|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.11M
|
-$55.1K
|
-1,690
|
-0.7%
|
|
|
2
|
Innealta Capital
Austin,
Texas
|
$5.27M
|
–
|
–
|
–
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.07M
|
-$431K
|
-13,213
|
-8%
|
|
|
4
|
Flow Traders U.S.
New York
|
$4.42M
|
-$229K
|
-7,030
|
-5%
|
|
|
5
|
|
$2.09M
|
-$202K
|
-6,183
|
-9%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.67M
|
+$120K
|
+3,679
|
+8%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.15M
|
–
|
–
|
–
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$603K
|
-$25.4K
|
-778
|
-4%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$603K
|
+$26.2K
|
+802
|
+5%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$596K
|
-$639K
|
-19,605
|
-52%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$362K
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$324K
|
+$322K
|
+9,867
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$271K
|
+$7.21K
|
+221
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$231K
|
+$230K
|
+7,046
|
New
|
|
|
15
|
Quantinno Capital Management
New York
|
$228K
|
+$226K
|
+6,937
|
New
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$164K
|
–
|
–
|
–
|
|
|
17
|
Eagle Bay Advisors
New York
|
$40.6K
|
+$40.3K
|
+1,237
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.7K
|
–
|
–
|
–
|
|
|
19
|
|
$9.84K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.23K
|
-$157K
|
-4,802
|
-99%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$16
|
-$32K
|
-981
|
Closed
|
|
|
22
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$3.94K
|
-119
|
Closed
|
|
