|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$69.5M
|
–
|
–
|
–
|
|
|
2
|
|
$10.7M
|
+$333K
|
+17,632
|
+3%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.91M
|
-$172K
|
-9,100
|
-2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.8M
|
-$68.8K
|
-3,646
|
-0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.44M
|
+$3.2M
|
+169,570
|
+735%
|
|
|
6
|
Lunt Capital Management
Holladay,
Utah
|
$1.66M
|
+$100K
|
+5,313
|
+6%
|
|
|
7
|
Sebold Capital Management
Lisle,
Illinois
|
$1.56M
|
+$87.3K
|
+4,625
|
+6%
|
|
|
8
|
Lakeside Advisors
Seattle,
Washington
|
$1.23M
|
-$37.7K
|
-2,000
|
-3%
|
|
|
9
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.12M
|
+$120K
|
+6,360
|
+11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
-$88.6K
|
-4,698
|
-7%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.05M
|
+$1.11M
|
+58,950
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$976K
|
+$1.03M
|
+54,687
|
New
|
|
|
13
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$946K
|
+$130K
|
+6,909
|
+15%
|
|
|
14
|
Atlas Wealth
Cincinnati,
Ohio
|
$841K
|
-$21.8K
|
-1,155
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$832K
|
+$34.7K
|
+1,840
|
+4%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$729K
|
-$11.3K
|
-598
|
-1%
|
|
|
17
|
|
$702K
|
-$2.1M
|
-111,344
|
-74%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$679K
|
-$470K
|
-24,902
|
-40%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$679K
|
-$470K
|
-24,902
|
-40%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$610K
|
+$18.7K
|
+992
|
+3%
|
|
|
21
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$485K
|
+$6.74K
|
+357
|
+1%
|
|
|
22
|
Rovin Capital
Mesa,
Arizona
|
$441K
|
+$15K
|
+793
|
+3%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$369K
|
+$20.8K
|
+1,100
|
+6%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$367K
|
-$37.1K
|
-1,968
|
-9%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$218K
|
-$14.5K
|
-770
|
-6%
|
|
