|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$83.4M
|
–
|
–
|
–
|
|
|
2
|
|
$82.7M
|
+$2.82M
|
+100,549
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$2.32M
|
+82,576
|
+26%
|
|
|
4
|
Level Four Advisory Services
Dallas,
Texas
|
$7.72M
|
-$42.5K
|
-1,516
|
-0.5%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$6.65M
|
+$242K
|
+8,622
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.12M
|
-$307K
|
-10,952
|
-5%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.88M
|
+$4.32M
|
+153,874
|
New
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.54M
|
+$63.1K
|
+2,250
|
+2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.05M
|
+$111K
|
+3,971
|
+3%
|
|
|
10
|
CapWealth Advisors
Franklin,
Tennessee
|
$2.53M
|
-$409K
|
-14,576
|
-13%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.08M
|
+$206K
|
+7,344
|
+10%
|
|
|
12
|
Next Level Private
Harrison,
New York
|
$2.01M
|
+$2.11M
|
+75,354
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.51M
|
+$19.9K
|
+710
|
+1%
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.49M
|
+$527K
|
+18,790
|
+47%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.04M
|
-$258K
|
-9,194
|
-18%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
-$11.5K
|
-409
|
-1%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$868K
|
+$196K
|
+7,000
|
+26%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$730K
|
+$244K
|
+8,706
|
+43%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$726K
|
-$118K
|
-4,208
|
-13%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$669K
|
-$94.9K
|
-3,382
|
-11%
|
|
|
21
|
|
$649K
|
-$230K
|
-8,206
|
-24%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$631K
|
–
|
–
|
–
|
|
|
23
|
|
$593K
|
+$659K
|
+23,500
|
New
|
|
|
24
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$564K
|
–
|
–
|
–
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$557K
|
+$1.94K
|
+69
|
+0.3%
|
|
