|
1
|
Allspring Global Investments
Charlotte,
North Carolina
|
$200M
|
–
|
–
|
–
|
|
|
2
|
Steward Partners Investment Advisory
New York
|
$45.4M
|
+$45.8M
|
+1,817,616
|
New
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$29.8M
|
+$27M
|
+1,072,186
|
+899%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$23.3M
|
-$653K
|
-25,918
|
-3%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$9.47M
|
+$9.6M
|
+379,394
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$5.31M
|
+$471K
|
+18,664
|
+10%
|
|
|
7
|
|
$3.64M
|
+$3.68M
|
+145,940
|
New
|
|
|
8
|
Edge Financial Advisors
Wheaton,
Illinois
|
$2.09M
|
+$946K
|
+37,517
|
+81%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.73M
|
+$102K
|
+4,028
|
+6%
|
|
|
10
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1M
|
-$536K
|
-21,250
|
-35%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$937K
|
+$946K
|
+37,533
|
New
|
|
|
12
|
|
$749K
|
+$276K
|
+10,964
|
+58%
|
|
|
13
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$728K
|
+$735K
|
+29,144
|
New
|
|
|
14
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$627K
|
+$405K
|
+16,079
|
+179%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
$202K
|
+$204K
|
+8,102
|
New
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$71.6K
|
+$18.4K
|
+729
|
+34%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$10K
|
+$10.1K
|
+400
|
New
|
|
|
18
|
|
–
|
-$603K
|
-23,938
|
Closed
|
|
