|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.76M
|
-$365K
|
-10,441
|
-4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.47M
|
-$326K
|
-9,334
|
-5%
|
|
|
3
|
Flow Traders U.S.
New York
|
$3.18M
|
+$3.11M
|
+88,968
|
New
|
|
|
4
|
|
$2.34M
|
+$2.29M
|
+65,568
|
New
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$2.33M
|
-$1.08M
|
-31,061
|
-32%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$2.11M
|
-$165K
|
-4,725
|
-7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.46M
|
-$264K
|
-7,549
|
-16%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.25M
|
+$115K
|
+3,296
|
+10%
|
|
|
9
|
SSA Swiss Advisors
Zurich,
|
$1M
|
+$981K
|
+28,100
|
New
|
|
|
10
|
Quantinno Capital Management
New York
|
$854K
|
+$23.6K
|
+677
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$753K
|
+$736K
|
+21,087
|
New
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$218K
|
+$213K
|
+6,096
|
New
|
|
|
14
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$143K
|
+$52.4K
|
+1,500
|
+60%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.4K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$21.4K
|
+$21K
|
+600
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$12.4K
|
-$940K
|
-26,911
|
-99%
|
|
|
18
|
|
$10.8K
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$2.54K
|
-$594
|
-17
|
-19%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.07K
|
+$1.36K
|
+39
|
+205%
|
|
|
21
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1.14K
|
+$1.12K
|
+32
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9
|
-$35
|
-1
|
Closed
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
–
|
-$10.2M
|
-317,703
|
Closed
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$269K
|
-8,420
|
Closed
|
|
|
25
|
Eagle Bay Advisors
New York
|
–
|
-$39.5K
|
-1,237
|
Closed
|
|
