|
1
|
|
$184M
|
+$1.69M
|
+39,379
|
+1%
|
|
|
2
|
Davis Selected Advisers
Tucson,
Arizona
|
$157M
|
–
|
–
|
–
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$41.2M
|
+$1.06M
|
+24,660
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$29.4M
|
+$10.6M
|
+246,274
|
+63%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29M
|
-$1.35M
|
-31,431
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$22.2M
|
+$3.61M
|
+84,153
|
+21%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$15.1M
|
+$2.47M
|
+57,608
|
+21%
|
|
|
8
|
Next Level Private
Harrison,
New York
|
$14.7M
|
+$1.03M
|
+24,092
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$9.39M
|
+218,573
|
+302%
|
|
|
10
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$7.7M
|
+$1.82M
|
+42,325
|
+34%
|
|
|
11
|
Lunt Capital Management
Holladay,
Utah
|
$7.39M
|
-$288K
|
-6,700
|
-4%
|
|
|
12
|
Level Four Advisory Services
Dallas,
Texas
|
$6.81M
|
+$1.29K
|
+30
|
+0%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.64M
|
+$42.1K
|
+981
|
+0.7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.21M
|
-$2.19M
|
-50,935
|
-28%
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.8M
|
+$2.5M
|
+58,262
|
+87%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.76M
|
-$7.84M
|
-182,540
|
-59%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.03M
|
+$449K
|
+10,449
|
+11%
|
|
|
18
|
Sebold Capital Management
Lisle,
Illinois
|
$3.67M
|
+$8.89K
|
+207
|
+0.3%
|
|
|
19
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.74M
|
+$2.55M
|
+59,296
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$2.33M
|
+$75.2K
|
+1,752
|
+4%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.95M
|
-$429
|
-10
|
-0%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
+$1.35M
|
+31,469
|
+354%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.7M
|
+$24.6K
|
+574
|
+2%
|
|
|
24
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.4M
|
-$124K
|
-2,887
|
-9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
+$94.8K
|
+2,207
|
+8%
|
|
