|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$138M
|
–
|
–
|
–
|
|
|
2
|
|
$110M
|
+$5.39M
|
+135,754
|
+5%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$32.4M
|
+$765K
|
+19,262
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$2.53M
|
+63,576
|
+16%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
+$1.18M
|
+29,802
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.6M
|
+$116K
|
+2,916
|
+1%
|
|
|
7
|
Next Level Private
Harrison,
New York
|
$7.71M
|
+$1.32M
|
+33,303
|
+21%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$6.12M
|
+$367K
|
+9,243
|
+7%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.69M
|
-$55.6K
|
-1,400
|
-1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.56M
|
+$264K
|
+6,651
|
+5%
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.49M
|
-$25.5K
|
-642
|
-0.5%
|
|
|
12
|
Prospera Financial Services
Dallas,
Texas
|
$4.58M
|
+$2.06M
|
+51,818
|
+85%
|
|
|
13
|
Lunt Capital Management
Holladay,
Utah
|
$4.31M
|
+$1.13M
|
+28,485
|
+37%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.18M
|
+$487K
|
+12,262
|
+14%
|
|
|
15
|
Sebold Capital Management
Lisle,
Illinois
|
$4.08M
|
+$9.26K
|
+233
|
+0.2%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.15M
|
+$191K
|
+4,799
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.56M
|
+$1.51M
|
+37,927
|
+151%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.37M
|
+$44.9K
|
+1,131
|
+2%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.97M
|
+$36.3K
|
+913
|
+2%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.6M
|
-$3.34K
|
-84
|
-0.2%
|
|
|
21
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.58M
|
-$58.8K
|
-1,479
|
-4%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.53M
|
+$63.2K
|
+1,591
|
+4%
|
|
|
23
|
Fulcrum Equity Management
Plano,
Texas
|
$1.29M
|
-$556
|
-14
|
-0%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.27M
|
+$264K
|
+6,649
|
+27%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$1.18M
|
-$368K
|
-9,252
|
-24%
|
|
