|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.61M
|
+$37K
|
+6,303
|
+0.6%
|
|
|
2
|
|
$4.67M
|
-$1.15M
|
-207,707
|
-20%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$3.67M
|
–
|
–
|
–
|
|
|
4
|
America First Investment Advisors
Omaha,
Nebraska
|
$2.02M
|
-$17.5K
|
-3,167
|
-0.9%
|
|
|
5
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$1.91M
|
-$55.2K
|
-9,990
|
-3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.77M
|
+$105K
|
+18,978
|
+6%
|
|
|
7
|
|
$1.47M
|
+$1.47M
|
+265,500
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.42M
|
-$75.3K
|
-13,611
|
-5%
|
|
|
9
|
Samalin Investment Counsel
Chappaqua,
New York
|
$948K
|
+$583K
|
+105,500
|
+160%
|
|
|
10
|
Bluefin Capital Management
New York
|
$938K
|
–
|
–
|
–
|
|
|
11
|
Rockefeller Capital Management
New York
|
$905K
|
-$22.8K
|
-4,133
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$844K
|
-$19K
|
-3,442
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$817K
|
-$112K
|
-20,183
|
-12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$744K
|
+$4.04K
|
+730
|
+0.5%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$726K
|
–
|
–
|
–
|
|
|
16
|
Aveo Capital Partners
Englewood,
Colorado
|
$716K
|
+$716K
|
+129,457
|
New
|
|
|
17
|
California Public Employees Retirement System
Sacramento,
California
|
$691K
|
–
|
–
|
–
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$592K
|
+$592K
|
+107,000
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$567K
|
-$63.6K
|
-11,500
|
-10%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$506K
|
-$232
|
-42
|
-0%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$470K
|
+$60.8K
|
+11,000
|
+15%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$454K
|
+$1.3K
|
+235
|
+0.3%
|
|
|
23
|
SOA Wealth Advisors
New York
|
$448K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$398K
|
-$2.66K
|
-480
|
-0.7%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$364K
|
-$3.87K
|
-700
|
-1%
|
|
