|
1
|
Parsec Financial Management
Asheville,
North Carolina
|
$40.9M
|
-$9.68M
|
-187,576
|
-20%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$35.1M
|
-$33.8K
|
-655
|
-0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
-$1.05M
|
-20,269
|
-3%
|
|
|
4
|
|
$31.6M
|
+$941K
|
+18,238
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$912K
|
-17,668
|
-4%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.8M
|
+$339K
|
+6,558
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.5M
|
-$1.78M
|
-34,579
|
-9%
|
|
|
8
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$15.7M
|
-$291K
|
-5,643
|
-2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.7M
|
+$32.5K
|
+630
|
+0.2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$921K
|
-17,838
|
-7%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
-$25.3K
|
-490
|
-0.2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$224K
|
+4,346
|
+2%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$11.1M
|
-$205K
|
-3,980
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$5.94M
|
+115,105
|
+146%
|
|
|
15
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$9.33M
|
+$309K
|
+5,987
|
+4%
|
|
|
16
|
Tobias Financial Advisors
Plantation,
Florida
|
$7.8M
|
+$7.53M
|
+145,850
|
New
|
|
|
17
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5.79M
|
-$14.5K
|
-281
|
-0.3%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.32M
|
-$428K
|
-8,299
|
-8%
|
|
|
19
|
|
$4.97M
|
-$73.7K
|
-1,428
|
-2%
|
|
|
20
|
Stringer Asset Management
Memphis,
Tennessee
|
$4.41M
|
-$169K
|
-3,282
|
-4%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$4.03M
|
+$90.4K
|
+1,752
|
+2%
|
|
|
22
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.79M
|
-$374K
|
-7,239
|
-9%
|
|
|
23
|
Equitable Holdings
New York
|
$3.77M
|
+$3.64M
|
+70,586
|
New
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$3.59M
|
+$602K
|
+11,655
|
+21%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$3.5M
|
+$2.35M
|
+45,436
|
+227%
|
|
