|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$105M
|
–
|
–
|
–
|
|
|
2
|
|
$78.2M
|
-$1.77M
|
-54,032
|
-2%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$22.8M
|
+$447K
|
+13,651
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$2.95K
|
+90
|
+0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.51M
|
-$46.6K
|
-1,425
|
-0.8%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.67M
|
+$110K
|
+3,350
|
+2%
|
|
|
7
|
|
$4.46M
|
-$847K
|
-25,865
|
-15%
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.45M
|
-$240K
|
-7,319
|
-5%
|
|
|
9
|
Level Four Advisory Services
Dallas,
Texas
|
$4.22M
|
-$2.22M
|
-67,775
|
-34%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
-$23.7K
|
-724
|
-0.6%
|
|
|
11
|
Lunt Capital Management
Holladay,
Utah
|
$2.92M
|
+$225K
|
+6,863
|
+8%
|
|
|
12
|
Sebold Capital Management
Lisle,
Illinois
|
$2.56M
|
+$256K
|
+7,831
|
+11%
|
|
|
13
|
Next Level Private
Harrison,
New York
|
$2.22M
|
+$40.3K
|
+1,231
|
+2%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$1.91M
|
-$3.32M
|
-101,511
|
-63%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.68M
|
-$46.2K
|
-1,411
|
-3%
|
|
|
16
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.44M
|
-$167K
|
-5,099
|
-10%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.42M
|
+$694K
|
+21,200
|
+89%
|
|
|
18
|
Beck Bode LLC
Dedham,
Massachusetts
|
$1.32M
|
-$30.1K
|
-918
|
-2%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.32M
|
+$178K
|
+5,435
|
+15%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.31M
|
-$76.9K
|
-2,349
|
-5%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.2M
|
-$2.06K
|
-63
|
-0.2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.14M
|
–
|
–
|
–
|
|
|
23
|
Tidal Investments
Milwaukee,
Wisconsin
|
$908K
|
-$715K
|
-21,846
|
-43%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$872K
|
+$204K
|
+6,219
|
+29%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$855K
|
+$886K
|
+27,066
|
New
|
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