|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$31.2M
|
+$2.9M
|
+96,877
|
+10%
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$30.1M
|
+$13.2M
|
+440,858
|
+80%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.73M
|
-$1.28M
|
-42,820
|
-16%
|
|
|
4
|
|
$4.85M
|
+$4.76M
|
+159,325
|
New
|
|
|
5
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$2.72M
|
+$2.67M
|
+89,200
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.13M
|
+$2.09M
|
+69,799
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.76M
|
+$1.75M
|
+58,420
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.63M
|
+$689K
|
+23,033
|
+76%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.46M
|
+$1.44M
|
+48,052
|
New
|
|
|
10
|
Richard C. Young & Co
Newport,
Rhode Island
|
$1.42M
|
+$1.39M
|
+46,654
|
New
|
|
|
11
|
Argentus Capital Management
Dallas,
Texas
|
$719K
|
+$135K
|
+4,502
|
+24%
|
|
|
12
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$375K
|
+$373K
|
+12,470
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$220K
|
+$3.68K
|
+123
|
+2%
|
|
|
14
|
|
$195K
|
+$52.2K
|
+1,745
|
+38%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180K
|
-$752K
|
-25,149
|
-81%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
–
|
–
|
–
|
|
|
17
|
American International Group
New York
|
$11.3K
|
+$11.1K
|
+370
|
New
|
|
|
18
|
Piershale Financial Group
Barrington,
Illinois
|
$3K
|
+$3.35K
|
+112
|
New
|
|
|
19
|
|
–
|
-$936K
|
-32,136
|
Closed
|
|
|
20
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$47.5K
|
-1,588
|
Closed
|
|
|
21
|
|
–
|
-$5K
|
-175
|
Closed
|
|
