|
1
|
|
$10.2M
|
-$11K
|
-250
|
-0.1%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$5.74M
|
+$330K
|
+7,509
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.46M
|
+$413K
|
+9,414
|
+9%
|
|
|
4
|
|
$3.51M
|
+$3.34M
|
+76,000
|
New
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.39M
|
-$248K
|
-5,642
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.43M
|
+$2.63K
|
+60
|
+0.1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.23M
|
+$2.12M
|
+48,226
|
New
|
|
|
8
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$1.99M
|
+$228K
|
+5,186
|
+14%
|
|
|
9
|
Graypoint LLC
Albany,
New York
|
$957K
|
-$16.4K
|
-374
|
-2%
|
|
|
10
|
Lion Street Advisors
Austin,
Texas
|
$667K
|
+$8.21K
|
+187
|
+1%
|
|
|
11
|
|
$522K
|
-$475K
|
-10,824
|
-49%
|
|
|
12
|
|
$250K
|
+$11.4K
|
+260
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$30.4K
|
+$28.9K
|
+659
|
New
|
|
|
14
|
FWL Investment Management
Dallas,
Texas
|
$17.6K
|
-$8.21K
|
-187
|
-33%
|
|
|
15
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2.5K
|
+$2.37K
|
+54
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11K
|
+$1.05K
|
+24
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4
|
–
|
–
|
–
|
|
|
18
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$17.4K
|
-384
|
Closed
|
|
