|
1
|
|
$32.4M
|
+$25.9M
|
+391,780
|
+476%
|
|
|
2
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$14.3M
|
-$20.3M
|
-307,200
|
-60%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.4M
|
+$98.5K
|
+1,491
|
+1%
|
|
|
4
|
|
$8.24M
|
+$51.9K
|
+785
|
+0.7%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$6.89M
|
-$39.8K
|
-602
|
-0.6%
|
|
|
6
|
|
$4.74M
|
+$160K
|
+2,427
|
+4%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$4.74M
|
+$4.11M
|
+62,269
|
+892%
|
|
|
8
|
Slow Capital
Greenbrae,
California
|
$3.93M
|
-$101K
|
-1,534
|
-3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.92M
|
-$16.9K
|
-256
|
-0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.7M
|
+$210K
|
+3,173
|
+6%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.59M
|
+$3.38M
|
+51,117
|
+8,620%
|
|
|
12
|
Rockland Trust
Hanover,
Massachusetts
|
$3.23M
|
-$248K
|
-3,754
|
-7%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$2.82M
|
+$86.2K
|
+1,304
|
+3%
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$2.57M
|
-$260K
|
-3,941
|
-9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.33M
|
+$2.44K
|
+37
|
+0.1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.32M
|
+$1.14M
|
+17,247
|
+103%
|
|
|
17
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.25M
|
+$87.8K
|
+1,329
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.09M
|
+$246K
|
+3,724
|
+14%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.02M
|
+$650K
|
+9,843
|
+50%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.01M
|
-$175K
|
-2,650
|
-8%
|
|
|
21
|
HC Advisors
Sandy Springs,
Georgia
|
$1.91M
|
-$127K
|
-1,920
|
-6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
-$948K
|
-14,343
|
-38%
|
|
|
23
|
|
$1.62M
|
+$440K
|
+6,660
|
+39%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$1.53M
|
-$102K
|
-1,541
|
-6%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.18M
|
-$8.85K
|
-134
|
-0.8%
|
|
