|
1
|
|
$37.1M
|
-$1.52M
|
-35,918
|
-4%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$33.3M
|
+$4.28M
|
+101,109
|
+16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
-$31.1M
|
-734,784
|
-61%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.2M
|
+$334K
|
+7,883
|
+2%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$12.9M
|
+$1.14M
|
+26,801
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
-$3.04M
|
-71,822
|
-21%
|
|
|
7
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$10.9M
|
+$1.44M
|
+34,002
|
+16%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.69M
|
-$241K
|
-5,687
|
-3%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$8.4M
|
-$62.1K
|
-1,466
|
-0.8%
|
|
|
10
|
|
$8.22M
|
+$4.26M
|
+100,420
|
+118%
|
|
|
11
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.01M
|
-$1.6M
|
-37,707
|
-17%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.81M
|
+$118K
|
+2,779
|
+2%
|
|
|
13
|
Parsec Financial Management
Asheville,
North Carolina
|
$7.41M
|
-$13M
|
-307,064
|
-65%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.23M
|
+$733K
|
+17,305
|
+14%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.68M
|
-$13.9M
|
-327,300
|
-72%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.23M
|
+$2.42M
|
+57,221
|
+94%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.57M
|
+$1.05M
|
+24,838
|
+30%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.33M
|
-$367K
|
-8,654
|
-8%
|
|
|
19
|
Plimoth Trust
Plymouth,
Massachusetts
|
$4.22M
|
-$505K
|
-11,925
|
-11%
|
|
|
20
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.39M
|
-$3.21M
|
-75,703
|
-50%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$3.27M
|
+$390K
|
+9,194
|
+14%
|
|
|
22
|
|
$2.81M
|
+$2.69M
|
+63,480
|
New
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$2.67M
|
+$50.7K
|
+1,197
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$2.53M
|
+$323K
|
+7,627
|
+15%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.53M
|
+$1.67M
|
+39,428
|
+223%
|
|
