|
1
|
GHP Investment Advisors
Denver,
Colorado
|
$12.9M
|
+$286K
|
+4,142
|
+2%
|
|
|
2
|
|
$4.46M
|
-$230K
|
-3,324
|
-5%
|
|
|
3
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.42M
|
+$76.4K
|
+1,105
|
+2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$4.18M
|
+$1.46M
|
+21,061
|
+51%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$85.4K
|
+1,236
|
+2%
|
|
|
6
|
|
$3.75M
|
+$2.11M
|
+30,565
|
+120%
|
|
|
7
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.2M
|
+$86.4K
|
+1,250
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.91M
|
+$18.8K
|
+272
|
+0.6%
|
|
|
9
|
Howland Capital Management
Boston,
Massachusetts
|
$1.53M
|
-$261K
|
-3,780
|
-14%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
-$11.2K
|
-162
|
-0.9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
-$184K
|
-2,656
|
-15%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$937K
|
+$30.2K
|
+437
|
+3%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$874K
|
+$10.9K
|
+158
|
+1%
|
|
|
14
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$851K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$721K
|
+$4.63K
|
+67
|
+0.6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$644K
|
+$665K
|
+9,627
|
New
|
|
|
17
|
Rockefeller Capital Management
New York
|
$576K
|
+$35.1K
|
+508
|
+6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$569K
|
-$10.4K
|
-150
|
-2%
|
|
|
19
|
GW & Wade
Wellesley,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
20
|
|
$514K
|
-$60.7K
|
-879
|
-10%
|
|
|
21
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$460K
|
+$475K
|
+6,875
|
New
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$458K
|
-$33.5K
|
-485
|
-7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$416K
|
+$415
|
+6
|
+0.1%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$393K
|
–
|
–
|
–
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$328K
|
+$25.4K
|
+368
|
+8%
|
|
