|
1
|
Lee Financial
Dallas,
Texas
|
$4.31M
|
+$3.76M
|
+81,731
|
+916%
|
|
|
2
|
Courier Capital
Buffalo,
New York
|
$2.94M
|
+$87.8K
|
+1,910
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.59M
|
+$1.8M
|
+39,277
|
+258%
|
|
|
4
|
Kalos Management
Alpharetta,
Georgia
|
$1.69M
|
+$9.33K
|
+203
|
+0.6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.58M
|
+$1.07M
|
+23,377
|
+238%
|
|
|
6
|
|
$1.32M
|
+$1.28M
|
+27,759
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
-$299K
|
-6,499
|
-21%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.11M
|
+$1.07M
|
+23,377
|
New
|
|
|
9
|
|
$708K
|
+$20.2K
|
+440
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$673K
|
+$365K
|
+7,944
|
+128%
|
|
|
11
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$245K
|
–
|
–
|
–
|
|
|
12
|
Simon Quick Advisors
Morristown,
New Jersey
|
$229K
|
+$221K
|
+4,818
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$216K
|
-$230K
|
-5,007
|
-52%
|
|
|
14
|
Boston Family Office
Boston,
Massachusetts
|
$209K
|
+$202K
|
+4,400
|
New
|
|
|
15
|
Westside Investment Management
Santa Monica,
California
|
$197K
|
+$191K
|
+4,150
|
New
|
|
|
16
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$186K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$48K
|
–
|
–
|
–
|
|
|
18
|
West Paces Advisors
Atlanta,
Georgia
|
$39.5K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$8K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
23
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$5K
|
+$4.59K
|
+100
|
New
|
|
|
24
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$1K
|
-$159K
|
-3,454
|
-99%
|
|
