|
1
|
GHP Investment Advisors
Denver,
Colorado
|
$12.8M
|
+$579K
|
+8,352
|
+5%
|
|
|
2
|
|
$4.75M
|
-$4.99K
|
-72
|
-0.1%
|
|
|
3
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.4M
|
+$40.5K
|
+584
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.11M
|
+$44.2K
|
+638
|
+1%
|
|
|
5
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.16M
|
+$77.3K
|
+1,115
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.94M
|
+$67.6K
|
+975
|
+2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.81M
|
+$2.46M
|
+35,548
|
+606%
|
|
|
8
|
Howland Capital Management
Boston,
Massachusetts
|
$1.81M
|
-$717K
|
-10,350
|
-28%
|
|
|
9
|
|
$1.73M
|
+$19.9K
|
+287
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
-$23.8K
|
-344
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
+$71K
|
+1,024
|
+6%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$920K
|
+$30.1K
|
+435
|
+3%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$875K
|
-$50.1K
|
-723
|
-5%
|
|
|
14
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$863K
|
–
|
–
|
–
|
|
|
15
|
Bank of New York Mellon
New York
|
$786K
|
+$153K
|
+2,206
|
+23%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$725K
|
-$2.01K
|
-29
|
-0.3%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$723K
|
-$16.6K
|
-239
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$587K
|
-$1.32K
|
-19
|
-0.2%
|
|
|
19
|
|
$580K
|
-$79K
|
-1,140
|
-12%
|
|
|
20
|
GW & Wade
Wellesley,
Massachusetts
|
$569K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$549K
|
+$35.3K
|
+510
|
+7%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$497K
|
–
|
–
|
–
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$421K
|
+$125K
|
+1,809
|
+41%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$399K
|
+$14.6K
|
+210
|
+4%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$307K
|
+$13.4K
|
+194
|
+4%
|
|
