|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$50M
|
–
|
–
|
–
|
|
|
2
|
|
$17.7M
|
+$1.21M
|
+45,312
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.84M
|
+$507K
|
+18,986
|
+11%
|
|
|
4
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$4.44M
|
+$1.86M
|
+69,517
|
+62%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.34M
|
+$837K
|
+31,341
|
+21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.24M
|
+$830K
|
+31,082
|
+31%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.81M
|
+$30.9K
|
+1,156
|
+1%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.17M
|
+$8.81K
|
+330
|
+0.4%
|
|
|
9
|
Next Level Private
Harrison,
New York
|
$2.05M
|
+$2.12M
|
+79,478
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$12.3K
|
+459
|
+0.6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
-$149K
|
-5,584
|
-6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.56M
|
-$460K
|
-17,226
|
-21%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.29M
|
-$269K
|
-10,077
|
-16%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$839K
|
+$60.3K
|
+2,259
|
+7%
|
|
|
15
|
Sittner & Nelson
Eugene,
Oregon
|
$600K
|
+$32.8K
|
+1,230
|
+5%
|
|
|
16
|
|
$591K
|
-$1.23M
|
-46,257
|
-66%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$507K
|
+$49.1K
|
+1,841
|
+10%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$503K
|
+$95.3K
|
+3,570
|
+21%
|
|
|
19
|
Bickling Financial Services
Lexington,
Massachusetts
|
$459K
|
-$7.98K
|
-299
|
-2%
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$440K
|
+$33.4K
|
+1,250
|
+7%
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$432K
|
+$6.67K
|
+250
|
+1%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$426K
|
-$4.27K
|
-160
|
-0.9%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$379K
|
+$4.24K
|
+159
|
+1%
|
|
|
24
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$364K
|
–
|
–
|
–
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$348K
|
-$6.57K
|
-246
|
-2%
|
|
