|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.64M
|
+$48K
|
+1,830
|
+0.7%
|
|
|
2
|
GTS Securities
Miami,
Florida
|
$1.94M
|
+$902K
|
+34,413
|
+81%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$1.4M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$846K
|
+32,287
|
+333%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$756K
|
+$89.6K
|
+3,419
|
+13%
|
|
|
6
|
|
$550K
|
-$150K
|
-5,732
|
-21%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$495K
|
-$13.1K
|
-500
|
-2%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$410K
|
–
|
–
|
–
|
|
|
9
|
Dunhill Financial
London,
United Kingdom
|
$240K
|
-$10.2K
|
-388
|
-4%
|
|
|
10
|
|
$238K
|
-$30.4K
|
-1,160
|
-11%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
-$2.83K
|
-108
|
-2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$136K
|
-$184K
|
-7,021
|
-57%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$49.6K
|
+$50K
|
+1,907
|
+3,531%
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$9.57K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$14
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$164K
|
-5,940
|
Closed
|
|
