|
1
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.1M
|
+$311K
|
+12,492
|
+2%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.09M
|
-$84.4K
|
-3,384
|
-0.9%
|
|
|
3
|
|
$5.36M
|
+$1.23M
|
+49,398
|
+29%
|
|
|
4
|
|
$4.02M
|
+$445K
|
+17,868
|
+12%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$3.4M
|
+$814K
|
+32,664
|
+31%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.29M
|
-$3.74K
|
-150
|
-0.1%
|
|
|
7
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.61M
|
+$42.2K
|
+1,692
|
+2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.89M
|
+$66.4K
|
+2,664
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.74M
|
-$86.2K
|
-3,456
|
-5%
|
|
|
10
|
Timber Hill
Greenwich,
Connecticut
|
$1.66M
|
-$976K
|
-39,168
|
-37%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.62M
|
-$358K
|
-14,352
|
-18%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$985K
|
+$48.3K
|
+1,938
|
+5%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$925K
|
+$678K
|
+27,198
|
+262%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$899K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$879K
|
+$41.4K
|
+1,662
|
+5%
|
|
|
16
|
M Holdings Securities
Portland,
Oregon
|
$832K
|
-$259K
|
-10,392
|
-23%
|
|
|
17
|
Atherton Lane Advisers
Menlo Park,
California
|
$628K
|
+$50.1K
|
+2,010
|
+9%
|
|
|
18
|
|
$521K
|
–
|
–
|
–
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$493K
|
+$19.7K
|
+792
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$417K
|
+$422K
|
+16,926
|
New
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$237K
|
-$240K
|
-9,630
|
-50%
|
|
|
22
|
|
$207K
|
+$209K
|
+8,400
|
New
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$166K
|
-$8.53K
|
-342
|
-5%
|
|
|
24
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$161K
|
–
|
–
|
–
|
|
|
25
|
American International Group
New York
|
$152K
|
-$7.18K
|
-288
|
-4%
|
|
