|
1
|
Parsec Financial Management
Asheville,
North Carolina
|
$52M
|
+$1.5M
|
+30,205
|
+3%
|
|
|
2
|
|
$49.6M
|
-$2.97M
|
-59,684
|
-6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$36.1M
|
-$38.9M
|
-782,854
|
-52%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$32.8M
|
-$212K
|
-4,257
|
-0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
-$420K
|
-8,462
|
-2%
|
|
|
6
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$18.1M
|
-$3.1M
|
-62,302
|
-15%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.5M
|
+$2.97M
|
+59,741
|
+21%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
+$310K
|
+6,247
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$1.18M
|
+23,708
|
+10%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
-$425K
|
-8,562
|
-3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.5M
|
+$258K
|
+5,192
|
+2%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$11M
|
-$401K
|
-8,080
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$6M
|
+120,806
|
+132%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.54M
|
+$5.52M
|
+111,128
|
+193%
|
|
|
15
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$7.42M
|
+$231K
|
+4,657
|
+3%
|
|
|
16
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.36M
|
-$118K
|
-2,371
|
-2%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.34M
|
+$277K
|
+5,567
|
+6%
|
|
|
18
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.09M
|
-$670K
|
-13,486
|
-12%
|
|
|
19
|
|
$4.77M
|
-$64.5K
|
-1,298
|
-1%
|
|
|
20
|
|
$3.93M
|
+$3.85M
|
+77,583
|
New
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.88M
|
-$327K
|
-6,580
|
-8%
|
|
|
22
|
Beacon Financial Group
Dallas,
Texas
|
$3.65M
|
+$240K
|
+4,825
|
+7%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$3.57M
|
+$3.51M
|
+70,557
|
New
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$3.42M
|
+$306K
|
+6,160
|
+10%
|
|
|
25
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.29M
|
-$775K
|
-15,601
|
-19%
|
|
