|
1
|
|
$22.4M
|
-$34.7K
|
-766
|
-0.2%
|
|
|
2
|
|
$5.1M
|
+$2.06M
|
+45,550
|
+68%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$4.71M
|
+$47.2K
|
+1,041
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.76M
|
-$99K
|
-2,185
|
-3%
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.63M
|
+$1.13M
|
+24,959
|
+45%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$147K
|
-3,241
|
-5%
|
|
|
7
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.12M
|
+$104K
|
+2,302
|
+5%
|
|
|
8
|
Graypoint LLC
Albany,
New York
|
$952K
|
+$1.18K
|
+26
|
+0.1%
|
|
|
9
|
Lion Street Advisors
Austin,
Texas
|
$924K
|
+$84.3K
|
+1,861
|
+13%
|
|
|
10
|
|
$208K
|
-$64.8K
|
-1,430
|
-24%
|
|
|
11
|
Realta Investment Advisors
Wilmington,
Delaware
|
$17.4K
|
+$17.4K
|
+384
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$17
|
–
|
–
|
–
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$207K
|
-4,520
|
Closed
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$3.28K
|
-72
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$138
|
-3
|
Closed
|
|
