|
1
|
Davis Selected Advisers
Tucson,
Arizona
|
$79.4M
|
–
|
–
|
–
|
|
|
2
|
|
$65.4M
|
+$433K
|
+11,248
|
+0.7%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.8M
|
+$21.3M
|
+552,083
|
+795%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
-$3.25M
|
-84,343
|
-20%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.5M
|
+$856K
|
+22,234
|
+7%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$12.7M
|
+$1.78M
|
+46,173
|
+18%
|
|
|
7
|
Fjell Capital
Fargo,
North Dakota
|
$10.2M
|
-$390K
|
-10,125
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.4M
|
+$1.72M
|
+44,562
|
+28%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$8.11M
|
+$855K
|
+22,199
|
+13%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.96M
|
+$81.2K
|
+2,108
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.49M
|
+$90.8K
|
+2,358
|
+2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.81M
|
+$252K
|
+6,536
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.59M
|
+$2.58K
|
+67
|
+0.1%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$3.57M
|
+$1.95M
|
+50,695
|
+143%
|
|
|
15
|
Integrity Wealth Advisors
Ventura,
California
|
$2.61M
|
+$150K
|
+3,890
|
+7%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$2.37M
|
+$56.1K
|
+1,456
|
+3%
|
|
|
17
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.13M
|
+$1.29M
|
+33,377
|
+185%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$2.13M
|
+$1.29M
|
+33,377
|
+185%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01M
|
-$7.13K
|
-185
|
-0.4%
|
|
|
20
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.75M
|
–
|
–
|
–
|
|
|
21
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.62M
|
+$16K
|
+415
|
+1%
|
|
|
22
|
Lunt Capital Management
Holladay,
Utah
|
$1.55M
|
–
|
–
|
–
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.28M
|
-$91.7K
|
-2,380
|
-7%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.21M
|
+$31.3K
|
+812
|
+3%
|
|
|
25
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.01M
|
+$112K
|
+2,900
|
+14%
|
|
