|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$10.1M
|
+$750K
|
+19,724
|
+8%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.28M
|
+$127K
|
+3,350
|
+2%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$2.49M
|
-$27.5K
|
-722
|
-1%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.31M
|
+$953K
|
+25,050
|
+71%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.51M
|
-$268K
|
-7,053
|
-15%
|
|
|
6
|
SSA Swiss Advisors
Zurich,
|
$1.09M
|
–
|
–
|
–
|
|
|
7
|
Quantinno Capital Management
New York
|
$1.08M
|
-$34.8K
|
-914
|
-3%
|
|
|
8
|
Flow Traders U.S.
New York
|
$939K
|
+$14K
|
+368
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$902K
|
+$26.7K
|
+703
|
+3%
|
|
|
10
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$583K
|
+$578K
|
+15,200
|
New
|
|
|
11
|
|
$363K
|
-$79K
|
-2,076
|
-18%
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$259K
|
+$799
|
+21
|
+0.3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$244K
|
+$78.5K
|
+2,065
|
+48%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$232K
|
+$8.37K
|
+220
|
+4%
|
|
|
15
|
North Capital
Salt Lake City,
Utah
|
$215K
|
+$213K
|
+5,601
|
New
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$76.7K
|
–
|
–
|
–
|
|
|
17
|
Millstone Evans Group
Boulder,
Colorado
|
$70.4K
|
+$28.6K
|
+751
|
+69%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$36.2K
|
-$263K
|
-6,917
|
-88%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$27.3K
|
+$27.1K
|
+713
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
21
|
|
$11.7K
|
–
|
–
|
–
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$4.41K
|
+$4.37K
|
+115
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$2.72K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.22K
|
+32
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
