|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27.3M
|
+$26.2M
|
+946,662
|
New
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25.1M
|
+$24M
|
+867,958
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.93M
|
+$7.6M
|
+274,656
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
+$1.28M
|
+46,062
|
+117%
|
|
|
5
|
|
$1.46M
|
+$163K
|
+5,882
|
+13%
|
|
|
6
|
Argentus Capital Management
Dallas,
Texas
|
$567K
|
+$544K
|
+19,633
|
New
|
|
|
7
|
Concert Wealth Management
San Jose,
California
|
$484K
|
+$471K
|
+17,019
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$334K
|
+$320K
|
+11,575
|
New
|
|
|
9
|
|
$312K
|
-$43.2K
|
-1,561
|
-13%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$289K
|
+$277K
|
+10,000
|
New
|
|
|
11
|
|
$259K
|
+$248K
|
+8,953
|
New
|
|
|
12
|
Shamrock Asset Management
Dallas,
Texas
|
$9K
|
+$9.05K
|
+327
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
+$5.45K
|
+197
|
New
|
|
|
14
|
WFG Advisors
Dallas,
Texas
|
$6K
|
+$5.54K
|
+200
|
New
|
|
|
15
|
|
–
|
-$12.4M
|
-458,734
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$337K
|
-12,488
|
Closed
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$40K
|
-1,465
|
Closed
|
|
