|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$61.1M
|
-$7.13M
|
-440,060
|
-11%
|
|
|
2
|
|
$12.7M
|
+$2.85M
|
+175,974
|
+33%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.16M
|
-$1.52M
|
-93,601
|
-15%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.96M
|
+$214K
|
+13,235
|
+3%
|
|
|
5
|
Lakeside Advisors
Seattle,
Washington
|
$1.25M
|
-$16.2K
|
-1,000
|
-1%
|
|
|
6
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.17M
|
+$1.08M
|
+66,487
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
-$196K
|
-12,085
|
-17%
|
|
|
8
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$959K
|
-$9.25K
|
-571
|
-1%
|
|
|
9
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$903K
|
-$777K
|
-47,980
|
-48%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$778K
|
+$70.4K
|
+4,345
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$669K
|
+$215K
|
+13,256
|
+54%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$620K
|
+$44.1K
|
+2,723
|
+8%
|
|
|
13
|
Rovin Capital
Mesa,
Arizona
|
$483K
|
+$6.83K
|
+422
|
+2%
|
|
|
14
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$477K
|
-$4.88K
|
-301
|
-1%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$395K
|
+$362K
|
+22,327
|
New
|
|
|
16
|
Sebold Capital Management
Lisle,
Illinois
|
$378K
|
+$347K
|
+21,403
|
New
|
|
|
17
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$378K
|
-$463K
|
-28,611
|
-57%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$362K
|
+$27.5K
|
+1,695
|
+9%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$334K
|
-$226K
|
-13,985
|
-43%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$235K
|
-$32.3K
|
-1,994
|
-13%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$169K
|
-$5.23K
|
-323
|
-3%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
+$2.61K
|
+161
|
+2%
|
|
|
23
|
Bellevue Asset Management
Bellevue,
Washington
|
$98.9K
|
+$61.5K
|
+3,796
|
+211%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$87.1K
|
+$43.6K
|
+2,692
|
+120%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$51K
|
–
|
–
|
–
|
|
