|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.71M
|
+$413K
|
+9,405
|
+6%
|
|
|
2
|
Jasper Ridge Partners
Menlo Park,
California
|
$6.87M
|
–
|
–
|
–
|
|
|
3
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.26M
|
+$161K
|
+3,660
|
+7%
|
|
|
4
|
Everett Harris & Co
Los Angeles,
California
|
$2.07M
|
+$44M
|
+1,000,000
|
New
|
|
|
5
|
|
$1.8M
|
+$197K
|
+4,491
|
+12%
|
|
|
6
|
Equitable Holdings
New York
|
$784K
|
+$62.2K
|
+1,415
|
+8%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$595K
|
-$2.51M
|
-57,047
|
-80%
|
|
|
8
|
Ballentine Partners
Waltham,
Massachusetts
|
$341K
|
–
|
–
|
–
|
|
|
9
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$341K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$301K
|
+$2.64K
|
+60
|
+0.8%
|
|
|
11
|
SPC Financial Inc
Rockville,
Maryland
|
$263K
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$243K
|
+$23.3K
|
+530
|
+10%
|
|
|
14
|
DRW Securities
Chicago,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
15
|
|
$185K
|
-$350K
|
-7,968
|
-64%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$104K
|
-$53.2K
|
-1,211
|
-33%
|
|
|
17
|
Advantage Trust Company
Salina,
Kansas
|
$75.7K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$73.3K
|
-$9.49K
|
-216
|
-11%
|
|
|
19
|
Blue Trust Inc
Alpharetta,
Georgia
|
$58.1K
|
-$43.4K
|
-987
|
-42%
|
|
|
20
|
Abound Financial
Granite Bay,
California
|
$49.4K
|
+$51.6K
|
+1,173
|
New
|
|
|
21
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$29.5K
|
–
|
–
|
–
|
|
|
22
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$21K
|
+$22K
|
+500
|
New
|
|
|
23
|
RhumbLine Advisers
Boston,
Massachusetts
|
$14.4K
|
–
|
–
|
–
|
|
|
24
|
|
$12.7K
|
-$6.42K
|
-146
|
-33%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$12.6K
|
–
|
–
|
–
|
|
