|
1
|
Summit Asset Management
Memphis,
Tennessee
|
$6.13M
|
-$118K
|
-4,362
|
-2%
|
|
|
2
|
Kays Financial Advisory
Atlanta,
Georgia
|
$4.41M
|
-$152K
|
-5,652
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.34M
|
-$852K
|
-31,602
|
-16%
|
|
|
4
|
|
$4.14M
|
–
|
–
|
–
|
|
|
5
|
|
$3.67M
|
+$198K
|
+7,338
|
+6%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$3.54M
|
-$1.43M
|
-52,950
|
-29%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.34M
|
-$137K
|
-5,088
|
-4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.2M
|
+$260K
|
+9,654
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$816K
|
+30,288
|
+40%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.63M
|
+$1.08M
|
+40,206
|
+71%
|
|
|
11
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.33M
|
-$22K
|
-816
|
-0.9%
|
|
|
12
|
|
$2.12M
|
+$317K
|
+11,772
|
+18%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.35M
|
+$152K
|
+5,646
|
+13%
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
$1.27M
|
+$947K
|
+35,148
|
+300%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.17M
|
+$8.09K
|
+300
|
+0.7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.15M
|
+$414K
|
+15,354
|
+57%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$41.4K
|
-1,536
|
-4%
|
|
|
18
|
|
$1.07M
|
+$715K
|
+26,514
|
+207%
|
|
|
19
|
GHP Investment Advisors
Denver,
Colorado
|
$930K
|
–
|
–
|
–
|
|
|
20
|
Neumann Capital Management
Foster City,
California
|
$885K
|
-$101K
|
-3,750
|
-10%
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$807K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$786K
|
+$11.8K
|
+438
|
+2%
|
|
|
23
|
Starfire Investment Advisers
Southfield,
Michigan
|
$722K
|
-$19.4K
|
-720
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$653K
|
-$6.63K
|
-246
|
-1%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$562K
|
+$27.5K
|
+1,020
|
+5%
|
|
