|
1
|
GHP Investment Advisors
Denver,
Colorado
|
$12.9M
|
+$288K
|
+4,411
|
+2%
|
|
|
2
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.44M
|
+$65.7K
|
+1,007
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.09M
|
+$30.5K
|
+468
|
+0.7%
|
|
|
4
|
|
$3.82M
|
-$192K
|
-2,951
|
-5%
|
|
|
5
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.07M
|
+$29K
|
+445
|
+0.9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.72M
|
-$162K
|
-2,484
|
-6%
|
|
|
7
|
Howland Capital Management
Boston,
Massachusetts
|
$1.4M
|
-$2.28K
|
-35
|
-0.2%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.14M
|
-$1.04M
|
-16,014
|
-47%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
-$71.6K
|
-1,099
|
-6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$936K
|
-$68.5K
|
-1,051
|
-7%
|
|
|
11
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$891K
|
–
|
–
|
–
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$880K
|
-$3.85K
|
-59
|
-0.4%
|
|
|
13
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$817K
|
–
|
–
|
–
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$813K
|
-$34.9K
|
-536
|
-4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$772K
|
+$87.4K
|
+1,340
|
+13%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$646K
|
+$391
|
+6
|
+0.1%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$553K
|
+$65
|
+1
|
+0%
|
|
|
18
|
GW & Wade
Wellesley,
Massachusetts
|
$550K
|
+$11K
|
+169
|
+2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$463K
|
-$57.6K
|
-883
|
-11%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$442K
|
+$522
|
+8
|
+0.1%
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$436K
|
–
|
–
|
–
|
|
|
22
|
|
$421K
|
-$21K
|
-322
|
-5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$416K
|
+$17.5K
|
+269
|
+4%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$414K
|
+$35.6K
|
+546
|
+9%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$215K
|
–
|
–
|
–
|
|
