|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$37.3M
|
–
|
–
|
–
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.3M
|
-$1.94M
|
-100,000
|
-7%
|
|
|
3
|
|
$10.6M
|
+$642K
|
+33,052
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.22M
|
-$140K
|
-7,190
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.92M
|
+$1.1M
|
+56,583
|
+38%
|
|
|
6
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.44M
|
+$1.87M
|
+96,082
|
+298%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.99M
|
+$121K
|
+6,221
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.4M
|
+$186K
|
+9,557
|
+15%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.3M
|
-$47.6K
|
-2,450
|
-3%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.21M
|
+$2.92K
|
+150
|
+0.2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$591K
|
+30,415
|
+93%
|
|
|
12
|
|
$1.15M
|
+$1.18M
|
+60,497
|
New
|
|
|
13
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.05M
|
-$378K
|
-19,441
|
-26%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$948K
|
+$63.1K
|
+3,248
|
+7%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$759K
|
+$774K
|
+39,832
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$582K
|
-$11.4K
|
-589
|
-2%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$312K
|
–
|
–
|
–
|
|
|
18
|
Diligent Investors
Redlands,
California
|
$278K
|
-$5.83K
|
-300
|
-2%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$30K
|
-$219K
|
-11,260
|
-88%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$25K
|
–
|
–
|
–
|
|
|
21
|
NVWM LLC
Yardley,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$232K
|
-12,511
|
Closed
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$75K
|
-4,060
|
Closed
|
|
|
24
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$33K
|
-1,800
|
Closed
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$20K
|
-1,063
|
Closed
|
|
