|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$10.8M
|
+$43.5K
|
+1,095
|
+0.4%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.61M
|
-$259K
|
-6,518
|
-3%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.5M
|
–
|
–
|
–
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$2.33M
|
+$2.23M
|
+56,057
|
New
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$1.53M
|
-$1.12M
|
-28,093
|
-43%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.51M
|
-$113K
|
-2,841
|
-7%
|
|
|
7
|
SSA Swiss Advisors
Zurich,
|
$1.2M
|
–
|
–
|
–
|
|
|
8
|
Quantinno Capital Management
New York
|
$1.07M
|
-$93.1K
|
-2,344
|
-8%
|
|
|
9
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$630K
|
–
|
–
|
–
|
|
|
10
|
|
$474K
|
+$77.7K
|
+1,955
|
+21%
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$254K
|
+$2.9K
|
+73
|
+1%
|
|
|
13
|
North Capital
Salt Lake City,
Utah
|
$232K
|
-$40
|
-1
|
-0%
|
|
|
14
|
Sankala Group
Lyons,
Colorado
|
$163K
|
+$143K
|
+3,611
|
New
|
|
|
15
|
Millstone Evans Group
Boulder,
Colorado
|
$76.1K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$37.5K
|
-$1.59K
|
-40
|
-4%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$29.6K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.9K
|
–
|
–
|
–
|
|
|
19
|
|
$12.6K
|
–
|
–
|
–
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$4.77K
|
–
|
–
|
–
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2.94K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$332
|
+$318
|
+8
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$36
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$939K
|
-24,494
|
Closed
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$902K
|
-23,514
|
Closed
|
|
