|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$36.7M
|
+$2.48M
|
+53,810
|
+7%
|
|
|
2
|
|
$36.3M
|
-$1.77M
|
-38,278
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.8M
|
-$873K
|
-18,902
|
-4%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.2M
|
-$444K
|
-9,608
|
-3%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$13.4M
|
+$180K
|
+3,894
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$499K
|
+10,813
|
+4%
|
|
|
7
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$11.8M
|
+$690K
|
+14,942
|
+6%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$9.06M
|
+$438K
|
+9,490
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.7M
|
-$232K
|
-5,027
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.46M
|
+$443K
|
+9,602
|
+5%
|
|
|
11
|
|
$7.37M
|
-$1.09M
|
-23,573
|
-13%
|
|
|
12
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$6.11M
|
-$2.15M
|
-46,470
|
-26%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.87M
|
+$40.4K
|
+875
|
+0.7%
|
|
|
14
|
Parsec Financial Management
Asheville,
North Carolina
|
$5.81M
|
-$1.83M
|
-39,574
|
-24%
|
|
|
15
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.65M
|
-$35.7K
|
-773
|
-0.7%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.18M
|
-$275K
|
-5,955
|
-6%
|
|
|
17
|
Plimoth Trust
Plymouth,
Massachusetts
|
$3.83M
|
-$509K
|
-11,022
|
-12%
|
|
|
18
|
|
$3.74M
|
+$864K
|
+18,704
|
+29%
|
|
|
19
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.64M
|
+$161K
|
+3,485
|
+5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.98M
|
+$394K
|
+8,530
|
+15%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$2.79M
|
+$195K
|
+4,217
|
+7%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$2.78M
|
+$31.3K
|
+677
|
+1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.76M
|
-$2.66M
|
-57,560
|
-49%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.65M
|
-$3.81M
|
-82,526
|
-59%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.51M
|
-$3.79K
|
-82
|
-0.1%
|
|
