|
1
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.7M
|
+$13.1M
|
+577,566
|
New
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.14M
|
-$272K
|
-11,964
|
-3%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$5.13M
|
+$1.87M
|
+82,398
|
+62%
|
|
|
4
|
|
$3.47M
|
-$176K
|
-7,758
|
-5%
|
|
|
5
|
|
$2.64M
|
-$103K
|
-4,542
|
-4%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.59M
|
-$438K
|
-19,284
|
-15%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.44M
|
-$1.82M
|
-80,154
|
-44%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.33M
|
-$121K
|
-5,334
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$4.37K
|
+192
|
+0.2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.17M
|
+$85K
|
+3,738
|
+8%
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$1.07M
|
+$1.03M
|
+45,240
|
New
|
|
|
12
|
Timber Hill
Greenwich,
Connecticut
|
$852K
|
+$815K
|
+35,838
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$803K
|
+$107K
|
+4,686
|
+16%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$790K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$580K
|
+$200K
|
+8,790
|
+56%
|
|
|
16
|
|
$503K
|
–
|
–
|
–
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$480K
|
+$4.09K
|
+180
|
+0.9%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$396K
|
+$379K
|
+16,656
|
New
|
|
|
19
|
|
$290K
|
+$116K
|
+5,100
|
+72%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$169K
|
-$4.23K
|
-186
|
-3%
|
|
|
22
|
American International Group
New York
|
$103K
|
+$136
|
+6
|
+0.1%
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$100K
|
+$95.5K
|
+4,200
|
New
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$93K
|
–
|
–
|
–
|
|
|
25
|
Delta Asset Management
Memphis,
Tennessee
|
$80K
|
–
|
–
|
–
|
|
