|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.62M
|
+$16.5K
|
+266
|
+0.2%
|
|
|
2
|
|
$5.19M
|
-$87.2K
|
-1,404
|
-2%
|
|
|
3
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.6M
|
–
|
–
|
–
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$3.51M
|
-$52.3K
|
-843
|
-1%
|
|
|
5
|
Weatherly Asset Management
Del Mar,
California
|
$2.5M
|
-$2.79K
|
-45
|
-0.1%
|
|
|
6
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.21M
|
-$1.03M
|
-16,553
|
-32%
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.77M
|
-$197K
|
-3,173
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.56M
|
-$539K
|
-8,681
|
-26%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.42M
|
–
|
–
|
–
|
|
|
10
|
Equitable Holdings
New York
|
$973K
|
–
|
–
|
–
|
|
|
11
|
Tiedemann Advisors
New York
|
$950K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$907K
|
-$102K
|
-1,639
|
-10%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$848K
|
-$393K
|
-6,325
|
-32%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$806K
|
-$531K
|
-8,556
|
-40%
|
|
|
15
|
Private Trust Company
Cleveland,
Ohio
|
$653K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$518K
|
-$46.5K
|
-749
|
-8%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$503K
|
-$683
|
-11
|
-0.1%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$500K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$471K
|
-$121K
|
-1,948
|
-20%
|
|
|
20
|
Millennium Management
New York
|
$464K
|
-$62K
|
-999
|
-12%
|
|
|
21
|
SPC Financial Inc
Rockville,
Maryland
|
$386K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$315K
|
-$31.9K
|
-513
|
-9%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$280K
|
–
|
–
|
–
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$273K
|
–
|
–
|
–
|
|
|
25
|
Eagle Bay Advisors
New York
|
$272K
|
+$137K
|
+2,200
|
+100%
|
|
