|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.33M
|
-$124K
|
-4,769
|
-2%
|
|
|
2
|
GTS Securities
Miami,
Florida
|
$1.65M
|
-$486K
|
-18,725
|
-24%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$1.57M
|
–
|
–
|
–
|
|
|
4
|
|
$876K
|
+$235K
|
+9,075
|
+42%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$628K
|
-$202K
|
-7,778
|
-26%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$474K
|
+$432K
|
+16,656
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$461K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$447K
|
-$100K
|
-3,855
|
-20%
|
|
|
9
|
|
$264K
|
-$3.53K
|
-136
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$197K
|
+$5.19K
|
+200
|
+3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$129K
|
-$21.7K
|
-838
|
-16%
|
|
|
12
|
Eagle Bay Advisors
New York
|
$34.1K
|
+$31.1K
|
+1,200
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$32.9K
|
-$20.9K
|
-804
|
-41%
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.9K
|
+$11.7K
|
+452
|
New
|
|
|
15
|
Private Trust Company
Cleveland,
Ohio
|
$10K
|
-$674
|
-26
|
-7%
|
|
|
16
|
|
$29
|
+$26
|
+1
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8
|
-$26
|
-1
|
Closed
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.06M
|
-41,987
|
Closed
|
|
|
19
|
Dunhill Financial
London,
United Kingdom
|
–
|
-$240K
|
-9,388
|
Closed
|
|
