|
1
|
Prudential Financial
Newark,
New Jersey
|
$18.4M
|
+$18.9M
|
+223,978
|
New
|
|
|
2
|
|
$17M
|
-$2.8M
|
-33,241
|
-14%
|
|
|
3
|
|
$12.4M
|
+$116K
|
+1,373
|
+0.9%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$7.6M
|
-$35.7K
|
-423
|
-0.5%
|
|
|
5
|
|
$6.91M
|
-$3.62K
|
-43
|
-0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.51M
|
+$138K
|
+1,632
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.97M
|
-$1.19M
|
-14,093
|
-19%
|
|
|
8
|
Slow Capital
Greenbrae,
California
|
$3.46M
|
+$182K
|
+2,156
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.29M
|
+$61K
|
+724
|
+2%
|
|
|
10
|
HC Advisors
Sandy Springs,
Georgia
|
$2.85M
|
+$843
|
+10
|
+0%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
-$778K
|
-9,233
|
-22%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$2.58M
|
-$48.5K
|
-576
|
-2%
|
|
|
13
|
Laidlaw Wealth Management
New York City,
New York
|
$2.2M
|
+$2.25M
|
+26,736
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.16M
|
+$66.5K
|
+789
|
+3%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$1.91M
|
+$71.2K
|
+845
|
+4%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.87M
|
+$162K
|
+1,927
|
+9%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.78M
|
+$1.82M
|
+21,626
|
New
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$1.47M
|
-$41K
|
-487
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
+$306K
|
+3,634
|
+29%
|
|
|
20
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.29M
|
+$1.32M
|
+15,687
|
New
|
|
|
21
|
|
$1.24M
|
+$1.27M
|
+15,079
|
New
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.17M
|
+$8.85K
|
+105
|
+0.7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
-$151K
|
-1,794
|
-12%
|
|
|
24
|
|
$968K
|
+$992K
|
+11,773
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$652K
|
–
|
–
|
–
|
|
