|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$109M
|
–
|
–
|
–
|
|
|
2
|
Integrity Wealth Advisors
Ventura,
California
|
$39.3M
|
+$18.3M
|
+689,584
|
+90%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1M
|
-$5.68M
|
-213,797
|
-23%
|
|
|
4
|
|
$14M
|
-$3.17M
|
-119,378
|
-19%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
+$431K
|
+16,223
|
+3%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.17M
|
+$259K
|
+9,753
|
+3%
|
|
|
7
|
Lunt Capital Management
Holladay,
Utah
|
$3.95M
|
+$25.5K
|
+960
|
+0.7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.71M
|
-$646K
|
-24,316
|
-15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.58M
|
+$342K
|
+12,876
|
+11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.59M
|
+$423K
|
+15,920
|
+21%
|
|
|
11
|
Atlas Wealth
Cincinnati,
Ohio
|
$2.42M
|
+$670K
|
+25,238
|
+41%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.24M
|
+$280K
|
+10,559
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.22M
|
+$65.4K
|
+2,463
|
+3%
|
|
|
14
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.72M
|
-$8.92K
|
-336
|
-0.5%
|
|
|
15
|
Lakeside Advisors
Seattle,
Washington
|
$1.52M
|
-$39.8K
|
-1,500
|
-3%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$1.24M
|
-$22.2K
|
-835
|
-2%
|
|
|
17
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$805K
|
+$25.3K
|
+952
|
+3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$762K
|
+$278K
|
+10,458
|
+62%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$734K
|
-$67.6K
|
-2,547
|
-9%
|
|
|
20
|
Flow Traders U.S.
New York
|
$492K
|
-$224K
|
-8,444
|
-32%
|
|
|
21
|
Horizon Family Wealth
Chicago,
Illinois
|
$492K
|
+$467K
|
+17,570
|
New
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$467K
|
–
|
–
|
–
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$439K
|
-$41.3K
|
-1,555
|
-9%
|
|
|
24
|
Crossmark Global Holdings
Houston,
Texas
|
$428K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$384K
|
–
|
–
|
–
|
|
