|
1
|
|
$53.2M
|
-$108K
|
-667
|
-0.2%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$9.89M
|
+$2.58M
|
+15,958
|
+35%
|
|
|
3
|
|
$9.54M
|
+$388K
|
+2,405
|
+4%
|
|
|
4
|
|
$9.22M
|
-$6.08M
|
-37,654
|
-40%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.94M
|
+$166K
|
+1,029
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.57M
|
-$128K
|
-795
|
-5%
|
|
|
7
|
Slow Capital
Greenbrae,
California
|
$2.37M
|
-$1.8M
|
-11,147
|
-43%
|
|
|
8
|
Cresset Asset Management
Chicago,
Illinois
|
$2.23M
|
+$2.24M
|
+13,892
|
New
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$2.12M
|
+$2.13M
|
+13,188
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.98M
|
-$27.3K
|
-169
|
-1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
-$64.4K
|
-399
|
-4%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$1.32M
|
+$95.9K
|
+594
|
+8%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
+$11.8K
|
+73
|
+1%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$1.19M
|
+$500K
|
+3,098
|
+72%
|
|
|
15
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.13M
|
-$94.5K
|
-585
|
-8%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$3.71M
|
-22,987
|
-77%
|
|
|
17
|
Quantinno Capital Management
New York
|
$1.03M
|
+$266K
|
+1,646
|
+35%
|
|
|
18
|
|
$1.03M
|
+$510K
|
+3,158
|
+98%
|
|
|
19
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
20
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$824K
|
+$12.4K
|
+77
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$781K
|
+$16.3K
|
+101
|
+2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$774K
|
-$75.1K
|
-465
|
-9%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$770K
|
+$773K
|
+4,787
|
New
|
|
|
24
|
Laidlaw Wealth Management
New York City,
New York
|
$682K
|
-$108K
|
-671
|
-14%
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$618K
|
+$620K
|
+3,841
|
New
|
|
