|
1
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$33.1M
|
+$31.4M
|
+516,300
|
New
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.78M
|
+$879K
|
+14,454
|
+14%
|
|
|
3
|
|
$7.67M
|
-$1.97M
|
-32,319
|
-21%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$6.5M
|
+$266K
|
+4,373
|
+5%
|
|
|
5
|
|
$5.27M
|
+$2.38M
|
+39,100
|
+90%
|
|
|
6
|
|
$4.29M
|
-$218K
|
-3,590
|
-5%
|
|
|
7
|
Slow Capital
Greenbrae,
California
|
$3.78M
|
-$12.1K
|
-199
|
-0.3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.69M
|
+$294K
|
+4,840
|
+9%
|
|
|
9
|
Rockland Trust
Hanover,
Massachusetts
|
$3.27M
|
-$2.13M
|
-35,058
|
-41%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.26M
|
-$566K
|
-9,309
|
-15%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$2.66M
|
-$228K
|
-3,745
|
-8%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$2.56M
|
+$114K
|
+1,879
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.44M
|
+$1.48M
|
+24,370
|
+178%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.18M
|
-$321K
|
-5,278
|
-13%
|
|
|
15
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.05M
|
-$184K
|
-3,021
|
-9%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.02M
|
+$62.5K
|
+1,028
|
+3%
|
|
|
17
|
HC Advisors
Sandy Springs,
Georgia
|
$1.92M
|
+$388K
|
+6,375
|
+27%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.72M
|
-$356K
|
-5,854
|
-18%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$1.53M
|
+$15.2K
|
+250
|
+1%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
-$737K
|
-12,123
|
-38%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.17M
|
+$1.12M
|
+18,338
|
New
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.12M
|
+$59.7K
|
+982
|
+6%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.1M
|
-$5.5M
|
-90,523
|
-84%
|
|
|
24
|
|
$1.09M
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
-$127K
|
-2,083
|
-11%
|
|
