|
1
|
|
$18.9M
|
-$13.7M
|
-197,083
|
-42%
|
|
|
2
|
Pictet Asset Management
Carouge,
Switzerland
|
$17.7M
|
+$18.1M
|
+259,600
|
New
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$9.48M
|
+$1.1M
|
+15,829
|
+13%
|
|
|
4
|
|
$8.64M
|
+$420K
|
+6,028
|
+5%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$6.94M
|
+$54.3K
|
+780
|
+0.8%
|
|
|
6
|
|
$5.2M
|
+$470K
|
+6,743
|
+10%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$4.74M
|
+$12.7K
|
+182
|
+0.3%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.03M
|
+$348K
|
+5,001
|
+10%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.02M
|
+$108K
|
+1,547
|
+3%
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$3.51M
|
-$429K
|
-6,164
|
-11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.2M
|
-$500K
|
-7,177
|
-13%
|
|
|
12
|
Rockland Trust
Hanover,
Massachusetts
|
$3.18M
|
-$50.1K
|
-719
|
-2%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$3.01M
|
+$449K
|
+6,443
|
+17%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$2.77M
|
-$53.5K
|
-769
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$70.5K
|
+1,012
|
+3%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.23M
|
-$22K
|
-316
|
-1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
+$133K
|
+1,910
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
-$31.7K
|
-455
|
-1%
|
|
|
19
|
HC Advisors
Sandy Springs,
Georgia
|
$1.92M
|
+$9.4K
|
+135
|
+0.5%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.91M
|
-$97.1K
|
-1,395
|
-5%
|
|
|
21
|
|
$1.63M
|
+$16K
|
+230
|
+1%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.5M
|
-$26.7K
|
-384
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.17M
|
+$52.6K
|
+755
|
+5%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.17M
|
-$11.9K
|
-171
|
-1%
|
|
|
25
|
Laidlaw Wealth Management
New York City,
New York
|
$1.07M
|
–
|
–
|
–
|
|
