|
1
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$4.28M
|
+$4.17M
|
+54,649
|
New
|
|
|
2
|
|
$2.42M
|
-$377K
|
-4,938
|
-14%
|
|
|
3
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.91M
|
-$135K
|
-1,773
|
-7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$104K
|
+1,367
|
+7%
|
|
|
5
|
|
$1.68M
|
-$248K
|
-3,248
|
-13%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.34M
|
+$1.4M
|
+18,350
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
-$60.2K
|
-789
|
-5%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$935K
|
-$51.9K
|
-680
|
-5%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$378K
|
+$86.8K
|
+1,137
|
+31%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$344K
|
+$1.22K
|
+16
|
+0.4%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$270K
|
-$1.07K
|
-14
|
-0.4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$199K
|
+$153
|
+2
|
+0.1%
|
|
|
13
|
Koshinski Asset Management
Decatur,
Illinois
|
$51.9K
|
+$7.48K
|
+98
|
+17%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$39K
|
+$38.2K
|
+500
|
+50,000%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$34K
|
+$33.3K
|
+436
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
18
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$1.11M
|
-15,301
|
Closed
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$230K
|
-3,150
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$213K
|
-2,925
|
Closed
|
|
