+2%
|
|
|
3
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.53M
|
+$94.4K
|
+1,614
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
-$159K
|
-2,712
|
-4%
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$3.33M
|
-$1.86M
|
-31,779
|
-35%
|
|
|
6
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.49M
|
-$37K
|
-632
|
-1%
|
|
|
7
|
Weatherly Asset Management
Del Mar,
California
|
$2.37M
|
-$10.2K
|
-175
|
-0.4%
|
|
|
8
|
|
$2.32M
|
+$2.36M
|
+40,320
|
New
|
|
|
9
|
CX Institutional
Auburn,
Indiana
|
$2.26M
|
-$319K
|
-5,445
|
-12%
|
|
|
10
|
SG Americas Securities
New York
|
$1.86M
|
–
|
–
|
–
|
|
|
11
|
Millennium Management
New York
|
$1.78M
|
+$1.81M
|
+30,935
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.73M
|
-$997K
|
-17,036
|
-36%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.72M
|
-$418K
|
-7,145
|
-19%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
-$47.2K
|
-806
|
-3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.53M
|
+$32.2K
|
+550
|
+2%
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.32M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$49.7K
|
+850
|
+5%
|
|
|
18
|
Equitable Holdings
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.04M
|
-$336K
|
-5,750
|
-24%
|
|
|
20
|
Tiedemann Advisors
New York
|
$885K
|
–
|
–
|
–
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$817K
|
+$831K
|
+14,198
|
New
|
|
|
22
|
Sepio Capital
Salt Lake City,
Utah
|
$506K
|
+$514K
|
+8,790
|
New
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$472K
|
–
|
–
|
–
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$466K
|
–
|
–
|
–
|
|
|
25
|
MGO One Seven
Beachwood,
Ohio
|
$380K
|
-$180K
|
-3,070
|
-32%
|
|
