|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.19M
|
-$194K
|
-6,871
|
-3%
|
|
|
2
|
Innealta Capital
Austin,
Texas
|
$4.67M
|
–
|
–
|
–
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.96M
|
+$3.85M
|
+136,178
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2M
|
+$69.2K
|
+2,450
|
+4%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
-$3.55M
|
-125,551
|
-77%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.02M
|
+$15.6K
|
+554
|
+2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$760K
|
–
|
–
|
–
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$727K
|
+$706K
|
+25,000
|
New
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$327K
|
+$14.5K
|
+513
|
+5%
|
|
|
10
|
|
$269K
|
+$261K
|
+9,249
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$230K
|
+$223K
|
+7,898
|
New
|
|
|
12
|
Rockefeller Capital Management
New York
|
$21K
|
+$20.5K
|
+726
|
New
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.4K
|
-$5.62K
|
-199
|
-25%
|
|
|
14
|
|
$14.5K
|
+$5.76K
|
+204
|
+70%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$2.65K
|
+$2.57K
|
+91
|
New
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$1.35M
|
-47,151
|
Closed
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$266K
|
-10,203
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13K
|
-517
|
Closed
|
|
