|
1
|
Parsec Financial Management
Asheville,
North Carolina
|
$54M
|
+$3.98M
|
+74,837
|
+8%
|
|
|
2
|
|
$50.1M
|
+$94.5K
|
+1,778
|
+0.2%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$36.5M
|
+$1.27M
|
+23,896
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.9M
|
-$878K
|
-16,526
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$2.84M
|
+53,365
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
-$785K
|
-14,783
|
-4%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.2M
|
+$213K
|
+4,011
|
+1%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.6M
|
+$453K
|
+8,517
|
+3%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.7M
|
+$514K
|
+9,670
|
+5%
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
$11.6M
|
-$956
|
-18
|
-0%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$445K
|
+8,369
|
+5%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$10M
|
+$427K
|
+8,033
|
+4%
|
|
|
13
|
Stringer Asset Management
Memphis,
Tennessee
|
$6.25M
|
+$542K
|
+10,202
|
+9%
|
|
|
14
|
TMD & Associates
Scottsdale,
Arizona
|
$6.22M
|
+$583K
|
+10,977
|
+10%
|
|
|
15
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.82M
|
+$118K
|
+2,222
|
+2%
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.73M
|
-$164K
|
-3,080
|
-3%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.72M
|
-$134K
|
-2,521
|
-2%
|
|
|
18
|
|
$5.71M
|
+$652K
|
+12,272
|
+13%
|
|
|
19
|
|
$4.36M
|
+$2.29M
|
+43,033
|
+108%
|
|
|
20
|
|
$4.28M
|
-$2.82K
|
-53
|
-0.1%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$3.52M
|
-$12.6K
|
-237
|
-0.4%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.41M
|
+$605K
|
+11,396
|
+22%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$3.24M
|
-$3.08K
|
-58
|
-0.1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.05M
|
+$86.3K
|
+1,625
|
+3%
|
|
|
25
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.84M
|
+$787K
|
+14,809
|
+38%
|
|
