|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.62M
|
+$164K
|
+25,489
|
+2%
|
|
|
2
|
|
$5.18M
|
+$257K
|
+40,012
|
+5%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.52M
|
-$243K
|
-40,000
|
-5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.68M
|
+$371K
|
+57,732
|
+11%
|
|
|
5
|
America First Investment Advisors
Omaha,
Nebraska
|
$2.35M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
+$184K
|
+28,580
|
+10%
|
|
|
7
|
|
$1.71M
|
–
|
–
|
–
|
|
|
8
|
Bluefin Capital Management
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
+$138K
|
+21,468
|
+14%
|
|
|
10
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.07M
|
+$30.7K
|
+4,776
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$991K
|
+$229K
|
+35,569
|
+30%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$950K
|
+$65.1K
|
+10,118
|
+7%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$947K
|
+$13.5K
|
+2,103
|
+1%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$844K
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$767K
|
+$219K
|
+34,000
|
+40%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$704K
|
-$171K
|
-26,536
|
-20%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$691K
|
-$30.5K
|
-4,744
|
-4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$687K
|
+$37.3K
|
+5,796
|
+6%
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$644K
|
-$43.9K
|
-6,832
|
-6%
|
|
|
20
|
IFG Advisory
Atlanta,
Georgia
|
$610K
|
+$610K
|
+95,000
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$587K
|
+$85.5K
|
+13,303
|
+17%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$429K
|
-$11.1K
|
-1,720
|
-3%
|
|
|
23
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$422K
|
+$422K
|
+65,645
|
New
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$406K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$343K
|
+$9.64K
|
+1,500
|
+3%
|
|
