|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.34M
|
+$195K
|
+5,650
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.02M
|
+$212K
|
+6,159
|
+4%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$5.82M
|
–
|
–
|
–
|
|
|
4
|
Prudential Financial
Newark,
New Jersey
|
$2.58M
|
+$2.45M
|
+71,095
|
New
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$2M
|
-$1.38M
|
-40,000
|
-42%
|
|
|
6
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.21M
|
+$1.37M
|
+39,643
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$202K
|
+$192K
|
+5,560
|
New
|
|
|
8
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$22.2K
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9K
|
+$3.35K
|
+97
|
+63%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$8K
|
+$7.24K
|
+210
|
New
|
|
|
12
|
|
–
|
-$1.13M
|
-35,036
|
Closed
|
|
|
13
|
Kore Private Wealth
New York
|
–
|
-$750K
|
-23,374
|
Closed
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
–
|
+$34
|
+1
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
+$103
|
+3
|
New
|
|
