|
1
|
|
$220M
|
+$8.06M
|
+163,801
|
+4%
|
|
|
2
|
Davis Selected Advisers
Tucson,
Arizona
|
$173M
|
+$60.4K
|
+1,228
|
+0%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$78.6M
|
+$24.4M
|
+495,603
|
+48%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$47.1M
|
+$953K
|
+19,364
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.4M
|
-$762K
|
-15,499
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
+$813K
|
+16,521
|
+3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$22.2M
|
+$1.7M
|
+34,530
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
+$4.77M
|
+96,943
|
+29%
|
|
|
9
|
Next Level Private
Harrison,
New York
|
$19.1M
|
+$1.68M
|
+34,130
|
+10%
|
|
|
10
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$15M
|
+$13.2M
|
+268,768
|
+1,051%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.13M
|
+$420K
|
+8,544
|
+6%
|
|
|
12
|
Lunt Capital Management
Holladay,
Utah
|
$8.07M
|
-$59.6K
|
-1,211
|
-0.8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.86M
|
+$173K
|
+3,514
|
+2%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$7.74M
|
+$70.8K
|
+1,439
|
+1%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.26M
|
-$8.12K
|
-165
|
-0.1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$6.82M
|
+$88.8K
|
+1,806
|
+1%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.18M
|
-$34.4K
|
-700
|
-0.6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$1.51M
|
+30,636
|
+82%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.73M
|
+$41.2K
|
+838
|
+2%
|
|
|
20
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.55M
|
+$2.45M
|
+49,828
|
New
|
|
|
21
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$2.36M
|
+$2.27M
|
+46,240
|
New
|
|
|
22
|
WJ Wealth Management
Glendale,
Arizona
|
$2.36M
|
+$2.27M
|
+46,129
|
New
|
|
|
23
|
|
$2.02M
|
+$408K
|
+8,297
|
+27%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
-$245K
|
-4,977
|
-12%
|
|
|
25
|
Dorato Capital Management
Denver,
Colorado
|
$1.6M
|
+$1.52M
|
+30,950
|
New
|
|
