|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2699万
|
+$2670万
|
+996,517
|
新規
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2467万
|
+$2441万
|
+911,073
|
新規
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$788万
|
+$780万
|
+290,995
|
新規
|
|
|
4
|
|
$109万
|
–
|
–
|
–
|
|
|
5
|
|
$103万
|
+$102万
|
+38,001
|
新規
|
|
|
6
|
Argentus Capital Management
Dallas,
Texas
|
$55.7万
|
+$55.1万
|
+20,557
|
新規
|
|
|
7
|
KMS Financial Services
Seattle,
Washington
|
$49.6万
|
+$49万
|
+18,292
|
新規
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$31.6万
|
+$3.39万
|
+1,267
|
+12%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7万
|
+$20.4万
|
+7,630
|
新規
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.4万
|
+$1.42万
|
+531
|
新規
|
|
|
11
|
WFG Advisors
Dallas,
Texas
|
$1.1万
|
+$5,359
|
+200
|
+100%
|
|
|
12
|
|
$1万
|
+$4,421
|
+165
|
+84%
|
|
|
13
|
Shamrock Asset Management
Dallas,
Texas
|
$9,000
|
+$8,949
|
+334
|
新規
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$5,000
|
+$5,171
|
+193
|
新規
|
|
|
15
|
|
–
|
-$1271万
|
-488,100
|
解消
|
|
|
16
|
|
–
|
-$186万
|
-71,526
|
解消
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$78.2万
|
-30,036
|
解消
|
|
