|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.48M
|
+$227K
|
+3,723
|
+3%
|
|
|
2
|
|
$4.83M
|
-$129K
|
-2,120
|
-3%
|
|
|
3
|
Jasper Ridge Partners
Menlo Park,
California
|
$4.52M
|
+$1.12M
|
+18,356
|
+31%
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$3.35M
|
+$61
|
+1
|
+0%
|
|
|
5
|
Weatherly Asset Management
Del Mar,
California
|
$2.34M
|
-$42.1K
|
-692
|
-2%
|
|
|
6
|
|
$1.7M
|
+$1.76M
|
+28,885
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.68M
|
+$195K
|
+3,207
|
+13%
|
|
|
8
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.56M
|
-$126K
|
-2,075
|
-7%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.35M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$962K
|
+15,801
|
+348%
|
|
|
11
|
Millennium Management
New York
|
$948K
|
+$522K
|
+8,576
|
+114%
|
|
|
12
|
Tiedemann Advisors
New York
|
$906K
|
–
|
–
|
–
|
|
|
13
|
Equitable Holdings
New York
|
$902K
|
-$26.4K
|
-433
|
-3%
|
|
|
14
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$900K
|
+$779K
|
+12,806
|
New
|
|
|
15
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$748K
|
-$1.4M
|
-22,958
|
-64%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$743K
|
-$126K
|
-2,075
|
-14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$741K
|
-$69.4K
|
-1,141
|
-8%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$477K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$476K
|
-$19K
|
-312
|
-4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$469K
|
-$11.3K
|
-186
|
-2%
|
|
|
21
|
SPC Financial Inc
Rockville,
Maryland
|
$368K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$356K
|
-$96.5K
|
-1,586
|
-21%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$313K
|
-$472K
|
-7,749
|
-59%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$261K
|
-$46.3K
|
-760
|
-15%
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$261K
|
–
|
–
|
–
|
|
