|
1
|
|
$22.8M
|
+$21.9K
|
+482
|
+0.1%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$4.74M
|
+$494K
|
+10,851
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.91M
|
+$351K
|
+7,719
|
+10%
|
|
|
4
|
|
$3.09M
|
+$2.29M
|
+50,227
|
+292%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.71M
|
+$7.37K
|
+162
|
+0.3%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.54M
|
-$35.8K
|
-787
|
-1%
|
|
|
7
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.05M
|
+$365K
|
+8,016
|
+22%
|
|
|
8
|
Graypoint LLC
Albany,
New York
|
$966K
|
+$1.09K
|
+24
|
+0.1%
|
|
|
9
|
Lion Street Advisors
Austin,
Texas
|
$677K
|
+$254K
|
+5,585
|
+61%
|
|
|
10
|
|
$277K
|
-$230K
|
-5,060
|
-46%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$207K
|
+$206K
|
+4,520
|
New
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$3.28K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$138
|
-$5.83K
|
-128
|
-98%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5
|
–
|
–
|
–
|
|
|
15
|
FWL Investment Management
Dallas,
Texas
|
–
|
-$28.6K
|
-642
|
Closed
|
|
|
16
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$16.8K
|
-377
|
Closed
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$1.44K
|
-32
|
Closed
|
|
