|
1
|
Wells Fargo
San Francisco,
California
|
$4.99M
|
+$1.31M
|
+43,944
|
+37%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.84M
|
+$1.02M
|
+34,002
|
+27%
|
|
|
3
|
Kays Financial Advisory
Atlanta,
Georgia
|
$4.8M
|
-$106K
|
-3,558
|
-2%
|
|
|
4
|
|
$4.76M
|
+$192K
|
+6,432
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.38M
|
-$268K
|
-8,970
|
-6%
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$3.73M
|
-$52.3K
|
-1,752
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$3.62M
|
+$116K
|
+3,900
|
+3%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.38M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
+$35.3K
|
+1,182
|
+2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.61M
|
+$1.09M
|
+36,636
|
+226%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.56M
|
+$38.5K
|
+1,290
|
+3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$40.7K
|
-1,362
|
-3%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$1.03M
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.01M
|
+$7.34K
|
+246
|
+0.7%
|
|
|
15
|
M Holdings Securities
Portland,
Oregon
|
$937K
|
–
|
–
|
–
|
|
|
16
|
Starfire Investment Advisers
Southfield,
Michigan
|
$846K
|
–
|
–
|
–
|
|
|
17
|
Neumann Capital Management
Foster City,
California
|
$838K
|
-$125K
|
-4,200
|
-13%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$747K
|
+$732K
|
+24,516
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$672K
|
-$518K
|
-17,340
|
-44%
|
|
|
20
|
|
$561K
|
-$356K
|
-11,922
|
-39%
|
|
|
21
|
|
$554K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$524K
|
+$22K
|
+738
|
+4%
|
|
|
23
|
Bank of New York Mellon
New York
|
$454K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$444K
|
-$38.5K
|
-1,290
|
-8%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$370K
|
–
|
–
|
–
|
|
