|
1
|
United Services Automobile Association
San Antonio,
Texas
|
$36.1M
|
+$38
|
+1
|
+0%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$34.9M
|
-$154K
|
-4,107
|
-0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.7M
|
-$1.5M
|
-39,905
|
-5%
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$21.9M
|
+$503K
|
+13,374
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
+$4.58M
|
+121,825
|
+34%
|
|
|
6
|
Parsec Financial Management
Asheville,
North Carolina
|
$15.6M
|
+$952K
|
+25,317
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
+$2.04M
|
+54,134
|
+16%
|
|
|
8
|
JOYN Advisors
Atlanta,
Georgia
|
$13.3M
|
+$166K
|
+4,409
|
+1%
|
|
|
9
|
Efficient Advisors
Mason,
Ohio
|
$13.1M
|
+$7.26K
|
+193
|
+0.1%
|
|
|
10
|
America First Investment Advisors
Omaha,
Nebraska
|
$8.08M
|
+$191K
|
+5,075
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.93M
|
+$2.45M
|
+65,102
|
+47%
|
|
|
12
|
|
$7.49M
|
-$169K
|
-4,501
|
-2%
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
$7.17M
|
-$113K
|
-3,000
|
-2%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.09M
|
-$744K
|
-19,777
|
-10%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.03M
|
-$266K
|
-7,073
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.46M
|
-$299K
|
-7,943
|
-5%
|
|
|
17
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$6.09M
|
+$404K
|
+10,729
|
+7%
|
|
|
18
|
Stratford Consulting
Addison,
Texas
|
$5.6M
|
+$147K
|
+3,900
|
+3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$5.38M
|
+$653K
|
+17,355
|
+14%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$5.09M
|
-$404K
|
-10,750
|
-8%
|
|
|
21
|
White Pine Investment Company
Livonia,
Michigan
|
$4.93M
|
+$158K
|
+4,192
|
+3%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$4.59M
|
+$4.46M
|
+118,520
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.95M
|
+$2.13M
|
+56,722
|
+125%
|
|
|
24
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$3.59M
|
-$167K
|
-4,440
|
-5%
|
|
|
25
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.57M
|
+$161K
|
+4,286
|
+5%
|
|
