|
1
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$8.02M
|
+$4.34M
|
+158,518
|
+119%
|
|
|
2
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$5.2M
|
-$1.69M
|
-61,578
|
-25%
|
|
|
3
|
Financial Enhancement Group
Anderson,
Indiana
|
$4M
|
-$495K
|
-18,061
|
-11%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.38M
|
-$70.3K
|
-2,566
|
-3%
|
|
|
5
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.17M
|
+$84.9K
|
+3,100
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.79M
|
+$464K
|
+16,946
|
+35%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$1.42M
|
+51,711
|
New
|
|
|
8
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.41M
|
-$22.1K
|
-806
|
-2%
|
|
|
9
|
Institute for Wealth Management
Denver,
Colorado
|
$1.18M
|
+$330K
|
+12,063
|
+39%
|
|
|
10
|
|
$1.11M
|
+$1.1M
|
+40,233
|
+134,110%
|
|
|
11
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.04M
|
+$55.4K
|
+2,021
|
+6%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$913K
|
+$909K
|
+33,192
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$715K
|
+$23.8K
|
+870
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$592K
|
-$30.3K
|
-1,106
|
-5%
|
|
|
15
|
Grassi Investment Management
Santa Clara,
California
|
$454K
|
-$25.3K
|
-925
|
-5%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$335K
|
+$29.6K
|
+1,080
|
+10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$333K
|
+$32.9K
|
+1,200
|
+11%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$217K
|
+$2.82K
|
+103
|
+1%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$212K
|
+$7.97K
|
+291
|
+4%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$206K
|
-$54.8K
|
-2,000
|
-21%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$28.4K
|
+$28.3K
|
+1,034
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$28.2K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$25K
|
+$25.2K
|
+921
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.5K
|
–
|
–
|
–
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$15K
|
–
|
–
|
–
|
|
