|
1
|
|
$51.2M
|
-$2.13M
|
-37,791
|
-4%
|
|
|
2
|
Parsec Financial Management
Asheville,
North Carolina
|
$48.7M
|
+$3.2M
|
+56,808
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.6M
|
+$9.69M
|
+171,897
|
+31%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$36.4M
|
+$5.77M
|
+102,359
|
+18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$68.4K
|
+1,214
|
+0.3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$866K
|
+15,367
|
+5%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.1M
|
+$2.04M
|
+36,227
|
+13%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.8M
|
-$8.09M
|
-143,591
|
-35%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$12.1M
|
-$1.15M
|
-20,350
|
-8%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.5M
|
+$326K
|
+5,777
|
+3%
|
|
|
11
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$9.46M
|
+$454K
|
+8,050
|
+5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.3M
|
+$1.22M
|
+21,698
|
+15%
|
|
|
13
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$6.11M
|
-$18K
|
-320
|
-0.3%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.09M
|
+$5.32M
|
+94,394
|
+570%
|
|
|
15
|
TMD & Associates
Scottsdale,
Arizona
|
$5.82M
|
+$254K
|
+4,506
|
+4%
|
|
|
16
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.6M
|
-$2.36M
|
-41,883
|
-29%
|
|
|
17
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.54M
|
-$34.4K
|
-611
|
-0.6%
|
|
|
18
|
Hilltop Holdings
Dallas,
Texas
|
$5.26M
|
+$5.4M
|
+95,914
|
New
|
|
|
19
|
|
$4.42M
|
-$16.2K
|
-288
|
-0.4%
|
|
|
20
|
|
$4.37M
|
+$4.51M
|
+80,088
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
-$1.61M
|
-28,564
|
-29%
|
|
|
22
|
|
$3.71M
|
+$3.14M
|
+55,738
|
+467%
|
|
|
23
|
Beacon Financial Group
Dallas,
Texas
|
$3.44M
|
+$959K
|
+17,019
|
+37%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$3.12M
|
+$180K
|
+3,202
|
+6%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$2.98M
|
+$173K
|
+3,077
|
+6%
|
|
