|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
$10.2M
|
-$617K
|
-14,586
|
-6%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.36M
|
+$957K
|
+22,613
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25M
|
+$4.44M
|
+104,887
|
New
|
|
|
4
|
First International Bank of Israel
Tel Aviv,
|
$3.41M
|
+$3.55M
|
+84,000
|
New
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$2.21M
|
-$65.7K
|
-1,554
|
-3%
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.99M
|
+$2.08M
|
+49,050
|
New
|
|
|
7
|
|
$1.67M
|
+$1.26M
|
+29,859
|
+261%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.55M
|
+$212K
|
+5,011
|
+14%
|
|
|
9
|
Innealta Capital
Austin,
Texas
|
$1.43M
|
-$70.5K
|
-1,667
|
-5%
|
|
|
10
|
SSA Swiss Advisors
Zurich,
|
$1.17M
|
-$2.54K
|
-60
|
-0.2%
|
|
|
11
|
Quantinno Capital Management
New York
|
$1.09M
|
+$51.1K
|
+1,209
|
+5%
|
|
|
12
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$617K
|
–
|
–
|
–
|
|
|
13
|
North Capital
Salt Lake City,
Utah
|
$368K
|
+$147K
|
+3,464
|
+62%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$274K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$255K
|
+$266K
|
+6,287
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$249K
|
–
|
–
|
–
|
|
|
17
|
Sankala Group
Lyons,
Colorado
|
$168K
|
+$26.4K
|
+624
|
+17%
|
|
|
18
|
Millstone Evans Group
Boulder,
Colorado
|
$161K
|
+$89.9K
|
+2,125
|
+116%
|
|
|
19
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$113K
|
+$118K
|
+2,785
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$83.2K
|
+$86.8K
|
+2,051
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50K
|
+$52.5K
|
+1,240
|
New
|
|
|
22
|
Rockefeller Capital Management
New York
|
$28.9K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.3K
|
–
|
–
|
–
|
|
|
24
|
|
$12.4K
|
–
|
–
|
–
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.08K
|
+$6.35K
|
+150
|
New
|
|
