|
1
|
|
$44M
|
+$854K
|
+6,684
|
+2%
|
|
|
2
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.3M
|
+$7.79M
|
+60,956
|
+101%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.3M
|
+$6.39M
|
+50,026
|
New
|
|
|
4
|
Slow Capital
Greenbrae,
California
|
$3.8M
|
+$1.05M
|
+8,221
|
+37%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.51M
|
-$121K
|
-944
|
-3%
|
|
|
6
|
|
$3.41M
|
-$842K
|
-6,584
|
-20%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.63M
|
-$605K
|
-4,734
|
-19%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.65M
|
-$203K
|
-1,590
|
-11%
|
|
|
9
|
|
$1.29M
|
+$8.44K
|
+66
|
+0.6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
-$55.2K
|
-432
|
-4%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.18M
|
+$23.8K
|
+186
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.13M
|
-$118K
|
-921
|
-9%
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.06M
|
-$282K
|
-2,204
|
-21%
|
|
|
14
|
Frank Rimerman Advisors
Palo Alto,
California
|
$812K
|
+$383
|
+3
|
+0%
|
|
|
15
|
Laidlaw Wealth Management
New York City,
New York
|
$710K
|
-$1.36M
|
-10,601
|
-65%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$620K
|
+$418K
|
+3,271
|
+198%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$596K
|
-$28.3K
|
-221
|
-4%
|
|
|
18
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$576K
|
-$7.29K
|
-57
|
-1%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$528K
|
+$535K
|
+4,189
|
New
|
|
|
20
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$477K
|
+$163K
|
+1,277
|
+51%
|
|
|
21
|
Sunflower Bank
Dallas,
Texas
|
$459K
|
-$87.6K
|
-685
|
-16%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$453K
|
+$460K
|
+3,599
|
New
|
|
|
23
|
|
$373K
|
+$258K
|
+2,022
|
+217%
|
|
|
24
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$318K
|
+$128
|
+1
|
+0%
|
|
|
25
|
Fort Point Capital Partners
San Francisco,
California
|
$308K
|
-$15.3K
|
-120
|
-5%
|
|
