|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.24M
|
+$7.4M
|
+228,088
|
New
|
|
|
2
|
Innealta Capital
Austin,
Texas
|
$5.1M
|
–
|
–
|
–
|
|
|
3
|
|
$4.57M
|
+$2.94M
|
+90,775
|
+171%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.57M
|
-$117K
|
-3,617
|
-2%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.78M
|
+$716K
|
+22,075
|
+65%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.61M
|
+$371K
|
+11,433
|
+29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.36M
|
-$304K
|
-9,372
|
-18%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.09M
|
-$21K
|
-646
|
-2%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$946K
|
+$927K
|
+28,576
|
New
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$794K
|
–
|
–
|
–
|
|
|
11
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$476K
|
+$487K
|
+15,000
|
New
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$350K
|
-$7.43K
|
-229
|
-2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$342K
|
+$811
|
+25
|
+0.2%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$291K
|
–
|
–
|
–
|
|
|
15
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$159K
|
+$162K
|
+5,000
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$32.8K
|
-$17.8K
|
-550
|
-35%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.1K
|
–
|
–
|
–
|
|
|
18
|
|
$13.8K
|
-$2.04K
|
-63
|
-13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.99K
|
+$5.09K
|
+157
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$32
|
+$32
|
+1
|
New
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
–
|
-$18.3K
|
-585
|
Closed
|
|
