|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$112M
|
–
|
–
|
–
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$18.9M
|
-$897K
|
-31,140
|
-4%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$13.6M
|
-$1.93M
|
-67,038
|
-12%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12M
|
+$538K
|
+18,673
|
+5%
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$11M
|
+$1.7M
|
+58,900
|
+18%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.72M
|
+$1.49M
|
+51,672
|
+20%
|
|
|
7
|
|
$8.45M
|
-$849K
|
-29,493
|
-9%
|
|
|
8
|
Lunt Capital Management
Holladay,
Utah
|
$3.78M
|
-$111K
|
-3,842
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.15M
|
+$268K
|
+9,321
|
+9%
|
|
|
10
|
Atlas Wealth
Cincinnati,
Ohio
|
$3.15M
|
+$57.2K
|
+1,986
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
+$108K
|
+3,748
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3M
|
-$19.2K
|
-667
|
-0.6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.69M
|
-$115K
|
-3,976
|
-4%
|
|
|
14
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.73M
|
-$20.7K
|
-718
|
-1%
|
|
|
15
|
Lakeside Advisors
Seattle,
Washington
|
$1.49M
|
-$28.8K
|
-1,000
|
-2%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.44M
|
+$1.46M
|
+50,548
|
New
|
|
|
17
|
Horizon Family Wealth
Chicago,
Illinois
|
$1.29M
|
+$175K
|
+6,068
|
+15%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.21M
|
-$6.6K
|
-229
|
-0.5%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$1.17M
|
-$10.2K
|
-354
|
-0.9%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$775K
|
-$1.87K
|
-65
|
-0.2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$690K
|
+$186K
|
+6,442
|
+36%
|
|
|
22
|
|
$620K
|
+$627K
|
+21,761
|
New
|
|
|
23
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$561K
|
–
|
–
|
–
|
|
|
24
|
Excelsior Advisor Network
Denver,
Colorado
|
$536K
|
–
|
–
|
–
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$430K
|
–
|
–
|
–
|
|
