|
1
|
Prudential Financial
Newark,
New Jersey
|
$108M
|
+$98.6M
|
+1,634,839
|
+1,367%
|
|
|
2
|
|
$6.35M
|
+$431K
|
+7,152
|
+6%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$5.26M
|
+$336K
|
+5,579
|
+6%
|
|
|
4
|
Private Advisory Group
Redmond,
Washington
|
$4.4M
|
+$5.06M
|
+83,959
|
New
|
|
|
5
|
|
$3.92M
|
-$324K
|
-5,381
|
-7%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.56M
|
+$1.77M
|
+29,377
|
+76%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.4M
|
-$2M
|
-33,174
|
-34%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.33M
|
-$296K
|
-4,917
|
-7%
|
|
|
9
|
Laidlaw Wealth Management
New York City,
New York
|
$3.2M
|
+$2.77M
|
+45,946
|
+306%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$2.13M
|
+$2.45M
|
+40,612
|
New
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$2.11M
|
+$399K
|
+6,627
|
+20%
|
|
|
12
|
Slow Capital
Greenbrae,
California
|
$2.11M
|
-$312K
|
-5,171
|
-11%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.97M
|
-$196K
|
-3,250
|
-8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
+$52.3K
|
+868
|
+3%
|
|
|
15
|
HC Advisors
Sandy Springs,
Georgia
|
$1.55M
|
+$32.9K
|
+545
|
+2%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.5M
|
+$17.6K
|
+292
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$56.4K
|
+935
|
+3%
|
|
|
18
|
|
$1.35M
|
-$6.82M
|
-113,124
|
-81%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$1.24M
|
+$63.6K
|
+1,055
|
+5%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.05M
|
+$1.21M
|
+20,096
|
New
|
|
|
21
|
|
$899K
|
-$3.5K
|
-58
|
-0.3%
|
|
|
22
|
Covington Capital Management
Los Angeles,
California
|
$892K
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$768K
|
+$592K
|
+9,819
|
+204%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$758K
|
-$135K
|
-2,235
|
-13%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$739K
|
-$22.3K
|
-370
|
-3%
|
|
