|
1
|
HSBC Holdings
London,
United Kingdom
|
$66.7M
|
+$64.5M
|
+751,427
|
New
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$20.2M
|
+$5.42M
|
+63,147
|
+38%
|
|
|
3
|
|
$14.5M
|
+$961K
|
+11,191
|
+7%
|
|
|
4
|
|
$10.7M
|
+$3.96M
|
+46,084
|
+62%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$7.73M
|
-$471K
|
-5,481
|
-6%
|
|
|
6
|
Money Design
Tokyo,
Japan
|
$7.07M
|
+$1.05M
|
+12,273
|
+18%
|
|
|
7
|
|
$6.78M
|
+$33K
|
+384
|
+0.5%
|
|
|
8
|
Pictet Asset Management
Carouge,
Switzerland
|
$5.95M
|
-$2.52M
|
-29,300
|
-30%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$5.72M
|
+$1.01M
|
+11,714
|
+22%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.06M
|
+$843K
|
+9,823
|
+21%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.01M
|
-$67K
|
-780
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.51M
|
+$1.7M
|
+19,752
|
+64%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$4.15M
|
-$1.23M
|
-14,330
|
-23%
|
|
|
14
|
Rockland Trust
Hanover,
Massachusetts
|
$3.83M
|
-$126K
|
-1,465
|
-3%
|
|
|
15
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.96M
|
+$62.8K
|
+732
|
+2%
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.77M
|
+$2.72M
|
+31,733
|
New
|
|
|
17
|
HC Advisors
Sandy Springs,
Georgia
|
$2.72M
|
-$84.1K
|
-980
|
-3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
+$1.75M
|
+20,403
|
+209%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$2.28M
|
-$2.11M
|
-24,531
|
-49%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.25M
|
-$24.4K
|
-284
|
-1%
|
|
|
21
|
|
$2.14M
|
-$154K
|
-1,799
|
-7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
-$412K
|
-4,796
|
-18%
|
|
|
23
|
Quantinno Capital Management
New York
|
$1.86M
|
+$404K
|
+4,702
|
+29%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$1.78M
|
-$46.4K
|
-540
|
-3%
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$1.76M
|
+$1.7M
|
+19,790
|
New
|
|
