|
1
|
|
$21.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.96M
|
+$1.02M
|
+11,604
|
+26%
|
|
|
3
|
Bank of New York Mellon
New York
|
$3.5M
|
+$148K
|
+1,688
|
+4%
|
|
|
4
|
|
$2.49M
|
+$739K
|
+8,433
|
+42%
|
|
|
5
|
Insight Wealth Partners
Plano,
Texas
|
$2.39M
|
+$97.5K
|
+1,112
|
+4%
|
|
|
6
|
|
$1.79M
|
+$1.8M
|
+20,545
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
-$435K
|
-4,956
|
-22%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$656K
|
+$11K
|
+125
|
+2%
|
|
|
9
|
|
$503K
|
+$351
|
+4
|
+0.1%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$332K
|
+$334K
|
+3,808
|
New
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$85.7K
|
+$51.2K
|
+584
|
+146%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.93K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.13K
|
-$9.73K
|
-111
|
-90%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$697
|
+$701
|
+8
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$348
|
+$351
|
+4
|
New
|
|
|
16
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
–
|
-$1.41K
|
-16
|
Closed
|
|
