|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$59.9M
|
-$150
|
-5
|
-0%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.2M
|
–
|
–
|
–
|
|
|
3
|
|
$18.9M
|
+$1.34M
|
+44,464
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.42M
|
-$3.88M
|
-128,892
|
-31%
|
|
|
5
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$4.96M
|
+$504K
|
+16,750
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.21M
|
+$67.3K
|
+2,237
|
+2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$3.28M
|
-$5.2K
|
-173
|
-0.2%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.36M
|
+$232K
|
+7,700
|
+11%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.02M
|
+$314K
|
+10,438
|
+18%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$43.4K
|
+1,442
|
+2%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.95M
|
-$32.9K
|
-1,093
|
-2%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$923K
|
+$41K
|
+1,362
|
+5%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$849K
|
+$379K
|
+12,610
|
+80%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$843K
|
+$42.1K
|
+1,400
|
+5%
|
|
|
15
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$795K
|
+$41.1K
|
+1,365
|
+5%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$759K
|
+$761K
|
+25,308
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$547K
|
+$147K
|
+4,877
|
+36%
|
|
|
18
|
Bickling Financial Services
Lexington,
Massachusetts
|
$537K
|
+$51.2K
|
+1,703
|
+11%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$506K
|
-$6.62K
|
-220
|
-1%
|
|
|
20
|
Sittner & Nelson
Eugene,
Oregon
|
$499K
|
+$30.1K
|
+1,000
|
+6%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$498K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$483K
|
–
|
–
|
–
|
|
|
23
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$449K
|
-$22.2K
|
-738
|
-5%
|
|
|
24
|
Diligent Investors
Redlands,
California
|
$425K
|
-$7.04K
|
-234
|
-2%
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$333K
|
+$9.02K
|
+300
|
+3%
|
|
