|
1
|
United Services Automobile Association
San Antonio,
Texas
|
$38.9M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.1M
|
+$3.83M
|
+92,469
|
+11%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$37.3M
|
-$332K
|
-8,024
|
-0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
+$4.9M
|
+118,267
|
+25%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$24.5M
|
+$934K
|
+22,544
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$3.32M
|
+80,165
|
+21%
|
|
|
7
|
Parsec Financial Management
Asheville,
North Carolina
|
$18.4M
|
+$1.58M
|
+38,127
|
+9%
|
|
|
8
|
JOYN Advisors
Atlanta,
Georgia
|
$14.2M
|
-$136K
|
-3,276
|
-1%
|
|
|
9
|
Efficient Advisors
Mason,
Ohio
|
$12.3M
|
-$1.79M
|
-43,183
|
-13%
|
|
|
10
|
|
$10.4M
|
+$2.28M
|
+55,074
|
+28%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$9M
|
+$294K
|
+7,101
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.48M
|
-$72.5K
|
-1,749
|
-0.9%
|
|
|
13
|
LVM Capital Management
Portage,
Michigan
|
$8.32M
|
+$6.76M
|
+163,258
|
+1,613%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.88M
|
+$236K
|
+5,690
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.75M
|
+$173K
|
+4,175
|
+2%
|
|
|
16
|
Bessemer Group
Woodbridge,
New Jersey
|
$7.72M
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$6.71M
|
+$887K
|
+21,405
|
+15%
|
|
|
18
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$6.64M
|
+$83.3K
|
+2,011
|
+1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.22M
|
-$736K
|
-17,769
|
-11%
|
|
|
20
|
Stratford Consulting
Addison,
Texas
|
$5.86M
|
-$176K
|
-4,251
|
-3%
|
|
|
21
|
White Pine Investment Company
Livonia,
Michigan
|
$5.27M
|
-$46.7K
|
-1,127
|
-0.9%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$5.18M
|
+$234K
|
+5,657
|
+5%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$5.06M
|
-$431K
|
-10,410
|
-8%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.85M
|
+$593K
|
+14,307
|
+14%
|
|
|
25
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$4.05M
|
+$199K
|
+4,806
|
+5%
|
|
