|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27M
|
+$26.7M
|
+996,517
|
New
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24.7M
|
+$24.4M
|
+911,073
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$7.8M
|
+290,995
|
New
|
|
|
4
|
|
$1.09M
|
–
|
–
|
–
|
|
|
5
|
|
$1.03M
|
+$1.02M
|
+38,001
|
New
|
|
|
6
|
Argentus Capital Management
Dallas,
Texas
|
$557K
|
+$551K
|
+20,557
|
New
|
|
|
7
|
KMS Financial Services
Seattle,
Washington
|
$496K
|
+$490K
|
+18,292
|
New
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$316K
|
+$33.9K
|
+1,267
|
+12%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$207K
|
+$204K
|
+7,630
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$14K
|
+$14.2K
|
+531
|
New
|
|
|
11
|
WFG Advisors
Dallas,
Texas
|
$11K
|
+$5.36K
|
+200
|
+100%
|
|
|
12
|
|
$10K
|
+$4.42K
|
+165
|
+84%
|
|
|
13
|
Shamrock Asset Management
Dallas,
Texas
|
$9K
|
+$8.95K
|
+334
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$5.17K
|
+193
|
New
|
|
|
15
|
|
–
|
-$12.7M
|
-488,100
|
Closed
|
|
|
16
|
|
–
|
-$1.86M
|
-71,526
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$782K
|
-30,036
|
Closed
|
|
