|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$107M
|
–
|
–
|
–
|
|
|
2
|
|
$81.1M
|
-$705K
|
-23,621
|
-0.9%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$22.7M
|
-$219K
|
-7,337
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$230K
|
+7,715
|
+2%
|
|
|
5
|
Level Four Advisory Services
Dallas,
Texas
|
$6.46M
|
-$1.34M
|
-44,971
|
-18%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.63M
|
-$646K
|
-21,639
|
-11%
|
|
|
7
|
|
$5.36M
|
+$2.44M
|
+81,840
|
+96%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$5.19M
|
+$4.83M
|
+161,988
|
New
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.75M
|
-$595K
|
-19,923
|
-12%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.63M
|
-$14.2K
|
-475
|
-0.3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.05M
|
+$3.85K
|
+129
|
+0.1%
|
|
|
12
|
Lunt Capital Management
Holladay,
Utah
|
$2.74M
|
+$2.55M
|
+85,505
|
New
|
|
|
13
|
Sebold Capital Management
Lisle,
Illinois
|
$2.34M
|
-$207K
|
-6,950
|
-9%
|
|
|
14
|
Next Level Private
Harrison,
New York
|
$2.21M
|
+$58.3K
|
+1,953
|
+3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.75M
|
-$44.8K
|
-1,501
|
-3%
|
|
|
16
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.63M
|
-$712K
|
-23,871
|
-32%
|
|
|
17
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.62M
|
-$859K
|
-28,775
|
-36%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.41M
|
-$2.06M
|
-68,984
|
-61%
|
|
|
19
|
Beck Bode LLC
Dedham,
Massachusetts
|
$1.37M
|
+$53.4K
|
+1,789
|
+4%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.22M
|
+$51.5K
|
+1,725
|
+5%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.2M
|
-$23.7K
|
-793
|
-2%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.17M
|
+$775K
|
+25,956
|
+249%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.1M
|
+$510K
|
+17,089
|
+100%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.1M
|
+$510K
|
+17,089
|
+100%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$864K
|
-$43.6K
|
-1,460
|
-5%
|
|
