|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$111M
|
+$66.5K
|
+2,371
|
+0.1%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$20.5M
|
+$32.1K
|
+1,143
|
+0.2%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$15.6M
|
+$1.83M
|
+65,213
|
+14%
|
|
|
4
|
Integrity Wealth Advisors
Ventura,
California
|
$15.1M
|
-$26.1M
|
-931,282
|
-64%
|
|
|
5
|
|
$10.1M
|
-$4.03M
|
-143,891
|
-29%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.38M
|
+$52K
|
+1,856
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.73M
|
+$2.05M
|
+72,988
|
+57%
|
|
|
8
|
Lunt Capital Management
Holladay,
Utah
|
$3.94M
|
-$79.4K
|
-2,831
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.15M
|
-$616K
|
-21,984
|
-17%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.74M
|
+$107K
|
+3,825
|
+4%
|
|
|
11
|
Atlas Wealth
Cincinnati,
Ohio
|
$2.73M
|
+$261K
|
+9,302
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.41M
|
+$141K
|
+5,037
|
+6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.38M
|
+$97.9K
|
+3,491
|
+4%
|
|
|
14
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.77M
|
+$13.7K
|
+488
|
+0.8%
|
|
|
15
|
Lakeside Advisors
Seattle,
Washington
|
$1.55M
|
–
|
–
|
–
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$1.17M
|
-$89.9K
|
-3,205
|
-7%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$833K
|
+$819K
|
+29,211
|
New
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$767K
|
+$19.4K
|
+692
|
+3%
|
|
|
19
|
Horizon Family Wealth
Chicago,
Illinois
|
$710K
|
+$206K
|
+7,354
|
+42%
|
|
|
20
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$561K
|
+$552K
|
+19,687
|
New
|
|
|
21
|
Excelsior Advisor Network
Denver,
Colorado
|
$534K
|
+$525K
|
+18,724
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$532K
|
+$225K
|
+8,027
|
+75%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$467K
|
-$8.41K
|
-300
|
-2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$448K
|
+$168
|
+6
|
+0%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$391K
|
–
|
–
|
–
|
|
