|
1
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$9.93M
|
+$1.48M
|
+53,607
|
+18%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.37M
|
+$4.19M
|
+151,918
|
New
|
|
|
3
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.23M
|
-$40K
|
-1,449
|
-2%
|
|
|
4
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.08M
|
-$2.14M
|
-77,568
|
-52%
|
|
|
5
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.62M
|
+$135K
|
+4,894
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.27M
|
-$582K
|
-21,088
|
-32%
|
|
|
7
|
|
$1.26M
|
+$98.4K
|
+3,569
|
+9%
|
|
|
8
|
Institute for Wealth Management
Denver,
Colorado
|
$1.22M
|
-$13.8K
|
-500
|
-1%
|
|
|
9
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.08M
|
-$12.4K
|
-449
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$907K
|
+$153K
|
+5,546
|
+21%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$888K
|
-$64.3K
|
-2,333
|
-7%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$846K
|
+$217K
|
+7,862
|
+37%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$767K
|
+$735K
|
+26,660
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$463K
|
-$982K
|
-35,604
|
-69%
|
|
|
15
|
Grassi Investment Management
Santa Clara,
California
|
$437K
|
-$35.9K
|
-1,300
|
-8%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$382K
|
+$30K
|
+1,088
|
+9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$321K
|
-$27.1K
|
-982
|
-8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$222K
|
+$138
|
+5
|
+0.1%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$217K
|
-$9.43K
|
-342
|
-4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$105K
|
+$71.9K
|
+2,607
|
+252%
|
|
|
21
|
Cutler Group
San Francisco,
California
|
$28K
|
+$27.6K
|
+1,000
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$16.9K
|
-$9.16K
|
-332
|
-36%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.2K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$7.31K
|
+$7K
|
+254
|
New
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$5.04K
|
–
|
–
|
–
|
|
