|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$10.6M
|
+$10.5M
|
+317,703
|
New
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.24M
|
+$41.1K
|
+1,247
|
+0.5%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.06M
|
+$923K
|
+28,032
|
+18%
|
|
|
4
|
Flow Traders U.S.
New York
|
$4.7M
|
+$223K
|
+6,774
|
+5%
|
|
|
5
|
|
$3.6M
|
+$1.47M
|
+44,531
|
+70%
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$3.21M
|
-$2.11M
|
-64,090
|
-40%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.89M
|
+$205K
|
+6,220
|
+12%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.17M
|
-$117K
|
-3,562
|
-10%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$679K
|
+$67.8K
|
+2,061
|
+11%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$649K
|
+$28.2K
|
+858
|
+5%
|
|
|
11
|
Quantinno Capital Management
New York
|
$628K
|
+$393K
|
+11,947
|
+172%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$264K
|
-$101K
|
-3,071
|
-28%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$261K
|
-$13.2K
|
-402
|
-5%
|
|
|
14
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$166K
|
–
|
–
|
–
|
|
|
15
|
Eagle Bay Advisors
New York
|
$41.1K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.9K
|
–
|
–
|
–
|
|
|
17
|
|
$10K
|
+$66
|
+2
|
+0.7%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7.75K
|
+$5.43K
|
+165
|
+243%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$596K
|
-18,148
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$324K
|
-9,867
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$231K
|
-7,046
|
Closed
|
|
