|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.04M
|
+$811K
|
+12,341
|
+12%
|
|
|
2
|
Capital Planning Advisors
Roseville,
California
|
$6.25M
|
+$471K
|
+7,168
|
+8%
|
|
|
3
|
|
$5.44M
|
-$2.01M
|
-30,579
|
-26%
|
|
|
4
|
CX Institutional
Auburn,
Indiana
|
$4.39M
|
+$1.45M
|
+22,051
|
+45%
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$3.59M
|
-$1.64K
|
-25
|
-0%
|
|
|
6
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.24M
|
+$3.42M
|
+52,068
|
New
|
|
|
7
|
|
$3.17M
|
+$3.34M
|
+50,855
|
New
|
|
|
8
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.85M
|
+$232K
|
+3,527
|
+8%
|
|
|
9
|
Weatherly Asset Management
Del Mar,
California
|
$2.55M
|
-$6.57K
|
-100
|
-0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.14M
|
-$43.5K
|
-663
|
-2%
|
|
|
11
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.14M
|
+$2.25M
|
+34,330
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.82M
|
+$1.92M
|
+29,299
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.79M
|
-$69.4K
|
-1,056
|
-4%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$1.67M
|
+$1.43M
|
+21,775
|
+432%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52M
|
-$92.3K
|
-1,406
|
-5%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$1.58M
|
+24,109
|
New
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.43M
|
-$394
|
-6
|
-0%
|
|
|
18
|
SG Americas Securities
New York
|
$1.4M
|
-$652K
|
-9,921
|
-31%
|
|
|
19
|
Millennium Management
New York
|
$1.11M
|
+$194K
|
+2,961
|
+20%
|
|
|
20
|
Tiedemann Advisors
New York
|
$958K
|
–
|
–
|
–
|
|
|
21
|
Equitable Holdings
New York
|
$810K
|
+$140K
|
+2,131
|
+20%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$640K
|
-$3.99M
|
-60,776
|
-86%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$578K
|
+$70.3K
|
+1,070
|
+13%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$532K
|
+$561K
|
+8,542
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$528K
|
-$1.86M
|
-28,311
|
-77%
|
|
