|
1
|
|
$13.3M
|
+$13M
|
+153,624
|
New
|
|
|
2
|
|
$13.1M
|
+$353K
|
+4,168
|
+3%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$9.04M
|
+$138K
|
+1,633
|
+2%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$8.26M
|
-$645K
|
-7,628
|
-7%
|
|
|
5
|
|
$7.28M
|
-$28.9M
|
-341,690
|
-80%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.52M
|
+$143K
|
+1,692
|
+2%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$6.14M
|
+$1.14M
|
+13,457
|
+23%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.47M
|
-$76.4K
|
-903
|
-1%
|
|
|
9
|
HC Advisors
Sandy Springs,
Georgia
|
$3.58M
|
-$60.1K
|
-710
|
-2%
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$3.4M
|
+$1.17M
|
+13,783
|
+54%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.14M
|
-$1.92M
|
-22,676
|
-39%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
+$18.7K
|
+221
|
+0.7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.28M
|
-$112K
|
-1,322
|
-5%
|
|
|
14
|
Maryland Capital Management
Towson,
Maryland
|
$1.96M
|
+$1.91M
|
+22,611
|
New
|
|
|
15
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.96M
|
+$126K
|
+1,487
|
+7%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$1.77M
|
+$225K
|
+2,661
|
+15%
|
|
|
17
|
|
$1.64M
|
-$377K
|
-4,452
|
-19%
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$1.59M
|
-$42.4K
|
-501
|
-3%
|
|
|
19
|
Kore Private Wealth
New York
|
$1.34M
|
+$36.6K
|
+432
|
+3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
+$25K
|
+296
|
+2%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.23M
|
-$146K
|
-1,731
|
-11%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
-$63K
|
-744
|
-6%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$685K
|
-$6.77K
|
-80
|
-1%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$652K
|
–
|
–
|
–
|
|
|
25
|
Meridian Investment Counsel
Lafayette,
California
|
$649K
|
–
|
–
|
–
|
|
