|
1
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.1M
|
+$413K
|
+15,384
|
+3%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$8.36M
|
-$101K
|
-3,774
|
-1%
|
|
|
3
|
|
$5.83M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
+$297K
|
+11,076
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.93M
|
-$387K
|
-14,406
|
-8%
|
|
|
6
|
|
$3.66M
|
-$258K
|
-9,618
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.96M
|
-$157K
|
-5,862
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.74M
|
+$124K
|
+4,638
|
+4%
|
|
|
9
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.42M
|
-$14.5K
|
-540
|
-0.6%
|
|
|
10
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.98M
|
-$906K
|
-33,738
|
-30%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.73M
|
+$125K
|
+4,656
|
+7%
|
|
|
12
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$1.13M
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$95.3K
|
+3,552
|
+9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
+$368K
|
+13,728
|
+47%
|
|
|
16
|
Neumann Capital Management
Foster City,
California
|
$908K
|
–
|
–
|
–
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$843K
|
–
|
–
|
–
|
|
|
18
|
Mid Continent Capital
Chicago,
Illinois
|
$757K
|
+$572K
|
+21,300
|
+237%
|
|
|
19
|
Starfire Investment Advisers
Southfield,
Michigan
|
$707K
|
+$16.1K
|
+600
|
+2%
|
|
|
20
|
Atherton Lane Advisers
Menlo Park,
California
|
$566K
|
–
|
–
|
–
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$531K
|
-$16.9K
|
-630
|
-3%
|
|
|
22
|
American International Group
New York
|
$523K
|
+$281K
|
+10,452
|
+100%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$448K
|
-$19.3K
|
-720
|
-4%
|
|
|
24
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$334K
|
-$203K
|
-7,554
|
-36%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$329K
|
+$38.3K
|
+1,428
|
+12%
|
|
