|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.49M
|
+$643K
|
+10,213
|
+9%
|
|
|
2
|
|
$5.19M
|
-$120K
|
-1,909
|
-2%
|
|
|
3
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.54M
|
+$397K
|
+6,303
|
+12%
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$3.5M
|
–
|
–
|
–
|
|
|
5
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.16M
|
+$406K
|
+6,445
|
+14%
|
|
|
6
|
Weatherly Asset Management
Del Mar,
California
|
$2.46M
|
-$28.1K
|
-447
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.06M
|
-$22.9K
|
-363
|
-1%
|
|
|
8
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.93M
|
-$160K
|
-2,540
|
-7%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.39M
|
–
|
–
|
–
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$1.31M
|
-$327K
|
-5,202
|
-19%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
-$279K
|
-4,434
|
-18%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$992K
|
-$816K
|
-12,958
|
-44%
|
|
|
13
|
Equitable Holdings
New York
|
$956K
|
+$173K
|
+2,747
|
+21%
|
|
|
14
|
Tiedemann Advisors
New York
|
$934K
|
–
|
–
|
–
|
|
|
15
|
|
$801K
|
-$2.37M
|
-37,664
|
-74%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$642K
|
+$80.6K
|
+1,281
|
+14%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$581K
|
-$44.3K
|
-703
|
-7%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$555K
|
-$1.24M
|
-19,688
|
-68%
|
|
|
19
|
Millennium Management
New York
|
$517K
|
-$588K
|
-9,342
|
-52%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$495K
|
-$20.6K
|
-327
|
-4%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$492K
|
–
|
–
|
–
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
$379K
|
-$22K
|
-350
|
-5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$340K
|
+$9.57K
|
+152
|
+3%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$316K
|
–
|
–
|
–
|
|
|
25
|
Eaton Vance Management
Boston,
Massachusetts
|
$277K
|
-$83.7K
|
-1,330
|
-23%
|
|
