|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$71.5M
|
+$8.23M
|
+434,434
|
+13%
|
|
|
2
|
|
$14.4M
|
+$1.22M
|
+64,360
|
+9%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.36M
|
-$164K
|
-8,664
|
-2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.15M
|
-$126K
|
-6,642
|
-1%
|
|
|
5
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.53M
|
+$6.33M
|
+334,172
|
+1,563%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
+$3.28M
|
+173,124
|
+1,812%
|
|
|
7
|
Lakeside Advisors
Seattle,
Washington
|
$1.3M
|
–
|
–
|
–
|
|
|
8
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.21M
|
-$13.4K
|
-707
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
-$17.4K
|
-918
|
-2%
|
|
|
10
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.01M
|
+$12.7K
|
+668
|
+1%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$834K
|
+$195K
|
+10,283
|
+29%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$834K
|
+$472K
|
+24,925
|
+122%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$822K
|
+$130K
|
+6,838
|
+18%
|
|
|
14
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$814K
|
-$128K
|
-6,765
|
-13%
|
|
|
15
|
Prospera Financial Services
Dallas,
Texas
|
$757K
|
-$52.5K
|
-2,772
|
-6%
|
|
|
16
|
Sebold Capital Management
Lisle,
Illinois
|
$705K
|
+$321K
|
+16,959
|
+79%
|
|
|
17
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$496K
|
+$227
|
+12
|
+0%
|
|
|
18
|
Rovin Capital
Mesa,
Arizona
|
$429K
|
-$75.6K
|
-3,993
|
-15%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$369K
|
+$380K
|
+20,063
|
New
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$360K
|
+$12.8K
|
+675
|
+4%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$359K
|
+$370K
|
+19,532
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$340K
|
+$258K
|
+13,608
|
+276%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$235K
|
-$10K
|
-529
|
-4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$174K
|
–
|
–
|
–
|
|
|
25
|
Bellevue Asset Management
Bellevue,
Washington
|
$112K
|
+$9.36K
|
+494
|
+9%
|
|
