|
1
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$3.09M
|
+$3.09M
|
+94,763
|
New
|
|
|
2
|
|
$2.31M
|
+$472K
|
+15,202
|
+26%
|
|
|
3
|
Concert Wealth Management
San Jose,
California
|
$2.26M
|
+$11.3K
|
+365
|
+0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.39M
|
-$105K
|
-3,375
|
-7%
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$1.34M
|
+$14.6K
|
+471
|
+1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
+$247K
|
+7,945
|
+29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$769K
|
-$78.5K
|
-2,505
|
-9%
|
|
|
8
|
Timber Hill
Greenwich,
Connecticut
|
$750K
|
–
|
–
|
–
|
|
|
9
|
SG Americas Securities
New York
|
$727K
|
+$37.2K
|
+1,200
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$703K
|
+$58K
|
+1,869
|
+9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$432K
|
+$27.8K
|
+895
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$292K
|
-$76.2K
|
-2,458
|
-21%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$251K
|
-$11.4K
|
-366
|
-4%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$194K
|
+$62
|
+2
|
+0%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190K
|
+$841
|
+27
|
+0.4%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$153K
|
+$25.8K
|
+830
|
+20%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$142K
|
–
|
–
|
–
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$86K
|
-$41K
|
-1,324
|
-32%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82K
|
–
|
–
|
–
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$60K
|
–
|
–
|
–
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$55K
|
+$31
|
+1
|
+0.1%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$41K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$30K
|
–
|
–
|
–
|
|
|
24
|
WFG Advisors
Dallas,
Texas
|
$16K
|
–
|
–
|
–
|
|
|
25
|
YorkBridge Wealth Partners
New York
|
$16K
|
+$16K
|
+500
|
New
|
|
