|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$56M
|
+$533K
|
+20,309
|
+1%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.8M
|
–
|
–
|
–
|
|
|
3
|
|
$16.4M
|
-$567K
|
-21,610
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
+$31.5K
|
+1,199
|
+0.3%
|
|
|
5
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$4.17M
|
+$1.96M
|
+74,829
|
+102%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.87M
|
+$63.5K
|
+2,420
|
+2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$3.08M
|
+$86.1K
|
+3,281
|
+3%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.99M
|
+$190K
|
+7,241
|
+11%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.85M
|
+$6.56K
|
+250
|
+0.4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.81M
|
+$83.3K
|
+3,174
|
+5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.6M
|
-$352K
|
-13,419
|
-19%
|
|
|
12
|
|
$1.43M
|
+$1.33M
|
+50,771
|
New
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$825K
|
+$772K
|
+29,414
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$750K
|
+$308K
|
+11,757
|
+79%
|
|
|
15
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$705K
|
+$659K
|
+25,128
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$495K
|
+$9.18K
|
+350
|
+2%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$480K
|
+$449K
|
+17,095
|
New
|
|
|
18
|
Bickling Financial Services
Lexington,
Massachusetts
|
$454K
|
+$69.5K
|
+2,649
|
+20%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$451K
|
-$853K
|
-32,512
|
-67%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$441K
|
+$152K
|
+5,805
|
+59%
|
|
|
21
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$440K
|
-$11.2K
|
-428
|
-3%
|
|
|
22
|
Sittner & Nelson
Eugene,
Oregon
|
$438K
|
–
|
–
|
–
|
|
|
23
|
Diligent Investors
Redlands,
California
|
$404K
|
-$4.33K
|
-165
|
-1%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$375K
|
+$351K
|
+13,370
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$319K
|
+$298K
|
+11,352
|
New
|
|
