|
1
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$6.69M
|
-$116K
|
-4,334
|
-2%
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$4.68M
|
+$4.49M
|
+167,202
|
New
|
|
|
3
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$3.56M
|
+$2.96M
|
+110,091
|
+478%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.38M
|
+$2.4M
|
+89,169
|
New
|
|
|
5
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.03M
|
+$2.04M
|
+75,808
|
New
|
|
|
6
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.39M
|
+$1.4M
|
+52,134
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.29M
|
+$452K
|
+16,827
|
+54%
|
|
|
8
|
Palumbo Wealth Management
Great Neck,
New York
|
$959K
|
+$333K
|
+12,407
|
+53%
|
|
|
9
|
Institute for Wealth Management
Denver,
Colorado
|
$824K
|
+$829K
|
+30,832
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$671K
|
+$36.2K
|
+1,346
|
+6%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$605K
|
-$412K
|
-15,329
|
-40%
|
|
|
12
|
Grassi Investment Management
Santa Clara,
California
|
$465K
|
+$672
|
+25
|
+0.1%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$297K
|
+$33.4K
|
+1,244
|
+13%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$292K
|
-$687K
|
-25,545
|
-70%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$208K
|
+$209K
|
+7,767
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$199K
|
+$81
|
+3
|
+0%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$27.4K
|
+$27.5K
|
+1,025
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$14.6K
|
+$14.7K
|
+546
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$8K
|
+$8.06K
|
+300
|
New
|
|
|
22
|
|
$802
|
-$538
|
-20
|
-40%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$775
|
+$779
|
+29
|
New
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$27
|
–
|
–
|
–
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$556K
|
-22,634
|
Closed
|
|
