|
1
|
GHP Investment Advisors
Denver,
Colorado
|
$12.1M
|
+$128K
|
+1,932
|
+1%
|
|
|
2
|
|
$4.7M
|
-$15.1K
|
-229
|
-0.3%
|
|
|
3
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.32M
|
+$152K
|
+2,300
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.03M
|
+$88.5K
|
+1,340
|
+2%
|
|
|
5
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.05M
|
+$368K
|
+5,575
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.84M
|
+$208K
|
+3,147
|
+8%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.82M
|
+$1.06M
|
+16,080
|
+62%
|
|
|
8
|
Howland Capital Management
Boston,
Massachusetts
|
$2.48M
|
-$16.4M
|
-248,996
|
-87%
|
|
|
9
|
|
$1.69M
|
+$834K
|
+12,625
|
+100%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
-$75.3K
|
-1,141
|
-6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.09M
|
-$37.9K
|
-574
|
-3%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$914K
|
+$4.89K
|
+74
|
+0.5%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$881K
|
+$61.2K
|
+927
|
+8%
|
|
|
14
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$853K
|
–
|
–
|
–
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$731K
|
-$68.9K
|
-1,043
|
-9%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$720K
|
-$63.9K
|
-968
|
-8%
|
|
|
17
|
|
$651K
|
-$74.9K
|
-1,135
|
-10%
|
|
|
18
|
Bank of New York Mellon
New York
|
$630K
|
+$134K
|
+2,032
|
+28%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$602K
|
+$573K
|
+8,677
|
New
|
|
|
20
|
|
$582K
|
-$87.3K
|
-1,322
|
-13%
|
|
|
21
|
GW & Wade
Wellesley,
Massachusetts
|
$563K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$509K
|
–
|
–
|
–
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$492K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$394K
|
-$5.6M
|
-84,774
|
-94%
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$391K
|
+$382K
|
+5,790
|
New
|
|
