|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.6M
|
-$10.4M
|
-268,014
|
-14%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$51.9M
|
-$1.75M
|
-45,340
|
-3%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$27.1M
|
+$4.15M
|
+107,332
|
+16%
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$18.1M
|
-$2.82M
|
-73,085
|
-13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$2.07M
|
-53,648
|
-11%
|
|
|
6
|
Parsec Financial Management
Asheville,
North Carolina
|
$15.2M
|
+$1.14M
|
+29,634
|
+7%
|
|
|
7
|
|
$12.5M
|
-$1.39M
|
-36,013
|
-9%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12M
|
+$7.85M
|
+203,307
|
+151%
|
|
|
9
|
Efficient Advisors
Mason,
Ohio
|
$11.5M
|
+$1.43M
|
+36,988
|
+13%
|
|
|
10
|
JOYN Advisors
Atlanta,
Georgia
|
$8.7M
|
-$5.69M
|
-147,217
|
-38%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.25M
|
-$2.03M
|
-52,450
|
-18%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.89M
|
-$2.95M
|
-76,484
|
-26%
|
|
|
13
|
|
$7.14M
|
+$338K
|
+8,753
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.7M
|
+$106K
|
+2,746
|
+1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.25M
|
+$308K
|
+7,964
|
+5%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$6M
|
-$14M
|
-363,182
|
-69%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$5.84M
|
+$153K
|
+3,968
|
+2%
|
|
|
18
|
America First Investment Advisors
Omaha,
Nebraska
|
$5.6M
|
+$395K
|
+10,214
|
+7%
|
|
|
19
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$5.53M
|
+$4.3M
|
+111,417
|
+254%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.51M
|
-$997K
|
-25,799
|
-14%
|
|
|
21
|
Stratford Consulting
Addison,
Texas
|
$4.96M
|
+$24.3K
|
+629
|
+0.5%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$4.47M
|
+$188K
|
+4,855
|
+4%
|
|
|
23
|
Kings Point Capital Management
Great Neck,
New York
|
$4.37M
|
-$415K
|
-10,732
|
-8%
|
|
|
24
|
Cornerstone Capital
Palo Alto,
California
|
$3.83M
|
+$4.16M
|
+107,615
|
New
|
|
|
25
|
|
$3.55M
|
-$5.52K
|
-143
|
-0.1%
|
|
