|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$13.9M
|
-$1.91M
|
-23,908
|
-13%
|
|
|
2
|
|
$12.8M
|
+$1.8M
|
+22,443
|
+17%
|
|
|
3
|
Pictet Asset Management
Carouge,
Switzerland
|
$8.12M
|
-$10.6M
|
-132,400
|
-58%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$7.79M
|
-$288K
|
-3,593
|
-4%
|
|
|
5
|
|
$6.39M
|
-$268K
|
-3,347
|
-4%
|
|
|
6
|
|
$6.26M
|
+$1.1M
|
+13,755
|
+23%
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$5.67M
|
+$1.13M
|
+14,131
|
+27%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$5.14M
|
-$480K
|
-5,989
|
-9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.81M
|
+$738K
|
+9,221
|
+19%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$4.43M
|
+$167K
|
+2,081
|
+4%
|
|
|
11
|
Slow Capital
Greenbrae,
California
|
$4.22M
|
+$9.13K
|
+114
|
+0.2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.97M
|
-$18.8K
|
-235
|
-0.5%
|
|
|
13
|
Rockland Trust
Hanover,
Massachusetts
|
$3.75M
|
-$68.9K
|
-860
|
-2%
|
|
|
14
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.74M
|
-$12.5K
|
-156
|
-0.5%
|
|
|
15
|
HC Advisors
Sandy Springs,
Georgia
|
$2.66M
|
+$229K
|
+2,860
|
+10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.61M
|
-$255K
|
-3,184
|
-9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.19M
|
-$15.8K
|
-197
|
-0.8%
|
|
|
18
|
|
$2.18M
|
-$9.37K
|
-117
|
-0.4%
|
|
|
19
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.16M
|
+$112K
|
+1,397
|
+6%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.91M
|
+$1.1M
|
+13,724
|
+152%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$1.73M
|
-$69.3K
|
-865
|
-4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.42M
|
-$555K
|
-6,930
|
-29%
|
|
|
23
|
Quantinno Capital Management
New York
|
$1.37M
|
+$1.3M
|
+16,285
|
New
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.36M
|
-$45.6K
|
-570
|
-3%
|
|
|
25
|
Financial Management Professionals
Austin,
Texas
|
$1.31M
|
+$1.25M
|
+15,601
|
New
|
|
