|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$72.6M
|
+$423K
|
+23,576
|
+0.6%
|
|
|
2
|
|
$11.2M
|
+$81.7K
|
+4,556
|
+0.8%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
+$1.79M
|
+99,886
|
+20%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.02M
|
-$72.1K
|
-4,023
|
-0.9%
|
|
|
5
|
Sebold Capital Management
Lisle,
Illinois
|
$2.11M
|
+$472K
|
+26,305
|
+30%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.95M
|
-$1.57M
|
-87,519
|
-45%
|
|
|
7
|
Lunt Capital Management
Holladay,
Utah
|
$1.64M
|
-$75.7K
|
-4,221
|
-5%
|
|
|
8
|
Lakeside Advisors
Seattle,
Washington
|
$1.27M
|
–
|
–
|
–
|
|
|
9
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.19M
|
+$33.7K
|
+1,879
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
-$77.2K
|
-4,304
|
-7%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$952K
|
-$135K
|
-7,551
|
-13%
|
|
|
12
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$925K
|
-$47.2K
|
-2,633
|
-5%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$868K
|
+$108K
|
+6,022
|
+15%
|
|
|
14
|
Atlas Wealth
Cincinnati,
Ohio
|
$841K
|
–
|
–
|
–
|
|
|
15
|
Bank of New York Mellon
New York
|
$826K
|
+$799K
|
+44,549
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$817K
|
-$45.3K
|
-2,527
|
-5%
|
|
|
17
|
|
$681K
|
-$46.1K
|
-2,570
|
-7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$661K
|
+$27.1K
|
+1,514
|
+4%
|
|
|
19
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$479K
|
-$6.06K
|
-338
|
-1%
|
|
|
20
|
Bellevue Asset Management
Bellevue,
Washington
|
$472K
|
+$324K
|
+18,068
|
+243%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$468K
|
-$218K
|
-12,140
|
-32%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$468K
|
-$218K
|
-12,140
|
-32%
|
|
|
23
|
Silver Oak Securities
Jackson,
Tennessee
|
$440K
|
+$223K
|
+12,466
|
+111%
|
|
|
24
|
Rovin Capital
Mesa,
Arizona
|
$437K
|
-$20.2K
|
-1,125
|
-5%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$392K
|
-$601K
|
-33,541
|
-61%
|
|
