|
1
|
Kays Financial Advisory
Atlanta,
Georgia
|
$4.67M
|
-$183K
|
-6,438
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.42M
|
+$242K
|
+8,496
|
+6%
|
|
|
3
|
|
$4.34M
|
+$156K
|
+5,502
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.6M
|
+$392K
|
+13,782
|
+12%
|
|
|
5
|
Summit Asset Management
Memphis,
Tennessee
|
$3.59M
|
-$42.5K
|
-1,494
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.47M
|
-$93.2K
|
-3,276
|
-3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
+$5.29K
|
+186
|
+0.2%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.27M
|
-$34.1K
|
-1,200
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.59M
|
+$66.9K
|
+2,352
|
+4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.45M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.2M
|
+$33.1K
|
+1,164
|
+3%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.14M
|
-$99K
|
-3,480
|
-8%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$979K
|
+$171
|
+6
|
+0%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$956K
|
+$142K
|
+4,992
|
+18%
|
|
|
15
|
Neumann Capital Management
Foster City,
California
|
$919K
|
–
|
–
|
–
|
|
|
16
|
|
$912K
|
-$692K
|
-24,336
|
-44%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$891K
|
–
|
–
|
–
|
|
|
18
|
|
$879K
|
+$435K
|
+15,294
|
+102%
|
|
|
19
|
Starfire Investment Advisers
Southfield,
Michigan
|
$798K
|
+$171
|
+6
|
+0%
|
|
|
20
|
|
$527K
|
-$546K
|
-19,200
|
-51%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$477K
|
-$1.19K
|
-42
|
-0.3%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$471K
|
-$3.87M
|
-136,032
|
-89%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$460K
|
+$85.3K
|
+3,000
|
+23%
|
|
|
24
|
Bank of New York Mellon
New York
|
$432K
|
+$61.4K
|
+2,160
|
+17%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$399K
|
-$28.5K
|
-1,002
|
-7%
|
|
