|
1
|
UBS Group
Zurich,
Switzerland
|
$69.7M
|
+$41.4M
|
+840,211
|
+128%
|
|
|
2
|
|
$48.4M
|
+$4.71M
|
+95,588
|
+10%
|
|
|
3
|
Parsec Financial Management
Asheville,
North Carolina
|
$46.5M
|
-$937K
|
-19,026
|
-2%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$30.4M
|
-$1.76M
|
-35,641
|
-5%
|
|
|
5
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$19.6M
|
+$20.7M
|
+419,580
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
-$4.88M
|
-99,104
|
-19%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.3M
|
-$1.92M
|
-38,895
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$2.73M
|
-55,348
|
-17%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.9M
|
-$890K
|
-18,076
|
-7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$2.39M
|
+48,579
|
+25%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$10.5M
|
+$369K
|
+7,495
|
+3%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.3M
|
+$44.3K
|
+899
|
+0.4%
|
|
|
13
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$6.61M
|
-$2.3M
|
-46,664
|
-25%
|
|
|
14
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.32M
|
-$178K
|
-3,604
|
-3%
|
|
|
15
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.04M
|
-$60.6K
|
-1,231
|
-1%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.66M
|
-$384K
|
-7,794
|
-7%
|
|
|
17
|
|
$4.6M
|
+$741K
|
+15,037
|
+19%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.26M
|
+$2.41M
|
+48,938
|
+115%
|
|
|
19
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.88M
|
-$1.21M
|
-24,540
|
-23%
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.76M
|
+$1.34M
|
+27,119
|
+51%
|
|
|
21
|
TMD & Associates
Scottsdale,
Arizona
|
$3.48M
|
-$2.09M
|
-42,432
|
-36%
|
|
|
22
|
Beacon Financial Group
Dallas,
Texas
|
$3.13M
|
+$50.4K
|
+1,023
|
+2%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.12M
|
+$129K
|
+2,616
|
+4%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$2.86M
|
+$23.7K
|
+482
|
+0.8%
|
|
|
25
|
|
$2.76M
|
+$2.92M
|
+59,324
|
New
|
|
