|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$32.7M
|
+$1.24M
|
+55,056
|
+3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.6M
|
+$7.9M
|
+350,400
|
+30%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.74M
|
-$670K
|
-29,702
|
-6%
|
|
|
4
|
|
$5.96M
|
-$3.77M
|
-167,111
|
-32%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.48M
|
-$30.6K
|
-1,357
|
-0.9%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.97M
|
-$263K
|
-11,649
|
-9%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.59M
|
+$2.15M
|
+95,463
|
New
|
|
|
8
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.35M
|
+$48.1K
|
+2,134
|
+3%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.2M
|
+$47.4K
|
+2,101
|
+3%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.08M
|
+$34.1K
|
+1,511
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$913K
|
-$885K
|
-39,254
|
-42%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$783K
|
-$115K
|
-5,118
|
-10%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$614K
|
+$822K
|
+36,459
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$592K
|
+$799K
|
+35,441
|
New
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$538K
|
-$1.13K
|
-50
|
-0.2%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$285K
|
-$20K
|
-887
|
-5%
|
|
|
17
|
Diligent Investors
Redlands,
California
|
$262K
|
-$28.3K
|
-1,256
|
-7%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$159K
|
+$71.1K
|
+3,155
|
+49%
|
|
|
19
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$66K
|
+$95.7K
|
+4,244
|
New
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$59K
|
+$77.6K
|
+3,441
|
New
|
|
|
21
|
Valeo Financial Advisors
Carmel,
Indiana
|
$33K
|
+$40.6K
|
+1,800
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$21K
|
–
|
–
|
–
|
|
|
23
|
|
$4K
|
–
|
–
|
–
|
|
|
24
|
NVWM LLC
Yardley,
Pennsylvania
|
$3K
|
+$4.51K
|
+200
|
New
|
|
|
25
|
Andesa Financial Management
Allentown,
Pennsylvania
|
–
|
-$799K
|
-31,436
|
Closed
|
|
