|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$4.87M
|
+235,585
|
+26%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.08M
|
+$5.1M
|
+247,054
|
New
|
|
|
3
|
|
$4.36M
|
+$1.02M
|
+49,446
|
+30%
|
|
|
4
|
Western Wealth Management
Golden,
Colorado
|
$2.69M
|
+$755K
|
+36,526
|
+39%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
-$911K
|
-44,080
|
-41%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$1.21M
|
+$1.22M
|
+59,016
|
New
|
|
|
7
|
Insight Wealth Partners
Plano,
Texas
|
$885K
|
+$48.8K
|
+2,361
|
+6%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$693K
|
-$7.6K
|
-368
|
-1%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$389K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$338K
|
-$129K
|
-6,256
|
-28%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$251K
|
+$252K
|
+12,197
|
New
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$242K
|
–
|
–
|
–
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$71.2K
|
-$2.71K
|
-131
|
-4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.1K
|
+$38.5K
|
+1,865
|
+125%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$25K
|
+$9.5K
|
+460
|
+61%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$21
|
+$21
|
+1
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$4.1M
|
-195,911
|
Closed
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$76.2K
|
-3,630
|
Closed
|
|
