|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$31.2M
|
+$4.72M
|
+165,947
|
+17%
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29.7M
|
+$14.2M
|
+499,869
|
+88%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.67M
|
-$977K
|
-34,374
|
-13%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.77M
|
-$1.82M
|
-63,923
|
-27%
|
|
|
5
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$2.61M
|
+$2.65M
|
+93,400
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.62M
|
+$1.65M
|
+57,999
|
New
|
|
|
7
|
|
$1.52M
|
+$891K
|
+31,374
|
+136%
|
|
|
8
|
|
$1.23M
|
+$11K
|
+388
|
+0.9%
|
|
|
9
|
Argentus Capital Management
Dallas,
Texas
|
$706K
|
+$134K
|
+4,732
|
+23%
|
|
|
10
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$540K
|
-$247K
|
-8,684
|
-31%
|
|
|
11
|
|
$298K
|
-$854K
|
-30,065
|
-74%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$275K
|
-$202K
|
-7,095
|
-42%
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$83K
|
+$45.1K
|
+1,586
|
+115%
|
|
|
14
|
|
$42K
|
+$42.8K
|
+1,506
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$30K
|
-$20.9K
|
-734
|
-40%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.25M
|
-79,312
|
Closed
|
|
|
17
|
SG Americas Securities
New York
|
–
|
-$1.06M
|
-37,255
|
Closed
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$473K
|
-16,681
|
Closed
|
|
|
19
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$46.1K
|
-1,624
|
Closed
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$6K
|
-200
|
Closed
|
|
