|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$11.3M
|
–
|
–
|
–
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.76M
|
-$179K
|
-5,124
|
-2%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.37M
|
-$196K
|
-5,612
|
-3%
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$3.48M
|
–
|
–
|
–
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$2.35M
|
+$2.28M
|
+65,205
|
New
|
|
|
6
|
|
$2.13M
|
-$1.72M
|
-49,196
|
-45%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.75M
|
-$295K
|
-8,431
|
-15%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.27M
|
-$67.5K
|
-1,932
|
-6%
|
|
|
9
|
Quantinno Capital Management
New York
|
$812K
|
+$128K
|
+3,655
|
+19%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$649K
|
-$34.2K
|
-979
|
-5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$563K
|
-$168K
|
-4,794
|
-23%
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$275K
|
+$267K
|
+7,636
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$271K
|
-$11.3K
|
-324
|
-4%
|
|
|
14
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$90.1K
|
-$87.4K
|
-2,500
|
-50%
|
|
|
15
|
Eagle Bay Advisors
New York
|
$44.6K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.6K
|
–
|
–
|
–
|
|
|
17
|
|
$10.8K
|
-$35
|
-1
|
-0.3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$519
|
+$489
|
+14
|
New
|
|
|
19
|
Flow Traders U.S.
New York
|
–
|
-$4.7M
|
-141,405
|
Closed
|
|
|
20
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$264K
|
-7,946
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$7.75K
|
-233
|
Closed
|
|
