|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27M
|
+$25.9M
|
+926,388
|
New
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16M
|
+$15.4M
|
+548,417
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.69M
|
+$7.39M
|
+263,950
|
New
|
|
|
4
|
|
$936K
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$904K
|
+$869K
|
+31,049
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$885K
|
+$57K
|
+2,036
|
+7%
|
|
|
7
|
Argentus Capital Management
Dallas,
Texas
|
$556K
|
+$535K
|
+19,102
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$207K
|
+$199K
|
+7,093
|
New
|
|
|
9
|
|
$135K
|
+$65.7K
|
+2,348
|
+102%
|
|
|
10
|
Shamrock Asset Management
Dallas,
Texas
|
$46K
|
+$44.5K
|
+1,588
|
New
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$11.1K
|
+397
|
New
|
|
|
12
|
|
$5K
|
+$4.9K
|
+175
|
New
|
|
|
13
|
|
–
|
-$26.2M
|
-937,566
|
Closed
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.6M
|
-57,164
|
Closed
|
|
|
15
|
|
–
|
-$1.4M
|
-50,000
|
Closed
|
|
