|
1
|
Allspring Global Investments
Charlotte,
North Carolina
|
$182M
|
-$15.2M
|
-607,779
|
-8%
|
|
|
2
|
Steward Partners Investment Advisory
New York
|
$47.8M
|
+$3.01M
|
+120,317
|
+7%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$31.1M
|
+$1.77M
|
+70,783
|
+6%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$17.6M
|
-$5.49M
|
-219,806
|
-24%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$10.5M
|
+$5.27M
|
+210,959
|
+99%
|
|
|
6
|
|
$5.64M
|
+$2.07M
|
+82,777
|
+57%
|
|
|
7
|
|
$3M
|
+$2.28M
|
+91,434
|
+305%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.71M
|
+$5.87K
|
+235
|
+0.3%
|
|
|
9
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.71M
|
+$1.1M
|
+43,838
|
+175%
|
|
|
10
|
Arax Advisory Partners
Denver,
Colorado
|
$1.64M
|
+$1.66M
|
+66,296
|
New
|
|
|
11
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$1.23M
|
+$517K
|
+20,690
|
+71%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.23M
|
+$1.24M
|
+49,834
|
New
|
|
|
13
|
Beam Wealth Advisors
Covington,
Louisiana
|
$862K
|
-$129K
|
-5,169
|
-13%
|
|
|
14
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$558K
|
+$565K
|
+22,615
|
New
|
|
|
15
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$355K
|
+$359K
|
+14,384
|
New
|
|
|
16
|
Summit Financial
Parsippany,
New Jersey
|
$332K
|
+$134K
|
+5,359
|
+66%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$70.8K
|
–
|
–
|
–
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$26.8K
|
+$17.4K
|
+696
|
+174%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.17K
|
+$4.22K
|
+169
|
New
|
|
|
20
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$9.47M
|
-379,394
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$937K
|
-37,533
|
Closed
|
|
