|
1
|
|
$8.28M
|
+$1.67M
|
+31,007
|
+26%
|
|
|
2
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.86M
|
+$2.15M
|
+39,881
|
+59%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.83M
|
+$5.78M
|
+106,972
|
New
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$5.29M
|
-$180K
|
-3,330
|
-3%
|
|
|
5
|
Rockland Trust
Hanover,
Massachusetts
|
$4.69M
|
+$4.65M
|
+86,103
|
New
|
|
|
6
|
|
$3.84M
|
-$230K
|
-4,258
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.28M
|
-$182K
|
-3,367
|
-5%
|
|
|
8
|
Slow Capital
Greenbrae,
California
|
$3.22M
|
+$1.02M
|
+18,923
|
+47%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.87M
|
+$2.06M
|
+38,103
|
+260%
|
|
|
10
|
Money Design
Tokyo,
Japan
|
$2.47M
|
+$270K
|
+5,007
|
+12%
|
|
|
11
|
|
$2.35M
|
+$941K
|
+17,426
|
+68%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.14M
|
-$1.38M
|
-25,541
|
-39%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$2.07M
|
-$137K
|
-2,532
|
-6%
|
|
|
14
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.91M
|
+$1.89M
|
+34,995
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.78M
|
+$19.8K
|
+366
|
+1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
-$311K
|
-5,754
|
-15%
|
|
|
17
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.68M
|
+$1.66M
|
+30,801
|
New
|
|
|
18
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.66M
|
+$107K
|
+1,988
|
+7%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$1.29M
|
-$540
|
-10
|
-0%
|
|
|
20
|
HC Advisors
Sandy Springs,
Georgia
|
$1.28M
|
-$325K
|
-6,015
|
-20%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$1.02M
|
+18,810
|
New
|
|
|
22
|
Laidlaw Wealth Management
New York City,
New York
|
$965K
|
-$2.33M
|
-43,226
|
-71%
|
|
|
23
|
|
$948K
|
+$14.5K
|
+268
|
+2%
|
|
|
24
|
|
$926K
|
+$918K
|
+17,000
|
New
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$896K
|
+$217K
|
+4,015
|
+32%
|
|
