|
1
|
UBS Group
Zurich,
Switzerland
|
$47.8M
|
+$27.8M
|
+577,409
|
+91%
|
|
|
2
|
|
$34.5M
|
+$13.6M
|
+282,881
|
+48%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$25.7M
|
-$224K
|
-4,666
|
-0.7%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$18.7M
|
-$14M
|
-291,230
|
-38%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.1M
|
-$608K
|
-12,639
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
-$2.26M
|
-46,898
|
-12%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$10.5M
|
+$11.6M
|
+240,991
|
+1,013%
|
|
|
8
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.63M
|
-$3.65M
|
-75,852
|
-26%
|
|
|
9
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$8.36M
|
+$1.79M
|
+37,223
|
+21%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.97M
|
-$2.58M
|
-53,565
|
-21%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$7.55M
|
-$805K
|
-16,735
|
-8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.86M
|
-$3.65M
|
-75,846
|
-30%
|
|
|
13
|
Tobias Financial Advisors
Plantation,
Florida
|
$6.01M
|
+$311K
|
+6,462
|
+4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.87M
|
-$10.7M
|
-222,934
|
-64%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.43M
|
+$21.9M
|
+455,591
|
New
|
|
|
16
|
Plimoth Trust
Plymouth,
Massachusetts
|
$4.23M
|
-$46.6K
|
-968
|
-0.9%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.21M
|
+$343K
|
+7,121
|
+7%
|
|
|
18
|
Beacon Financial Group
Dallas,
Texas
|
$4.08M
|
+$1.33M
|
+27,699
|
+37%
|
|
|
19
|
|
$3.37M
|
-$374K
|
-7,773
|
-8%
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.28M
|
+$590K
|
+12,256
|
+17%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.15M
|
+$684K
|
+14,220
|
+22%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$2.56M
|
+$2.9M
|
+60,286
|
+1,368%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.41M
|
-$7.17M
|
-149,100
|
-71%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$2.34M
|
-$59.7K
|
-1,240
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.22M
|
+$85.4K
|
+1,776
|
+3%
|
|
