|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.51M
|
+$110K
|
+14,091
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
+$501K
|
+65,128
|
+10%
|
|
|
3
|
|
$3.86M
|
+$1.27M
|
+164,785
|
+49%
|
|
|
4
|
America First Investment Advisors
Omaha,
Nebraska
|
$3.46M
|
-$108K
|
-14,010
|
-3%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.33M
|
+$60.4K
|
+7,845
|
+2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.11M
|
+$28.7K
|
+3,729
|
+0.9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.42M
|
+$241K
|
+31,324
|
+11%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$2.29M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.61M
|
-$46.7K
|
-6,060
|
-3%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$1.58M
|
+$3.18K
|
+412
|
+0.2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.41M
|
+$104K
|
+13,500
|
+8%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$982K
|
+$924K
|
+120,000
|
+1,600%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$937K
|
+$226K
|
+29,305
|
+32%
|
|
|
14
|
Acadian Asset Management
Boston,
Massachusetts
|
$915K
|
-$476K
|
-61,803
|
-34%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$809K
|
-$472K
|
-61,317
|
-37%
|
|
|
16
|
CPWM LLC
Seattle,
Washington
|
$770K
|
–
|
–
|
–
|
|
|
17
|
California Public Employees Retirement System
Sacramento,
California
|
$665K
|
+$83.6K
|
+10,854
|
+14%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$641K
|
+$1.54K
|
+200
|
+0.2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$592K
|
+$16.6K
|
+2,162
|
+3%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$543K
|
-$23.1K
|
-3,000
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$520K
|
-$4.64K
|
-604
|
-0.9%
|
|
|
22
|
Russell Investments Group
London,
United Kingdom
|
$485K
|
+$485K
|
+63,073
|
New
|
|
|
23
|
Equitable Holdings
New York
|
$453K
|
+$453K
|
+58,848
|
New
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$424K
|
+$69.4K
|
+9,000
|
+20%
|
|
|
25
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$409K
|
–
|
–
|
–
|
|
