|
1
|
Bank of America
Charlotte,
North Carolina
|
$51M
|
+$4.98M
|
+116,307
|
+11%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$41.6M
|
–
|
–
|
–
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$39.2M
|
-$639K
|
-14,924
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$34.1M
|
+$4.66M
|
+108,719
|
+17%
|
|
|
5
|
Parsec Financial Management
Asheville,
North Carolina
|
$25.8M
|
+$4.67M
|
+109,098
|
+23%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$25.2M
|
+$385K
|
+8,991
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$955K
|
+22,294
|
+4%
|
|
|
8
|
|
$15.3M
|
+$2.77M
|
+64,669
|
+23%
|
|
|
9
|
JOYN Advisors
Atlanta,
Georgia
|
$15M
|
+$274K
|
+6,400
|
+2%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$12.5M
|
-$609K
|
-14,214
|
-5%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$10.7M
|
+$291K
|
+6,795
|
+3%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.03M
|
+$1.22M
|
+28,435
|
+16%
|
|
|
13
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.55M
|
+$8.17M
|
+190,620
|
New
|
|
|
14
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$7.74M
|
+$271K
|
+6,321
|
+4%
|
|
|
15
|
Stratford Consulting
Addison,
Texas
|
$6.6M
|
+$259K
|
+6,035
|
+4%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.33M
|
+$859K
|
+20,048
|
+17%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$6.24M
|
+$715K
|
+16,699
|
+14%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$6.04M
|
+$442K
|
+10,316
|
+8%
|
|
|
19
|
White Pine Investment Company
Livonia,
Michigan
|
$5.73M
|
+$55.5K
|
+1,295
|
+1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.73M
|
+$1.68M
|
+39,291
|
+45%
|
|
|
21
|
Capital Management
Glen Allen,
Virginia
|
$5.27M
|
+$5.03M
|
+117,410
|
New
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$4.91M
|
-$795K
|
-18,553
|
-15%
|
|
|
23
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$3.78M
|
-$98.2K
|
-2,291
|
-3%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$3.58M
|
+$1.17M
|
+27,282
|
+52%
|
|
|
25
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.4M
|
-$25.6K
|
-597
|
-0.8%
|
|
