|
1
|
Parsec Financial Management
Asheville,
North Carolina
|
$47.4M
|
-$3.38M
|
-68,195
|
-7%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$32.7M
|
-$179K
|
-3,621
|
-0.5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$32.5M
|
-$3.03M
|
-61,047
|
-9%
|
|
|
4
|
|
$28.4M
|
-$5.83M
|
-117,646
|
-17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
-$1.27M
|
-25,627
|
-6%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.9M
|
+$1.05M
|
+21,099
|
+6%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.1M
|
+$611K
|
+12,335
|
+4%
|
|
|
8
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$14.9M
|
-$526K
|
-10,603
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$600K
|
-12,099
|
-4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
-$778K
|
-15,702
|
-6%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.8M
|
-$179K
|
-3,613
|
-2%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$10.5M
|
+$5.8K
|
+117
|
+0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$125K
|
-2,518
|
-1%
|
|
|
14
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$8.37M
|
+$445K
|
+8,978
|
+6%
|
|
|
15
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.39M
|
+$63.7K
|
+1,286
|
+1%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.35M
|
+$14.2K
|
+286
|
+0.3%
|
|
|
17
|
|
$4.7M
|
+$14.9K
|
+300
|
+0.3%
|
|
|
18
|
Stringer Asset Management
Memphis,
Tennessee
|
$4.26M
|
-$137K
|
-2,761
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.92M
|
-$4.25M
|
-85,647
|
-52%
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.89M
|
+$478K
|
+9,637
|
+14%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$3.65M
|
+$30.2K
|
+610
|
+0.8%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$3.34M
|
-$109K
|
-2,204
|
-3%
|
|
|
23
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.34M
|
-$195K
|
-3,930
|
-6%
|
|
|
24
|
Hilltop Holdings
Dallas,
Texas
|
$3.13M
|
-$65.5K
|
-1,322
|
-2%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$2.76M
|
+$728K
|
+14,684
|
+36%
|
|
