|
1
|
|
$50.7M
|
-$36.4K
|
-261
|
-0.1%
|
|
|
2
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$30.2M
|
+$29M
|
+207,960
|
New
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.29M
|
+$24.3K
|
+174
|
+0.3%
|
|
|
4
|
|
$7.08M
|
+$3.03M
|
+21,711
|
+80%
|
|
|
5
|
Slow Capital
Greenbrae,
California
|
$4.35M
|
-$26.8K
|
-192
|
-0.6%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.08M
|
-$13M
|
-93,224
|
-77%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.48M
|
-$546K
|
-3,913
|
-14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.1M
|
+$66K
|
+473
|
+2%
|
|
|
9
|
|
$2.78M
|
+$2.43M
|
+17,373
|
+975%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.81M
|
-$91.3K
|
-654
|
-5%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.36M
|
-$7.54K
|
-54
|
-0.6%
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.19M
|
-$35.9K
|
-257
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.11M
|
-$187K
|
-1,342
|
-15%
|
|
|
15
|
|
$1.05M
|
-$424K
|
-3,036
|
-30%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$1.03M
|
+$484K
|
+3,468
|
+96%
|
|
|
17
|
Frank Rimerman Advisors
Palo Alto,
California
|
$936K
|
–
|
–
|
–
|
|
|
18
|
Laidlaw Wealth Management
New York City,
New York
|
$815K
|
-$2.09K
|
-15
|
-0.3%
|
|
|
19
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$688K
|
+$134K
|
+958
|
+25%
|
|
|
20
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$670K
|
+$5.72K
|
+41
|
+0.9%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$608K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$583K
|
+$395K
|
+2,826
|
+238%
|
|
|
23
|
Sunflower Bank
Dallas,
Texas
|
$474K
|
-$53.1K
|
-380
|
-10%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$387K
|
+$374K
|
+2,677
|
New
|
|
|
25
|
|
$337K
|
-$88.5K
|
-634
|
-21%
|
|
