|
1
|
|
$8.03M
|
-$309K
|
-4,837
|
-4%
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.85M
|
+$1.39M
|
+21,809
|
+28%
|
|
|
3
|
Capital Planning Advisors
Roseville,
California
|
$6.35M
|
+$217K
|
+3,393
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.84M
|
-$114K
|
-1,785
|
-2%
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$3.93M
|
-$6.77K
|
-106
|
-0.2%
|
|
|
6
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.73M
|
+$3.5M
|
+54,749
|
New
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$3.3M
|
+$592K
|
+9,269
|
+24%
|
|
|
8
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.88M
|
-$63K
|
-986
|
-2%
|
|
|
9
|
Weatherly Asset Management
Del Mar,
California
|
$2.79M
|
-$8.24K
|
-129
|
-0.3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.5M
|
+$435K
|
+6,800
|
+23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$988K
|
+15,455
|
+79%
|
|
|
12
|
SG Americas Securities
New York
|
$2.2M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
+$32.3K
|
+506
|
+2%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.94M
|
+$669K
|
+10,465
|
+58%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.87M
|
+$53.1K
|
+831
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.76M
|
-$252K
|
-3,950
|
-13%
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.56M
|
+$383
|
+6
|
+0%
|
|
|
18
|
Tiedemann Advisors
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
19
|
Millennium Management
New York
|
$1.01M
|
-$1.02M
|
-16,035
|
-52%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$986K
|
+$18.3K
|
+286
|
+2%
|
|
|
21
|
Equitable Holdings
New York
|
$741K
|
-$537K
|
-8,400
|
-44%
|
|
|
22
|
Sepio Capital
Salt Lake City,
Utah
|
$605K
|
+$6.45K
|
+101
|
+1%
|
|
|
23
|
V Wealth Advisors
Overland Park,
Kansas
|
$576K
|
+$541K
|
+8,462
|
New
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$559K
|
–
|
–
|
–
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$551K
|
–
|
–
|
–
|
|
