|
1
|
HSBC Holdings
London,
United Kingdom
|
$70.6M
|
-$88.6K
|
-996
|
-0.1%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.4M
|
-$11.5K
|
-129
|
-0.1%
|
|
|
3
|
|
$16.4M
|
+$973K
|
+10,943
|
+7%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$8.1M
|
-$93.1K
|
-1,047
|
-1%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$8.01M
|
+$486K
|
+5,465
|
+7%
|
|
|
6
|
|
$7.18M
|
–
|
–
|
–
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$6.33M
|
+$260K
|
+2,925
|
+5%
|
|
|
8
|
Pictet Asset Management
Carouge,
Switzerland
|
$6M
|
-$267K
|
-3,000
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.45M
|
+$84.3K
|
+948
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.22M
|
+$421K
|
+4,738
|
+9%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$4.34M
|
-$64.5K
|
-725
|
-2%
|
|
|
12
|
|
$4.26M
|
-$6.69M
|
-75,280
|
-62%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.14M
|
-$1.1M
|
-12,401
|
-22%
|
|
|
14
|
Rockland Trust
Hanover,
Massachusetts
|
$3.96M
|
-$87.2K
|
-981
|
-2%
|
|
|
15
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.14M
|
-$2.04K
|
-23
|
-0.1%
|
|
|
16
|
HC Advisors
Sandy Springs,
Georgia
|
$2.96M
|
+$75.9K
|
+854
|
+3%
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.74M
|
-$231K
|
-2,603
|
-8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
+$583K
|
+6,559
|
+31%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$2.42M
|
+$5.33K
|
+60
|
+0.2%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.33M
|
-$48.5K
|
-545
|
-2%
|
|
|
21
|
Quantinno Capital Management
New York
|
$2.3M
|
+$308K
|
+3,469
|
+17%
|
|
|
22
|
|
$2.18M
|
-$83.3K
|
-937
|
-4%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$1.87M
|
-$11.9K
|
-134
|
-0.7%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.8M
|
-$982K
|
-11,043
|
-37%
|
|
|
25
|
Financial Management Professionals
Austin,
Texas
|
$1.56M
|
+$34.5K
|
+388
|
+2%
|
|
