|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.58M
|
-$447K
|
-9,405
|
-5%
|
|
|
2
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.38M
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.22M
|
+$956K
|
+20,140
|
+39%
|
|
|
4
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.26M
|
+$44.2K
|
+931
|
+2%
|
|
|
5
|
|
$1.73M
|
+$991K
|
+20,869
|
+119%
|
|
|
6
|
Equitable Holdings
New York
|
$778K
|
+$1.04K
|
+22
|
+0.1%
|
|
|
7
|
Fortitude Family Office
Scottsdale,
Arizona
|
$679K
|
+$714K
|
+15,030
|
New
|
|
|
8
|
|
$559K
|
-$1.43K
|
-30
|
-0.2%
|
|
|
9
|
Ballentine Partners
Waltham,
Massachusetts
|
$366K
|
–
|
–
|
–
|
|
|
10
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$366K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$332K
|
-$2.13M
|
-44,878
|
-86%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$320K
|
+$3.32K
|
+70
|
+1%
|
|
|
13
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$310K
|
-$18.6K
|
-391
|
-6%
|
|
|
14
|
SPC Financial Inc
Rockville,
Maryland
|
$282K
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$266K
|
+$279K
|
+5,879
|
New
|
|
|
16
|
DRW Securities
Chicago,
Illinois
|
$258K
|
–
|
–
|
–
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$237K
|
+$18.6K
|
+391
|
+8%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$210K
|
-$139K
|
-2,930
|
-39%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$166K
|
-$48.2K
|
-1,014
|
-22%
|
|
|
20
|
Blue Trust Inc
Alpharetta,
Georgia
|
$107K
|
+$45.6K
|
+960
|
+68%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$88.4K
|
-$47
|
-1
|
-0.1%
|
|
|
22
|
Advantage Trust Company
Salina,
Kansas
|
$81.3K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$47.8K
|
-$142
|
-3
|
-0.3%
|
|
|
24
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$31.6K
|
+$33.2K
|
+700
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.5K
|
-$500K
|
-10,532
|
-95%
|
|
