|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.72M
|
+$48K
|
+7,055
|
+0.6%
|
|
|
2
|
|
$4.97M
|
-$715K
|
-106,024
|
-13%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.66M
|
+$189K
|
+28,000
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.57M
|
+$415K
|
+61,556
|
+19%
|
|
|
5
|
America First Investment Advisors
Omaha,
Nebraska
|
$2.46M
|
–
|
–
|
–
|
|
|
6
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$2.26M
|
-$70.1K
|
-10,400
|
-3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.84M
|
+$110K
|
+16,393
|
+6%
|
|
|
8
|
|
$1.79M
|
–
|
–
|
–
|
|
|
9
|
Bluefin Capital Management
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$995K
|
+$27
|
+4
|
+0%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$980K
|
-$48.3K
|
-7,171
|
-5%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$943K
|
+$70.9K
|
+10,527
|
+8%
|
|
|
13
|
Samalin Investment Counsel
Chappaqua,
New York
|
$933K
|
-$223K
|
-33,138
|
-19%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$884K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$795K
|
-$112K
|
-16,640
|
-12%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$768K
|
-$335K
|
-49,731
|
-30%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$760K
|
+$760K
|
+112,800
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$625K
|
+$71.5K
|
+10,600
|
+13%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$573K
|
–
|
–
|
–
|
|
|
20
|
SOA Wealth Advisors
New York
|
$546K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$545K
|
+$123K
|
+18,300
|
+29%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$525K
|
-$91.6K
|
-13,600
|
-15%
|
|
|
23
|
Certuity
North Palm Beach,
Florida
|
$479K
|
+$169K
|
+25,125
|
+55%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$474K
|
-$10.7K
|
-1,595
|
-2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$444K
|
–
|
–
|
–
|
|
