|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$41.5M
|
+$625K
|
+13,030
|
+2%
|
|
|
2
|
|
$39.4M
|
-$994K
|
-20,748
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$5.37M
|
-112,061
|
-24%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.9M
|
-$1.08M
|
-22,592
|
-6%
|
|
|
5
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.1M
|
+$1.82M
|
+37,944
|
+15%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$14.9M
|
-$99K
|
-2,065
|
-0.7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$126K
|
+2,629
|
+1%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$10.1M
|
-$19.9K
|
-415
|
-0.2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.77M
|
+$330K
|
+6,887
|
+4%
|
|
|
10
|
|
$7.32M
|
-$839K
|
-17,511
|
-11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.69M
|
-$2.83M
|
-59,119
|
-31%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.66M
|
-$836K
|
-17,453
|
-14%
|
|
|
13
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$5.31M
|
+$146K
|
+3,040
|
+3%
|
|
|
14
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$5.3M
|
-$1.43M
|
-29,844
|
-22%
|
|
|
15
|
Parsec Financial Management
Asheville,
North Carolina
|
$5.02M
|
-$1.37M
|
-28,566
|
-22%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.77M
|
+$1.37M
|
+28,611
|
+44%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.53M
|
-$112K
|
-2,336
|
-3%
|
|
|
18
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.43M
|
+$351K
|
+7,320
|
+9%
|
|
|
19
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.08M
|
+$3.86M
|
+80,637
|
New
|
|
|
20
|
Falcon Wealth Planning
Ontario,
California
|
$3.99M
|
+$3.78M
|
+78,878
|
New
|
|
|
21
|
Plimoth Trust
Plymouth,
Massachusetts
|
$3.56M
|
-$668K
|
-13,945
|
-17%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$3.14M
|
+$34.3K
|
+716
|
+1%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$3.13M
|
+$31K
|
+646
|
+1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.04M
|
-$26.3K
|
-549
|
-0.9%
|
|
|
25
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.01M
|
+$239K
|
+4,995
|
+9%
|
|
