|
1
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.69M
|
+$35.4K
|
+782
|
+0.5%
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.53M
|
+$255K
|
+5,638
|
+4%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.8M
|
+$478K
|
+10,558
|
+22%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.19M
|
-$209K
|
-4,616
|
-9%
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$2.03M
|
-$257K
|
-5,661
|
-12%
|
|
|
6
|
|
$1.72M
|
+$744K
|
+16,416
|
+86%
|
|
|
7
|
Weatherly Asset Management
Del Mar,
California
|
$1.3M
|
-$487K
|
-10,745
|
-29%
|
|
|
8
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$218K
|
+4,810
|
+31%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.1M
|
+$26.3K
|
+581
|
+3%
|
|
|
10
|
Tiedemann Advisors
New York
|
$747K
|
–
|
–
|
–
|
|
|
11
|
Equitable Holdings
New York
|
$695K
|
+$136
|
+3
|
+0%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$543K
|
+$50.3K
|
+1,111
|
+11%
|
|
|
13
|
Ballentine Partners
Waltham,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
14
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$391K
|
+$365K
|
+8,049
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$353K
|
-$48.7K
|
-1,074
|
-13%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$304K
|
+$273K
|
+6,016
|
New
|
|
|
17
|
SPC Financial Inc
Rockville,
Maryland
|
$303K
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
19
|
Tidal Investments
Milwaukee,
Wisconsin
|
$253K
|
-$23.9K
|
-528
|
-9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189K
|
-$1.14M
|
-25,253
|
-87%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
–
|
–
|
–
|
|
|
22
|
Blue Trust Inc
Alpharetta,
Georgia
|
$65K
|
+$48K
|
+1,060
|
+202%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.7K
|
-$217K
|
-4,779
|
-79%
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$48K
|
-$15.9K
|
-350
|
-26%
|
|
|
25
|
James Investment Research
Alpha,
Ohio
|
$45K
|
+$15.9K
|
+350
|
+61%
|
|
