|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.01M
|
+$8.56M
|
+119,866
|
+653%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.01M
|
+$9.87M
|
+138,216
|
New
|
|
|
3
|
|
$4.14M
|
+$2.01M
|
+28,190
|
+91%
|
|
|
4
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$2.99M
|
-$853K
|
-11,949
|
-22%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.62M
|
+$1.65M
|
+23,088
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
-$10.4K
|
-145
|
-0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
-$43.1K
|
-604
|
-4%
|
|
|
8
|
|
$926K
|
-$589K
|
-8,246
|
-38%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$799K
|
-$39.1K
|
-548
|
-5%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$383K
|
+$45.5K
|
+637
|
+13%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$291K
|
-$17.1K
|
-240
|
-5%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$207K
|
-$34.6K
|
-484
|
-14%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$178K
|
+$71
|
+1
|
+0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$66K
|
+$36.5K
|
+511
|
+117%
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$46.4K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
+$4.64K
|
+65
|
+38%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
18
|
RiverFront Investment Group
Richmond,
Virginia
|
–
|
-$1.91M
|
-24,430
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
-$35.7K
|
-500
|
-100%
|
|
