|
1
|
Bank of America
Charlotte,
North Carolina
|
$93.1M
|
-$13.5M
|
-306,767
|
-13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$66.4M
|
-$53M
|
-1,207,249
|
-45%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$29M
|
+$718K
|
+16,353
|
+3%
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$25.4M
|
+$2.04M
|
+46,543
|
+9%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$22.9M
|
-$370K
|
-8,427
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
+$2.73M
|
+62,247
|
+16%
|
|
|
7
|
JOYN Advisors
Atlanta,
Georgia
|
$17.5M
|
+$17.3M
|
+395,366
|
New
|
|
|
8
|
Wealthquest
Cincinnati,
Ohio
|
$15.8M
|
+$571K
|
+13,022
|
+4%
|
|
|
9
|
Parsec Financial Management
Asheville,
North Carolina
|
$15.7M
|
+$2.86M
|
+65,193
|
+23%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$1.18M
|
+26,950
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$400K
|
+9,118
|
+3%
|
|
|
12
|
|
$13.6M
|
-$970K
|
-22,115
|
-7%
|
|
|
13
|
Tompkins Financial
Ithaca,
New York
|
$13.5M
|
-$32.1K
|
-731
|
-0.2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$645K
|
-14,706
|
-5%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$12.2M
|
+$684K
|
+15,580
|
+6%
|
|
|
16
|
|
$11.5M
|
+$38.7K
|
+882
|
+0.3%
|
|
|
17
|
Parkwood LLC
Cleveland,
Ohio
|
$11.3M
|
–
|
–
|
–
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.5M
|
+$534K
|
+12,168
|
+5%
|
|
|
19
|
|
$8.11M
|
+$2.29M
|
+52,213
|
+40%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.11M
|
+$141K
|
+3,208
|
+2%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$8.09M
|
+$415K
|
+9,464
|
+5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.24M
|
+$274K
|
+6,247
|
+4%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$6.7M
|
+$1.33M
|
+30,382
|
+25%
|
|
|
24
|
Stratford Consulting
Addison,
Texas
|
$6.42M
|
-$20.2K
|
-461
|
-0.3%
|
|
|
25
|
America First Investment Advisors
Omaha,
Nebraska
|
$6.34M
|
+$294K
|
+6,692
|
+5%
|
|
