|
1
|
|
$259M
|
+$10.8M
|
+196,691
|
+4%
|
|
|
2
|
Davis Selected Advisers
Tucson,
Arizona
|
$191M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$94.1M
|
+$2.43M
|
+44,166
|
+3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$52M
|
+$2.07M
|
+37,736
|
+4%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$51.6M
|
+$356K
|
+6,466
|
+0.7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$926K
|
+16,846
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$39.6M
|
+$2.55M
|
+46,349
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
+$1.24M
|
+22,465
|
+4%
|
|
|
9
|
Next Level Private
Harrison,
New York
|
$25.9M
|
+$1.47M
|
+26,720
|
+6%
|
|
|
10
|
O'Donnell Financial Services
San Rafael,
California
|
$25.8M
|
+$2.9M
|
+52,721
|
+13%
|
|
|
11
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$18.4M
|
+$564K
|
+10,250
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
+$14M
|
+253,978
|
+1,197%
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.58M
|
+$54.4K
|
+990
|
+0.6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.97M
|
+$20.6K
|
+375
|
+0.2%
|
|
|
15
|
Lunt Capital Management
Holladay,
Utah
|
$8.77M
|
-$25.6K
|
-466
|
-0.3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$8.72M
|
+$334K
|
+6,080
|
+4%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$7.8M
|
+$94.1K
|
+1,711
|
+1%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.76M
|
-$107K
|
-1,948
|
-1%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.9M
|
-$96.1K
|
-1,747
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.12M
|
+$652K
|
+11,860
|
+15%
|
|
|
21
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$3.38M
|
+$364K
|
+6,613
|
+12%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$3.15M
|
+$2.78M
|
+50,519
|
+896%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$3M
|
-$25.6K
|
-466
|
-0.9%
|
|
|
24
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.81M
|
+$2.75M
|
+49,940
|
New
|
|
|
25
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.68M
|
-$5.44K
|
-99
|
-0.2%
|
|
