|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.17M
|
+$370K
|
+11,736
|
+5%
|
|
|
2
|
Flow Traders U.S.
New York
|
$5.76M
|
+$6.08M
|
+192,767
|
New
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$4.8M
|
–
|
–
|
–
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.31M
|
+$14.9K
|
+471
|
+0.3%
|
|
|
5
|
|
$1.83M
|
-$2.61M
|
-82,749
|
-58%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.06M
|
+$34K
|
+1,078
|
+3%
|
|
|
7
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$448K
|
–
|
–
|
–
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$329K
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$304K
|
-$1.27M
|
-40,418
|
-80%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$237K
|
-$89.2K
|
-2,827
|
-26%
|
|
|
11
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$149K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
+$73.6K
|
+2,334
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$66.1K
|
+$37.1K
|
+1,176
|
+114%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.9K
|
–
|
–
|
–
|
|
|
15
|
Orion Capital Management
Coronado,
California
|
$17.5K
|
+$18.5K
|
+585
|
New
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$9.8K
|
+$10.3K
|
+327
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9.45K
|
+$5.02K
|
+159
|
+101%
|
|
|
18
|
|
$8.91K
|
-$4.29K
|
-136
|
-31%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$389
|
+$410
|
+13
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$30
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.78M
|
-56,031
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$1.36M
|
-42,916
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$946K
|
-28,576
|
Closed
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
–
|
-$794K
|
-25,000
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$291K
|
-9,169
|
Closed
|
|
