|
1
|
HSBC Holdings
London,
United Kingdom
|
$72.5M
|
–
|
–
|
–
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.5M
|
-$546K
|
-5,667
|
-2%
|
|
|
3
|
|
$16.4M
|
-$386K
|
-4,007
|
-2%
|
|
|
4
|
Money Design
Tokyo,
Japan
|
$8.74M
|
+$453K
|
+4,706
|
+6%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$8.15M
|
-$175K
|
-1,817
|
-2%
|
|
|
6
|
|
$7.67M
|
+$291K
|
+3,025
|
+4%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$6.76M
|
+$255K
|
+2,645
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.44M
|
+$839K
|
+8,714
|
+15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.43M
|
+$63.4K
|
+658
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.64M
|
+$385K
|
+3,994
|
+9%
|
|
|
11
|
Pictet Asset Management
Carouge,
Switzerland
|
$4.35M
|
-$1.83M
|
-19,000
|
-30%
|
|
|
12
|
Rockland Trust
Hanover,
Massachusetts
|
$4M
|
-$68.1K
|
-707
|
-2%
|
|
|
13
|
Quantinno Capital Management
New York
|
$3.42M
|
+$1.06M
|
+10,967
|
+45%
|
|
|
14
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.27M
|
+$51.4K
|
+534
|
+2%
|
|
|
15
|
HC Advisors
Sandy Springs,
Georgia
|
$3.05M
|
+$4.82K
|
+50
|
+0.2%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$2.44M
|
-$45.2K
|
-469
|
-2%
|
|
|
17
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.36M
|
-$40K
|
-415
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.26M
|
-$426K
|
-4,424
|
-16%
|
|
|
19
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$2.13M
|
+$2.13M
|
+22,080
|
New
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$1.92M
|
-$867
|
-9
|
-0%
|
|
|
21
|
|
$1.87M
|
-$2.5M
|
-25,911
|
-57%
|
|
|
22
|
|
$1.66M
|
-$573K
|
-5,954
|
-26%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$1.65M
|
+$143K
|
+1,484
|
+9%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$1.44M
|
–
|
–
|
–
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.4M
|
+$7.22K
|
+75
|
+0.5%
|
|
