|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$31.2M
|
+$3.3M
|
+110,362
|
+12%
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$30M
|
+$13.3M
|
+442,722
|
+80%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.72M
|
-$1.39M
|
-46,294
|
-17%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.31M
|
+$3.24M
|
+108,315
|
+310%
|
|
|
5
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$2.65M
|
+$2.64M
|
+88,200
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$1.07M
|
+35,635
|
+79%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.14M
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.79M
|
+$1.78M
|
+59,410
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$1.6M
|
+53,586
|
New
|
|
|
10
|
|
$1.36M
|
+$23.2K
|
+776
|
+2%
|
|
|
11
|
Vicus Capital
State College,
Pennsylvania
|
$1.33M
|
+$1.32M
|
+44,218
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.03M
|
-$2.35M
|
-78,596
|
-70%
|
|
|
13
|
Argentus Capital Management
Dallas,
Texas
|
$716K
|
+$112K
|
+3,752
|
+19%
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$707K
|
-$271K
|
-9,044
|
-28%
|
|
|
15
|
KMS Financial Services
Seattle,
Washington
|
$525K
|
+$27.1K
|
+904
|
+5%
|
|
|
16
|
Rand Wealth
Baltimore,
Maryland
|
$385K
|
+$153K
|
+5,109
|
+66%
|
|
|
17
|
|
$364K
|
+$362K
|
+12,103
|
New
|
|
|
18
|
Court Place Advisors
Ellicott City,
Maryland
|
$223K
|
+$222K
|
+7,400
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
+$21.2K
|
+707
|
New
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
+$12K
|
+400
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
22
|
American International Group
New York
|
$3.01K
|
+$2.99K
|
+100
|
New
|
|
|
23
|
|
–
|
-$1.02M
|
-35,112
|
Closed
|
|
|
24
|
|
–
|
-$214K
|
-7,349
|
Closed
|
|
|
25
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$85.5K
|
-2,856
|
Closed
|
|
