|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$30.9M
|
+$9.76M
|
+96,575
|
+43%
|
|
|
2
|
|
$18.2M
|
+$1.82M
|
+18,046
|
+11%
|
|
|
3
|
Money Design
Tokyo,
Japan
|
$9.22M
|
+$519K
|
+5,139
|
+6%
|
|
|
4
|
|
$7.88M
|
+$190K
|
+1,885
|
+2%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$7.85M
|
-$338K
|
-3,342
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.45M
|
+$1.02M
|
+10,126
|
+15%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$6.97M
|
+$194K
|
+1,919
|
+3%
|
|
|
8
|
Pictet Asset Management
Carouge,
Switzerland
|
$6.45M
|
+$2.17M
|
+21,500
|
+48%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.59M
|
+$147K
|
+1,454
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.44M
|
+$817K
|
+8,089
|
+17%
|
|
|
11
|
Rockland Trust
Hanover,
Massachusetts
|
$3.89M
|
-$130K
|
-1,288
|
-3%
|
|
|
12
|
Quantinno Capital Management
New York
|
$3.46M
|
+$26.5K
|
+262
|
+0.7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
+$1.06M
|
+10,503
|
+45%
|
|
|
14
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.23M
|
-$53K
|
-524
|
-2%
|
|
|
15
|
|
$2.94M
|
+$1.11M
|
+10,943
|
+57%
|
|
|
16
|
HC Advisors
Sandy Springs,
Georgia
|
$2.82M
|
-$247K
|
-2,440
|
-8%
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.7M
|
+$2.81M
|
+27,807
|
New
|
|
|
18
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$2.42M
|
+$289K
|
+2,863
|
+13%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$2.05M
|
-$418K
|
-4,132
|
-16%
|
|
|
20
|
|
$2.02M
|
+$876K
|
+8,666
|
+72%
|
|
|
21
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.99M
|
-$395K
|
-3,913
|
-16%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.9M
|
-$28K
|
-277
|
-1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
+$1.64M
|
+16,222
|
+588%
|
|
|
24
|
|
$1.67M
|
–
|
–
|
–
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$1.66M
|
-$2.93K
|
-29
|
-0.2%
|
|
