|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$91.5M
|
–
|
–
|
–
|
|
|
2
|
|
$40.2M
|
-$560K
|
-14,153
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$316K
|
+7,995
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.25M
|
+$1.2M
|
+30,315
|
+19%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5.36M
|
-$81.1K
|
-2,049
|
-2%
|
|
|
6
|
Axiom Financial Strategies
New Albany,
Indiana
|
$5.36M
|
-$202K
|
-5,091
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.12M
|
-$2.74M
|
-69,284
|
-42%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.66M
|
+$70.3K
|
+1,775
|
+2%
|
|
|
9
|
Next Level Private
Harrison,
New York
|
$3.57M
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.43M
|
+$514K
|
+12,984
|
+19%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.39M
|
-$20.7K
|
-522
|
-0.7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.46M
|
+$19.1K
|
+482
|
+0.8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.21M
|
-$849K
|
-21,438
|
-29%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$2.16M
|
+$491K
|
+12,413
|
+33%
|
|
|
15
|
|
$2.15M
|
+$1.43M
|
+36,136
|
+261%
|
|
|
16
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.98M
|
+$175K
|
+4,424
|
+11%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.39M
|
-$2.92M
|
-73,871
|
-69%
|
|
|
18
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.16M
|
+$1.07M
|
+27,113
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
+$31.7K
|
+800
|
+3%
|
|
|
20
|
J.W. Cole Advisors
Tampa,
Florida
|
$992K
|
-$62.9K
|
-1,588
|
-6%
|
|
|
21
|
Sittner & Nelson
Eugene,
Oregon
|
$869K
|
–
|
–
|
–
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$865K
|
-$50K
|
-1,263
|
-6%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$784K
|
+$46.1K
|
+1,165
|
+7%
|
|
|
24
|
Atlas Wealth
Cincinnati,
Ohio
|
$775K
|
-$103K
|
-2,614
|
-13%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$724K
|
+$292K
|
+7,384
|
+78%
|
|
