|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$5.01M
|
+239,086
|
+37%
|
|
|
2
|
|
$4.1M
|
+$1.25M
|
+59,498
|
+44%
|
|
|
3
|
|
$3.41M
|
+$3.41M
|
+162,669
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.25M
|
+$1.25M
|
+59,601
|
+126%
|
|
|
5
|
Western Wealth Management
Golden,
Colorado
|
$1.98M
|
+$1.98M
|
+94,271
|
New
|
|
|
6
|
Insight Wealth Partners
Plano,
Texas
|
$854K
|
+$153K
|
+7,301
|
+22%
|
|
|
7
|
Claro Advisors
Boston,
Massachusetts
|
$715K
|
+$713K
|
+34,051
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$476K
|
-$859
|
-41
|
-0.2%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$397K
|
+$396K
|
+18,900
|
New
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$247K
|
–
|
–
|
–
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$76.2K
|
+$16.4K
|
+785
|
+28%
|
|
|
12
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$75.5K
|
-$5.15K
|
-246
|
-6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.4K
|
-$6.75K
|
-322
|
-18%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$15.8K
|
+$15.8K
|
+755
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
16
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$500K
|
-24,500
|
Closed
|
|
