|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.93M
|
+$273K
|
+64,968
|
+5%
|
|
|
2
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.31M
|
+$634K
|
+153,789
|
+38%
|
|
|
3
|
|
$2.24M
|
+$679K
|
+164,799
|
+43%
|
|
|
4
|
America First Investment Advisors
Omaha,
Nebraska
|
$1.79M
|
-$57.7K
|
-14,000
|
-3%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.73M
|
-$198K
|
-48,037
|
-10%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
-$201K
|
-48,826
|
-12%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.3M
|
-$66.7K
|
-16,200
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$912K
|
+$117K
|
+28,361
|
+15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$873K
|
-$3.35K
|
-813
|
-0.4%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$759K
|
-$49.3K
|
-11,958
|
-6%
|
|
|
11
|
Bluefin Capital Management
New York
|
$698K
|
-$91K
|
-22,100
|
-12%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$633K
|
–
|
–
|
–
|
|
|
13
|
California Public Employees Retirement System
Sacramento,
California
|
$553K
|
+$186K
|
+45,165
|
+51%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$532K
|
-$16K
|
-3,877
|
-3%
|
|
|
15
|
Equitable Holdings
New York
|
$518K
|
+$97.9K
|
+23,753
|
+23%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$496K
|
+$75.3K
|
+18,290
|
+18%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$385K
|
+$60.2K
|
+14,600
|
+19%
|
|
|
18
|
|
$350K
|
+$101K
|
+24,500
|
+41%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$315K
|
-$8.85K
|
-2,147
|
-3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$298K
|
+$236K
|
+57,349
|
+382%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$293K
|
-$591K
|
-143,397
|
-67%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$250K
|
+$48.3K
|
+11,695
|
+24%
|
|
|
23
|
Arrowstreet Capital
Boston,
Massachusetts
|
$242K
|
+$242K
|
+58,844
|
New
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$227K
|
+$20.6K
|
+5,000
|
+10%
|
|
|
25
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$219K
|
–
|
–
|
–
|
|
