|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.83M
|
+$784K
|
+135,051
|
+11%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.45M
|
+$188K
|
+35,910
|
+8%
|
|
|
3
|
America First Investment Advisors
Omaha,
Nebraska
|
$2.35M
|
–
|
–
|
–
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.14M
|
+$19.7K
|
+3,763
|
+0.9%
|
|
|
5
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.13M
|
+$2.13M
|
+407,105
|
New
|
|
|
6
|
|
$1.99M
|
-$643K
|
-122,596
|
-24%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.74M
|
+$183K
|
+35,000
|
+12%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$1.12M
|
+$165K
|
+31,500
|
+17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.11M
|
+$19.6K
|
+3,749
|
+2%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$1.03M
|
-$49.3K
|
-9,418
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
-$2.75M
|
-525,402
|
-73%
|
|
|
12
|
Bluefin Capital Management
New York
|
$1M
|
+$1M
|
+191,631
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$844K
|
+$223K
|
+45,700
|
+36%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$697K
|
-$954K
|
-182,004
|
-58%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$535K
|
-$102K
|
-19,559
|
-16%
|
|
|
16
|
Equitable Holdings
New York
|
$534K
|
+$226K
|
+43,054
|
+73%
|
|
|
17
|
CPWM LLC
Seattle,
Washington
|
$524K
|
–
|
–
|
–
|
|
|
18
|
California Public Employees Retirement System
Sacramento,
California
|
$466K
|
+$13.6K
|
+2,600
|
+3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$413K
|
-$23.6K
|
-4,500
|
-5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$412K
|
+$8.7K
|
+1,658
|
+2%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$370K
|
–
|
–
|
–
|
|
|
22
|
|
$317K
|
+$40.7K
|
+7,768
|
+15%
|
|
|
23
|
Acadian Asset Management
Boston,
Massachusetts
|
$283K
|
-$341K
|
-64,899
|
-55%
|
|
|
24
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$279K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$266K
|
+$266K
|
+50,380
|
New
|
|
