|
1
|
|
$49.7M
|
+$441K
|
+7,966
|
+0.9%
|
|
|
2
|
Parsec Financial Management
Asheville,
North Carolina
|
$49.7M
|
+$2.98M
|
+53,963
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$35.5M
|
-$2.74M
|
-49,495
|
-7%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$35M
|
-$19K
|
-343
|
-0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.4M
|
+$872K
|
+15,761
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$428K
|
-7,730
|
-2%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.9M
|
+$446K
|
+8,067
|
+3%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
-$251K
|
-4,535
|
-2%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$11.5M
|
-$135K
|
-2,440
|
-1%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.1M
|
+$128K
|
+2,322
|
+1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.62M
|
+$709K
|
+12,811
|
+8%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$9.53M
|
+$448K
|
+8,093
|
+5%
|
|
|
13
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.85M
|
-$31.7K
|
-573
|
-0.5%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.81M
|
-$41.1K
|
-744
|
-0.7%
|
|
|
15
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.67M
|
+$300K
|
+5,420
|
+5%
|
|
|
16
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.66M
|
+$345K
|
+6,246
|
+6%
|
|
|
17
|
TMD & Associates
Scottsdale,
Arizona
|
$5.6M
|
+$3.1K
|
+56
|
+0.1%
|
|
|
18
|
|
$5.02M
|
+$1.52M
|
+27,477
|
+41%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.6M
|
+$1.02M
|
+18,446
|
+27%
|
|
|
20
|
|
$4.25M
|
-$2.93K
|
-53
|
-0.1%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$3.51M
|
+$208K
|
+3,760
|
+6%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$3.22M
|
+$233K
|
+4,216
|
+7%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$2.97M
|
+$113K
|
+2,041
|
+4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.94M
|
+$155K
|
+2,808
|
+5%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.9M
|
–
|
–
|
–
|
|
