|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.79M
|
-$199K
|
-7,696
|
-3%
|
|
|
2
|
|
$2.97M
|
+$2.93M
|
+113,415
|
New
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$1.45M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$746K
|
+$734K
|
+28,447
|
New
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$596K
|
+$587K
|
+22,741
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$540K
|
-$52.1K
|
-2,019
|
-9%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$425K
|
+$183K
|
+7,094
|
+78%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$407K
|
+$389K
|
+15,082
|
New
|
|
|
9
|
SignatureFD
Atlanta,
Georgia
|
$310K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$289K
|
+$276K
|
+10,689
|
+3,080%
|
|
|
11
|
|
$185K
|
+$182K
|
+7,049
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$103K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.9K
|
+$11K
|
+426
|
+1,521%
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Eagle Bay Advisors
New York
|
$5.25K
|
+$1.29K
|
+50
|
+33%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$26
|
+$26
|
+1
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$651K
|
-27,972
|
Closed
|
|
|
18
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$366K
|
-14,684
|
Closed
|
|
