|
1
|
Kays Financial Advisory
Atlanta,
Georgia
|
$15.3M
|
-$351K
|
-13,146
|
-2%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.66M
|
-$532K
|
-19,896
|
-5%
|
|
|
3
|
|
$6.5M
|
+$5.68M
|
+212,400
|
+1,003%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.99M
|
+$657K
|
+24,564
|
+13%
|
|
|
5
|
MSI Financial Services
Springfield,
Massachusetts
|
$5.28M
|
+$1.5M
|
+56,130
|
+42%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.04M
|
+$402K
|
+15,036
|
+9%
|
|
|
7
|
|
$3.87M
|
-$5.14M
|
-192,414
|
-58%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.76M
|
+$2.53M
|
+94,704
|
+232%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.18M
|
+$192K
|
+7,170
|
+7%
|
|
|
10
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.72M
|
-$189K
|
-7,062
|
-7%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.61M
|
+$328K
|
+12,282
|
+15%
|
|
|
12
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.31M
|
+$160
|
+6
|
+0%
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$1.26M
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
+$26.1K
|
+978
|
+3%
|
|
|
15
|
Neumann Capital Management
Foster City,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
16
|
GHP Investment Advisors
Denver,
Colorado
|
$977K
|
-$51.2K
|
-1,914
|
-5%
|
|
|
17
|
Starfire Investment Advisers
Southfield,
Michigan
|
$741K
|
+$712K
|
+26,640
|
New
|
|
|
18
|
Atherton Lane Advisers
Menlo Park,
California
|
$636K
|
-$71.4K
|
-2,670
|
-10%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$610K
|
-$17.8K
|
-666
|
-3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$541K
|
-$6.74K
|
-252
|
-1%
|
|
|
21
|
|
$540K
|
+$519K
|
+19,398
|
New
|
|
|
22
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$456K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$454K
|
-$105K
|
-3,930
|
-19%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$432K
|
-$278K
|
-10,386
|
-40%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$381K
|
-$37.5K
|
-1,404
|
-9%
|
|
