|
1
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.7M
|
-$238K
|
-9,444
|
-2%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.58M
|
-$56.2K
|
-2,226
|
-0.6%
|
|
|
3
|
|
$8.64M
|
+$2.86M
|
+113,460
|
+52%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.97M
|
+$4.81M
|
+190,560
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.33M
|
+$821K
|
+32,538
|
+24%
|
|
|
6
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.48M
|
+$3.2M
|
+126,762
|
+1,878%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$929K
|
+36,816
|
+51%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.74M
|
-$25.3K
|
-1,002
|
-0.9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.13M
|
+$117K
|
+4,644
|
+6%
|
|
|
10
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.23M
|
+$1.19M
|
+47,256
|
New
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$1.18M
|
+$262K
|
+10,392
|
+30%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$1.03M
|
+40,806
|
New
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$966K
|
+$12.1K
|
+480
|
+1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$962K
|
+$30.1K
|
+1,194
|
+3%
|
|
|
15
|
Neumann Capital Management
Foster City,
California
|
$948K
|
+$917K
|
+36,336
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$676K
|
-$356K
|
-14,094
|
-35%
|
|
|
17
|
Atherton Lane Advisers
Menlo Park,
California
|
$666K
|
–
|
–
|
–
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$589K
|
+$569K
|
+22,566
|
New
|
|
|
19
|
|
$553K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$528K
|
-$1.15M
|
-45,642
|
-69%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$514K
|
-$8.63K
|
-342
|
-2%
|
|
|
22
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$428K
|
+$414K
|
+16,404
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$393K
|
-$46.6K
|
-1,848
|
-11%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
25
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$171K
|
–
|
–
|
–
|
|
