|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$56.3M
|
+$2.16M
|
+120,512
|
+3%
|
|
|
2
|
|
$15.5M
|
+$2.38M
|
+132,892
|
+15%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.82M
|
-$6.86M
|
-383,036
|
-42%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.25M
|
+$626K
|
+34,984
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.21M
|
+$5M
|
+279,511
|
+8,735%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.62M
|
-$653K
|
-36,501
|
-13%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.01M
|
+$3.61M
|
+201,796
|
New
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.86M
|
-$45.6K
|
-2,550
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$334K
|
+18,645
|
+20%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$512K
|
+$615K
|
+34,337
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$476K
|
-$36.2K
|
-2,020
|
-6%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$349K
|
+$116K
|
+6,460
|
+38%
|
|
|
13
|
Tidal Investments
Milwaukee,
Wisconsin
|
$349K
|
+$419K
|
+23,432
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$313K
|
+$376K
|
+21,023
|
New
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$253K
|
+$315K
|
+17,621
|
New
|
|
|
16
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$217K
|
-$14.3K
|
-800
|
-6%
|
|
|
17
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$199K
|
+$19.7K
|
+1,100
|
+9%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$179K
|
–
|
–
|
–
|
|
|
19
|
Diligent Investors
Redlands,
California
|
$170K
|
-$67.4K
|
-3,766
|
-25%
|
|
|
20
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$155K
|
+$187K
|
+10,430
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$153K
|
-$27.3K
|
-1,526
|
-13%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$59K
|
+$283K
|
+15,831
|
New
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$5.21K
|
+291
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$454K
|
-23,865
|
Closed
|
|
|
25
|
|
–
|
-$273K
|
-14,349
|
Closed
|
|
