|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$61.7M
|
+$752K
|
+23,847
|
+1%
|
|
|
2
|
|
$22.1M
|
+$707K
|
+22,429
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.12M
|
+$256K
|
+8,117
|
+5%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$3.6M
|
-$29.3K
|
-928
|
-0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
-$4.43M
|
-140,613
|
-57%
|
|
|
6
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.92M
|
+$447K
|
+14,176
|
+17%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.53M
|
+$2.53M
|
+80,112
|
+2,861%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.5M
|
-$6.12K
|
-194
|
-0.2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.42M
|
+$5.77K
|
+183
|
+0.2%
|
|
|
10
|
Chemistry Wealth Management
New York
|
$2.24M
|
+$2.31M
|
+73,239
|
New
|
|
|
11
|
Next Level Private
Harrison,
New York
|
$2.24M
|
+$2.31M
|
+73,239
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
+$31.1K
|
+986
|
+2%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.92M
|
+$221
|
+7
|
+0%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
+$384K
|
+12,193
|
+32%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.01M
|
+$5.52K
|
+175
|
+0.5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$934K
|
-$13.8K
|
-438
|
-1%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$861K
|
+$356K
|
+11,297
|
+67%
|
|
|
18
|
Sittner & Nelson
Eugene,
Oregon
|
$691K
|
+$189K
|
+6,000
|
+36%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$665K
|
+$179K
|
+5,672
|
+35%
|
|
|
20
|
Bickling Financial Services
Lexington,
Massachusetts
|
$566K
|
+$35.3K
|
+1,120
|
+6%
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$560K
|
+$578K
|
+18,322
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$528K
|
-$32.4K
|
-1,029
|
-6%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$504K
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$500K
|
+$189K
|
+5,991
|
+58%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$497K
|
+$662
|
+21
|
+0.1%
|
|
