|
1
|
Allspring Global Investments
Charlotte,
North Carolina
|
$201M
|
–
|
–
|
–
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.1M
|
+$8.74M
|
+349,416
|
+58%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$4.88M
|
+$1.77M
|
+70,761
|
+57%
|
|
|
4
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$3.26M
|
+$1.46M
|
+58,193
|
+82%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$3M
|
+$2.98M
|
+119,281
|
New
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.64M
|
+$73.3K
|
+2,930
|
+5%
|
|
|
7
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.54M
|
+$1.53M
|
+61,334
|
New
|
|
|
8
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.16M
|
+$677K
|
+27,057
|
+142%
|
|
|
9
|
|
$603K
|
-$362K
|
-14,464
|
-38%
|
|
|
10
|
|
$479K
|
-$1.64M
|
-65,748
|
-78%
|
|
|
11
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$228K
|
+$225K
|
+8,993
|
New
|
|
|
12
|
Parallel Advisors
San Francisco,
California
|
$53.8K
|
+$53.5K
|
+2,139
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$970K
|
-38,911
|
Closed
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$14K
|
-562
|
Closed
|
|
