|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$141M
|
–
|
–
|
–
|
|
|
2
|
|
$123M
|
+$9.99M
|
+246,076
|
+9%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$33.4M
|
+$154K
|
+3,798
|
+0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$2.15M
|
-53,005
|
-12%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
-$209K
|
-5,146
|
-2%
|
|
|
6
|
Next Level Private
Harrison,
New York
|
$9.28M
|
+$1.33M
|
+32,896
|
+17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.52M
|
-$296K
|
-7,303
|
-3%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$6.09M
|
-$176K
|
-4,334
|
-3%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.86M
|
+$23.6K
|
+582
|
+0.4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.77M
|
+$1.44M
|
+35,560
|
+35%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.66M
|
-$49.8K
|
-1,227
|
-0.9%
|
|
|
12
|
Lunt Capital Management
Holladay,
Utah
|
$5.43M
|
+$982K
|
+24,195
|
+23%
|
|
|
13
|
Sebold Capital Management
Lisle,
Illinois
|
$4.06M
|
-$124K
|
-3,044
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.51M
|
+$1.05M
|
+25,871
|
+44%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.47M
|
+$238K
|
+5,869
|
+8%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$2.96M
|
-$1.69M
|
-41,708
|
-37%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.85M
|
+$213K
|
+5,239
|
+8%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$2.01M
|
-$11.6K
|
-286
|
-0.6%
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.97M
|
-$3.56M
|
-87,821
|
-65%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.97M
|
+$311K
|
+7,657
|
+19%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.81M
|
+$1.55M
|
+38,307
|
+754%
|
|
|
22
|
|
$1.63M
|
+$1.59M
|
+39,077
|
New
|
|
|
23
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.55M
|
-$71.4K
|
-1,760
|
-5%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.53M
|
-$44.8K
|
-1,105
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.44M
|
+$462K
|
+11,390
|
+49%
|
|
