|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$10.9M
|
-$27.4K
|
-432
|
-0.3%
|
|
|
2
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.74M
|
+$39K
|
+614
|
+2%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.74M
|
+$39K
|
+614
|
+2%
|
|
|
4
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.35M
|
+$1.23M
|
+19,320
|
New
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.35M
|
+$1.23M
|
+19,320
|
New
|
|
|
6
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.32M
|
-$1.09M
|
-17,117
|
-47%
|
|
|
7
|
Financial Insights
Tacoma,
Washington
|
$825K
|
+$95.2K
|
+1,499
|
+14%
|
|
|
8
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$821K
|
-$74.7K
|
-1,176
|
-9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$426K
|
+$388K
|
+6,116
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$382K
|
+$348K
|
+5,482
|
New
|
|
|
11
|
Coign Capital Advisors
Draper,
Utah
|
$372K
|
-$2.13M
|
-33,585
|
-86%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$351K
|
+$3.68K
|
+58
|
+1%
|
|
|
13
|
Next Level Private
Harrison,
New York
|
$269K
|
–
|
–
|
–
|
|
|
14
|
Rainier Family Wealth
Tacoma,
Washington
|
$258K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$227K
|
+$207K
|
+3,261
|
New
|
|
|
16
|
|
$227K
|
+$207K
|
+3,258
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$157K
|
+$26.4K
|
+416
|
+23%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$28.1K
|
-$6.79K
|
-107
|
-21%
|
|
|
19
|
Illumine Investment Management
Poulsbo,
Washington
|
–
|
-$1.36M
|
-24,529
|
Closed
|
|
|
20
|
|
–
|
-$655K
|
-11,833
|
Closed
|
|
