|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.13M
|
-$84.1K
|
-2,273
|
-0.9%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.08M
|
+$205K
|
+5,538
|
+3%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$2.49M
|
+$11K
|
+297
|
+0.5%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$2.21M
|
-$29.5K
|
-798
|
-1%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.76M
|
+$203K
|
+5,478
|
+13%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.33M
|
–
|
–
|
–
|
|
|
7
|
SSA Swiss Advisors
Zurich,
|
$1.12M
|
+$26.6K
|
+720
|
+3%
|
|
|
8
|
Quantinno Capital Management
New York
|
$1.1M
|
+$187K
|
+5,066
|
+21%
|
|
|
9
|
Flow Traders U.S.
New York
|
$915K
|
-$2.4M
|
-64,842
|
-73%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$865K
|
+$63.8K
|
+1,724
|
+8%
|
|
|
11
|
|
$438K
|
-$2M
|
-54,026
|
-82%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$298K
|
+$278K
|
+7,514
|
+2,165%
|
|
|
13
|
Vivaldi Capital Management
Chicago,
Illinois
|
$256K
|
+$1.33K
|
+36
|
+0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$221K
|
-$9.55K
|
-258
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$163K
|
+$159K
|
+4,296
|
New
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$75.9K
|
-$74K
|
-2,000
|
-50%
|
|
|
17
|
Millstone Evans Group
Boulder,
Colorado
|
$41.1K
|
+$40.1K
|
+1,084
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.8K
|
–
|
–
|
–
|
|
|
19
|
|
$11.6K
|
+$111
|
+3
|
+1%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$2.69K
|
–
|
–
|
–
|
|
|
21
|
|
$1.14K
|
+$1.11K
|
+30
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$27
|
+$37
|
+1
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$21.4K
|
-600
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.07K
|
-58
|
Closed
|
|
|
25
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
–
|
-$1.14K
|
-32
|
Closed
|
|
