|
1
|
United Services Automobile Association
San Antonio,
Texas
|
$117M
|
-$41M
|
-920,676
|
-25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$21.6M
|
-485,197
|
-17%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$27.6M
|
-$1.44M
|
-32,247
|
-5%
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$22.8M
|
-$1.45M
|
-32,596
|
-6%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$22.7M
|
+$2.2M
|
+49,517
|
+10%
|
|
|
6
|
BOK Financial
Tulsa,
Oklahoma
|
$21.6M
|
-$728K
|
-16,351
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$17.6M
|
+395,629
|
New
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$16.9M
|
-$5.37M
|
-120,636
|
-24%
|
|
|
9
|
Wealthquest
Cincinnati,
Ohio
|
$14.9M
|
+$15.4M
|
+345,159
|
New
|
|
|
10
|
|
$14.2M
|
-$8.97M
|
-201,553
|
-38%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$2.09M
|
-46,977
|
-13%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
-$5.9M
|
-132,570
|
-29%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$6.53M
|
+146,634
|
+86%
|
|
|
14
|
Tompkins Financial
Ithaca,
New York
|
$13.2M
|
-$505K
|
-11,337
|
-4%
|
|
|
15
|
Parsec Financial Management
Asheville,
North Carolina
|
$12.5M
|
+$432K
|
+9,702
|
+3%
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$11.3M
|
+$477K
|
+10,723
|
+4%
|
|
|
17
|
|
$11.2M
|
+$3.4M
|
+76,471
|
+42%
|
|
|
18
|
Parkwood LLC
Cleveland,
Ohio
|
$11.1M
|
+$66K
|
+1,482
|
+0.6%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.69M
|
+$358K
|
+8,042
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.77M
|
+$25.6K
|
+574
|
+0.3%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$7.49M
|
+$7.72M
|
+173,500
|
New
|
|
|
22
|
Covington Capital Management
Los Angeles,
California
|
$7.02M
|
-$497K
|
-11,160
|
-6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.79M
|
-$298K
|
-6,704
|
-4%
|
|
|
24
|
Stratford Consulting
Addison,
Texas
|
$6.29M
|
+$302K
|
+6,780
|
+5%
|
|
|
25
|
America First Investment Advisors
Omaha,
Nebraska
|
$5.89M
|
+$825K
|
+18,540
|
+16%
|
|
