|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$11.1M
|
+$454K
|
+10,635
|
+4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.94M
|
+$16.1K
|
+377
|
+0.2%
|
|
|
3
|
Flow Traders U.S.
New York
|
$4.86M
|
+$2.69M
|
+62,995
|
+128%
|
|
|
4
|
First International Bank of Israel
Tel Aviv,
|
$3.64M
|
–
|
–
|
–
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$2.31M
|
-$49.1K
|
-1,151
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
-$2.64M
|
-61,860
|
-59%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.72M
|
-$73.7K
|
-1,726
|
-4%
|
|
|
8
|
Innealta Capital
Austin,
Texas
|
$1.52M
|
–
|
–
|
–
|
|
|
9
|
|
$1.2M
|
-$576K
|
-13,500
|
-33%
|
|
|
10
|
SSA Swiss Advisors
Zurich,
|
$1.2M
|
-$48.7K
|
-1,140
|
-4%
|
|
|
11
|
Quantinno Capital Management
New York
|
$1.15M
|
-$17.5K
|
-410
|
-2%
|
|
|
12
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$659K
|
–
|
–
|
–
|
|
|
13
|
North Capital
Salt Lake City,
Utah
|
$393K
|
–
|
–
|
–
|
|
|
14
|
Sankala Group
Lyons,
Colorado
|
$330K
|
+$142K
|
+3,322
|
+78%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$274K
|
+$7.98K
|
+187
|
+3%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$272K
|
–
|
–
|
–
|
|
|
17
|
|
$81.9K
|
+$67.7K
|
+1,586
|
+522%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54K
|
–
|
–
|
–
|
|
|
19
|
Arax Advisory Partners
Denver,
Colorado
|
$43.3K
|
+$42.7K
|
+1,000
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$30.9K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$11.7K
|
-$76.1K
|
-1,782
|
-87%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.5K
|
–
|
–
|
–
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.98K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.25K
|
+$2.18K
|
+51
|
+5,100%
|
|
