|
1
|
Pictet Asset Management
Carouge,
Switzerland
|
$17.1M
|
-$2.2M
|
-30,900
|
-12%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$14.1M
|
+$3.55M
|
+49,861
|
+36%
|
|
|
3
|
|
$9.66M
|
+$207K
|
+2,911
|
+2%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$7.18M
|
-$385K
|
-5,405
|
-5%
|
|
|
5
|
|
$5.92M
|
+$227K
|
+3,191
|
+4%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$5.01M
|
-$165K
|
-2,317
|
-3%
|
|
|
7
|
|
$4.53M
|
-$15.4M
|
-216,366
|
-78%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$4.02M
|
+$718K
|
+10,084
|
+25%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$3.98M
|
+$655K
|
+9,202
|
+21%
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$3.73M
|
-$90.4K
|
-1,269
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
+$1.17M
|
+16,435
|
+52%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.54M
|
+$36.5K
|
+513
|
+1%
|
|
|
13
|
Rockland Trust
Hanover,
Massachusetts
|
$3.39M
|
-$81.7K
|
-1,148
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.55M
|
-$68.4K
|
-961
|
-3%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.47M
|
+$1.96M
|
+27,462
|
+491%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.44M
|
+$13.1K
|
+184
|
+0.6%
|
|
|
17
|
HC Advisors
Sandy Springs,
Georgia
|
$2.14M
|
+$43.4K
|
+610
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
-$278K
|
-3,900
|
-13%
|
|
|
19
|
|
$1.94M
|
+$151K
|
+2,127
|
+9%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.81M
|
-$264K
|
-3,705
|
-13%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.78M
|
-$2.5M
|
-35,051
|
-60%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.6M
|
-$38.2K
|
-537
|
-2%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.37M
|
+$1.31M
|
+18,404
|
New
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.25M
|
-$28.6K
|
-402
|
-2%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$1.18M
|
+$1.13M
|
+15,870
|
New
|
|
