|
1
|
Morningstar Investment Management
Chicago,
Illinois
|
$10.2M
|
–
|
–
|
–
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.08M
|
+$353K
|
+10,441
|
+4%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.08M
|
+$466K
|
+13,756
|
+8%
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$3.08M
|
–
|
–
|
–
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$2.04M
|
-$47.4K
|
-1,400
|
-2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.31M
|
-$3.66K
|
-108
|
-0.2%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.12M
|
+$74.4K
|
+2,198
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$871K
|
+$923K
|
+27,258
|
New
|
|
|
9
|
Quantinno Capital Management
New York
|
$742K
|
+$23.2K
|
+685
|
+3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$269K
|
+$285K
|
+8,420
|
New
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$232K
|
+$227K
|
+6,707
|
New
|
|
|
12
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$79.9K
|
–
|
–
|
–
|
|
|
13
|
Eagle Bay Advisors
New York
|
$39.5K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.2K
|
–
|
–
|
–
|
|
|
15
|
|
$9.6K
|
+$34
|
+1
|
+0.3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
+$6.19K
|
+183
|
New
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.23K
|
+$3.42K
|
+101
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$2.81K
|
+$2.98K
|
+88
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$607
|
+$643
|
+19
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$40
|
-$440
|
-13
|
-93%
|
|
|
21
|
|
–
|
-$2.13M
|
-59,093
|
Closed
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$649K
|
-17,891
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$563K
|
-15,631
|
Closed
|
|
|
24
|
GTS Securities
Miami,
Florida
|
–
|
-$275K
|
-7,636
|
Closed
|
|
