|
1
|
HSBC Holdings
London,
United Kingdom
|
$139M
|
+$49.9M
|
+425,448
|
+61%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$49.3M
|
-$56.3K
|
-480
|
-0.1%
|
|
|
3
|
Pictet Asset Management
Carouge,
Switzerland
|
$40.9M
|
+$4.95M
|
+42,210
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.1M
|
-$2.33M
|
-19,849
|
-7%
|
|
|
5
|
|
$26M
|
+$1.84M
|
+15,678
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$1.52M
|
+12,955
|
+17%
|
|
|
7
|
|
$9.91M
|
-$144K
|
-1,229
|
-2%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$9.85M
|
-$146K
|
-1,245
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.09M
|
+$873K
|
+7,442
|
+11%
|
|
|
10
|
Surience Private Wealth
Yakima,
Washington
|
$8.4M
|
+$7.97M
|
+67,959
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$5.61M
|
-$3.78M
|
-32,258
|
-42%
|
|
|
12
|
Quantinno Capital Management
New York
|
$5.13M
|
+$614K
|
+5,231
|
+14%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.94M
|
+$1.17M
|
+9,988
|
+33%
|
|
|
14
|
Corrado Advisors
Ramsey,
New Jersey
|
$4.59M
|
+$170K
|
+1,450
|
+4%
|
|
|
15
|
Rockland Trust
Hanover,
Massachusetts
|
$4.58M
|
-$198K
|
-1,685
|
-4%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$3.48M
|
+$1.49M
|
+12,722
|
+82%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.3M
|
-$157K
|
-1,335
|
-5%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$3.29M
|
-$735K
|
-6,266
|
-19%
|
|
|
19
|
HC Advisors
Sandy Springs,
Georgia
|
$3.21M
|
-$239K
|
-2,041
|
-7%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.83M
|
-$102K
|
-870
|
-4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.69M
|
+$2.55M
|
+21,736
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$2.39M
|
+20,337
|
New
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$2.41M
|
-$142K
|
-1,213
|
-6%
|
|
|
24
|
|
$2.37M
|
-$706K
|
-6,015
|
-24%
|
|
|
25
|
World Investment Advisors
Santa Barbara,
California
|
$2.34M
|
+$350K
|
+2,984
|
+19%
|
|
