|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$73.4M
|
–
|
–
|
–
|
|
|
2
|
|
$11M
|
-$3.6M
|
-197,229
|
-25%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.6M
|
-$27.3K
|
-1,496
|
-0.3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.3M
|
-$56.6K
|
-3,101
|
-0.7%
|
|
|
5
|
|
$2.84M
|
+$2.75M
|
+150,648
|
New
|
|
|
6
|
Lunt Capital Management
Holladay,
Utah
|
$1.65M
|
+$1.6M
|
+87,541
|
New
|
|
|
7
|
Sebold Capital Management
Lisle,
Illinois
|
$1.56M
|
+$811K
|
+44,452
|
+116%
|
|
|
8
|
Lakeside Advisors
Seattle,
Washington
|
$1.33M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$119K
|
+6,498
|
+11%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.19M
|
+$320K
|
+17,535
|
+39%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.19M
|
+$320K
|
+17,535
|
+39%
|
|
|
12
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.06M
|
+$22.9K
|
+1,256
|
+2%
|
|
|
13
|
Atlas Wealth
Cincinnati,
Ohio
|
$935K
|
-$319K
|
-17,493
|
-27%
|
|
|
14
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$872K
|
+$34.7K
|
+1,900
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$844K
|
+$821
|
+45
|
+0.1%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$781K
|
+$3.34K
|
+183
|
+0.4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$626K
|
+$267K
|
+14,652
|
+79%
|
|
|
18
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$506K
|
-$3.3K
|
-181
|
-0.7%
|
|
|
19
|
Rovin Capital
Mesa,
Arizona
|
$451K
|
+$10.4K
|
+571
|
+2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$435K
|
-$2.91M
|
-159,605
|
-87%
|
|
|
21
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$425K
|
-$6.07M
|
-333,023
|
-94%
|
|
|
22
|
Silver Oak Securities
Jackson,
Tennessee
|
$387K
|
+$17.9K
|
+979
|
+5%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$369K
|
–
|
–
|
–
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$245K
|
+$3.85K
|
+211
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
-$2.55K
|
-140
|
-1%
|
|
