|
1
|
Parsec Financial Management
Asheville,
North Carolina
|
$52.1M
|
-$310K
|
-6,095
|
-0.6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$36.5M
|
+$101K
|
+1,989
|
+0.3%
|
|
|
3
|
|
$35.2M
|
-$14.7M
|
-289,447
|
-30%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$33.7M
|
+$690K
|
+13,574
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
+$852K
|
+16,759
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.4M
|
+$5.7M
|
+111,993
|
+45%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.9M
|
+$341K
|
+6,697
|
+2%
|
|
|
8
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$15.9M
|
-$2.37M
|
-46,540
|
-13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$128K
|
-2,509
|
-0.9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.8M
|
+$382K
|
+7,520
|
+3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.2M
|
-$332K
|
-6,532
|
-3%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$10.8M
|
-$252K
|
-4,963
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$198K
|
-3,894
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.39M
|
-$217K
|
-4,273
|
-3%
|
|
|
15
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$8.13M
|
+$652K
|
+12,831
|
+9%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.48M
|
+$98K
|
+1,928
|
+2%
|
|
|
17
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.47M
|
+$66K
|
+1,297
|
+1%
|
|
|
18
|
|
$4.8M
|
-$5.08K
|
-100
|
-0.1%
|
|
|
19
|
Stringer Asset Management
Memphis,
Tennessee
|
$4.52M
|
-$615K
|
-12,100
|
-12%
|
|
|
20
|
Beacon Financial Group
Dallas,
Texas
|
$3.72M
|
+$37.9K
|
+746
|
+1%
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.62M
|
-$285K
|
-5,600
|
-7%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$3.54M
|
+$94.4K
|
+1,857
|
+3%
|
|
|
23
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.5M
|
+$178K
|
+3,510
|
+5%
|
|
|
24
|
Hilltop Holdings
Dallas,
Texas
|
$3.28M
|
+$837K
|
+16,455
|
+34%
|
|
|
25
|
|
$3.27M
|
-$690K
|
-13,573
|
-17%
|
|
