|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$90.5M
|
+$558K
|
+20,578
|
+0.6%
|
|
|
2
|
|
$70.8M
|
-$18.2M
|
-671,093
|
-20%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$18.8M
|
+$11.6M
|
+426,256
|
+162%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
-$551K
|
-20,312
|
-5%
|
|
|
5
|
Level Four Advisory Services
Dallas,
Texas
|
$7.61M
|
-$716K
|
-26,393
|
-9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$13.6K
|
+501
|
+0.2%
|
|
|
7
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.39M
|
+$2.79M
|
+102,753
|
+174%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.98M
|
+$173K
|
+6,375
|
+5%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$3.07M
|
+$3.07M
|
+113,115
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.99M
|
-$294K
|
-10,833
|
-9%
|
|
|
11
|
CapWealth Advisors
Franklin,
Tennessee
|
$2.54M
|
-$181K
|
-6,685
|
-7%
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.22M
|
-$19.6K
|
-723
|
-0.9%
|
|
|
13
|
Sebold Capital Management
Lisle,
Illinois
|
$1.99M
|
+$1.99M
|
+73,191
|
New
|
|
|
14
|
|
$1.97M
|
+$1.27M
|
+46,912
|
+182%
|
|
|
15
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.89M
|
+$1.88M
|
+69,468
|
New
|
|
|
16
|
Next Level Private
Harrison,
New York
|
$1.74M
|
-$372K
|
-13,721
|
-18%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.58M
|
-$50.8K
|
-1,874
|
-3%
|
|
|
18
|
Beck Bode LLC
Dedham,
Massachusetts
|
$1.08M
|
+$1.08M
|
+39,637
|
New
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.03M
|
-$97.2K
|
-3,582
|
-9%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.02M
|
+$84.2K
|
+3,105
|
+9%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$771K
|
-$3.41M
|
-125,506
|
-82%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$732K
|
-$51K
|
-1,881
|
-7%
|
|
|
23
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$608K
|
–
|
–
|
–
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$595K
|
+$594K
|
+21,912
|
New
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$577K
|
+$950
|
+35
|
+0.2%
|
|
