|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.24M
|
+$267K
|
+8,734
|
+4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.55M
|
+$708K
|
+23,156
|
+16%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$5.32M
|
–
|
–
|
–
|
|
|
4
|
Flow Traders U.S.
New York
|
$4.7M
|
-$1.56M
|
-51,106
|
-27%
|
|
|
5
|
|
$2.32M
|
+$270K
|
+8,819
|
+14%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.56M
|
+$1.13M
|
+36,863
|
+362%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$1.15M
|
+37,753
|
New
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.16M
|
-$13.2K
|
-432
|
-1%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$621K
|
+$575K
|
+18,790
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$582K
|
+$537K
|
+17,562
|
New
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$365K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$266K
|
+$2.35K
|
+77
|
+1%
|
|
|
13
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$166K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$161K
|
+$81.3K
|
+2,660
|
+120%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$32.5K
|
+$30K
|
+980
|
+98,000%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.9K
|
–
|
–
|
–
|
|
|
17
|
|
$9.92K
|
+$31
|
+1
|
+0.3%
|
|
|
18
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.94K
|
-$6.36K
|
-208
|
-64%
|
|
|
19
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
–
|
-$448K
|
-15,000
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$70K
|
-2,334
|
Closed
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
–
|
-$17.5K
|
-585
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9.45K
|
-316
|
Closed
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$389
|
-13
|
Closed
|
|
