|
1
|
Quest Capital Management
Dallas,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$1.11M
|
-$174K
|
-13,351
|
-15%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$1.05M
|
+$166K
|
+12,743
|
+21%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.03M
|
-$42K
|
-3,231
|
-4%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$885K
|
-$38K
|
-2,924
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$624K
|
+$24.1K
|
+1,851
|
+4%
|
|
|
7
|
|
$563K
|
-$46.5K
|
-3,577
|
-8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$478K
|
+$83.2K
|
+6,398
|
+24%
|
|
|
9
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$470K
|
-$13.6K
|
-1,043
|
-3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$428K
|
+$77.6K
|
+5,969
|
+25%
|
|
|
11
|
Thomas White International
Chicago,
Illinois
|
$414K
|
-$21.2K
|
-1,633
|
-5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$381K
|
+$102K
|
+7,847
|
+42%
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$381K
|
+$346K
|
+26,656
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$333K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$291K
|
-$32.6K
|
-2,509
|
-11%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
+$4.37K
|
+336
|
+2%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$273K
|
-$14K
|
-1,080
|
-5%
|
|
|
18
|
Howland Capital Management
Boston,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$182K
|
+$165K
|
+12,695
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$177K
|
-$1.34K
|
-103
|
-0.8%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$168K
|
-$14.7K
|
-1,130
|
-9%
|
|
|
22
|
People's United Financial
Bridgeport,
Connecticut
|
$159K
|
+$144K
|
+11,103
|
New
|
|
|
23
|
Equitable Holdings
New York
|
$158K
|
+$143K
|
+11,026
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$146K
|
+$132K
|
+10,166
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$144K
|
-$5.06K
|
-389
|
-4%
|
|
