|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.09M
|
-$1.55M
|
-388,104
|
-27%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$2.45M
|
+$1.17M
|
+288,925
|
+91%
|
|
|
3
|
|
$2.31M
|
+$109K
|
+26,866
|
+5%
|
|
|
4
|
America First Investment Advisors
Omaha,
Nebraska
|
$1.76M
|
–
|
–
|
–
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.49M
|
-$215K
|
-53,063
|
-13%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
+$26.9K
|
+6,651
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.47M
|
+$983K
|
+242,865
|
+202%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$896K
|
-$1.06K
|
-262
|
-0.1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$736K
|
-$122K
|
-30,187
|
-14%
|
|
|
10
|
Bluefin Capital Management
New York
|
$687K
|
-$698K
|
-169,531
|
Closed
|
|
|
11
|
GSA Capital Partners
London,
United Kingdom
|
$635K
|
+$495K
|
+122,265
|
+355%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$616K
|
+$616K
|
+152,133
|
New
|
|
|
13
|
Arrowstreet Capital
Boston,
Massachusetts
|
$607K
|
+$369K
|
+90,956
|
+155%
|
|
|
14
|
California Public Employees Retirement System
Sacramento,
California
|
$562K
|
+$19K
|
+4,700
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$523K
|
+$381
|
+94
|
+0.1%
|
|
|
16
|
Freestone Capital Holdings
Seattle,
Washington
|
$407K
|
+$61.6K
|
+100,000
|
+18%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$389K
|
-$357K
|
-88,141
|
-48%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$382K
|
+$4.05K
|
+1,000
|
+1%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$326K
|
+$32.8K
|
+8,107
|
+11%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$305K
|
-$4K
|
-989
|
-1%
|
|
|
21
|
Equitable Holdings
New York
|
$279K
|
-$230K
|
-56,732
|
-45%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$214K
|
-$31.1K
|
-7,693
|
-13%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$186K
|
+$8.09K
|
+2,000
|
+5%
|
|
|
24
|
|
$181K
|
–
|
–
|
–
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$162K
|
-$18.2K
|
-4,500
|
-10%
|
|
