|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$71.5M
|
+$3.24M
|
+147,196
|
+5%
|
|
|
2
|
|
$45.4M
|
+$1.62M
|
+73,765
|
+4%
|
|
|
3
|
Level Four Advisory Services
Dallas,
Texas
|
$5.21M
|
+$499K
|
+22,669
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
+$411K
|
+18,675
|
+17%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.57M
|
+$767K
|
+34,880
|
+44%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.92M
|
+$96.6K
|
+4,391
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
-$109K
|
-4,958
|
-6%
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.06M
|
+$403K
|
+18,315
|
+64%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$974K
|
+$129K
|
+5,876
|
+16%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$931K
|
-$899K
|
-40,863
|
-50%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$743K
|
-$161K
|
-7,331
|
-18%
|
|
|
12
|
|
$696K
|
+$678K
|
+30,820
|
New
|
|
|
13
|
Financial Advocates Investment Management
Olympia,
Washington
|
$537K
|
–
|
–
|
–
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$493K
|
-$6.6K
|
-300
|
-1%
|
|
|
15
|
|
$407K
|
–
|
–
|
–
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$405K
|
–
|
–
|
–
|
|
|
17
|
Diligent Investors
Redlands,
California
|
$315K
|
-$13.2K
|
-600
|
-4%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$203K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$152K
|
+$1.52K
|
+69
|
+1%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$149K
|
-$70.6K
|
-3,209
|
-33%
|
|
|
21
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.55M
|
-77,333
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$891K
|
-44,773
|
Closed
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$43K
|
-2,128
|
Closed
|
|
|
25
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$42K
|
-2,094
|
Closed
|
|
