|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.03M
|
+$158K
|
+26,136
|
+2%
|
|
|
2
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.66M
|
+$536K
|
+90,000
|
+13%
|
|
|
3
|
|
$4.56M
|
+$164K
|
+27,460
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.07M
|
+$799K
|
+134,076
|
+35%
|
|
|
5
|
America First Investment Advisors
Omaha,
Nebraska
|
$2.18M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.66M
|
+$27.4K
|
+4,598
|
+2%
|
|
|
7
|
|
$1.58M
|
–
|
–
|
–
|
|
|
8
|
Bluefin Capital Management
New York
|
$1.13M
|
+$120K
|
+20,198
|
+12%
|
|
|
9
|
Samalin Investment Counsel
Chappaqua,
New York
|
$961K
|
+$136K
|
+22,809
|
+16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$901K
|
+$21.1K
|
+3,540
|
+2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$865K
|
+$313K
|
+52,555
|
+57%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$841K
|
+$841K
|
+141,168
|
New
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$820K
|
-$14.5K
|
-2,435
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$811K
|
+$329K
|
+55,165
|
+68%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$782K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$707K
|
+$3.83K
|
+643
|
+0.5%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$672K
|
–
|
–
|
–
|
|
|
18
|
Rockefeller Capital Management
New York
|
$668K
|
-$10.5K
|
-1,762
|
-2%
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$638K
|
+$638K
|
+107,000
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$602K
|
-$264K
|
-44,370
|
-31%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$508K
|
+$1.82K
|
+305
|
+0.4%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$465K
|
–
|
–
|
–
|
|
|
23
|
Certuity
North Palm Beach,
Florida
|
$430K
|
+$6.02K
|
+1,010
|
+1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$408K
|
-$11.8K
|
-1,970
|
-3%
|
|
|
25
|
SOA Wealth Advisors
New York
|
$395K
|
-$87.8K
|
-14,747
|
-18%
|
|
