|
1
|
Bank of America
Charlotte,
North Carolina
|
$58.8M
|
+$6.76M
|
+148,623
|
+13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$42.4M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.9M
|
+$4.15M
|
+91,348
|
+12%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$30.8M
|
+$4.42M
|
+97,312
|
+17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
+$1.86M
|
+40,900
|
+8%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$26.4M
|
+$740K
|
+16,271
|
+3%
|
|
|
7
|
|
$18.7M
|
+$3.07M
|
+67,617
|
+20%
|
|
|
8
|
JOYN Advisors
Atlanta,
Georgia
|
$15.3M
|
+$60K
|
+1,319
|
+0.4%
|
|
|
9
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.3M
|
-$26.5M
|
-582,811
|
-67%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$12.5M
|
-$259K
|
-5,698
|
-2%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$11.1M
|
+$257K
|
+5,648
|
+2%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.4M
|
+$191K
|
+4,211
|
+2%
|
|
|
13
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.65M
|
-$65.5K
|
-1,441
|
-0.8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.56M
|
+$2.72M
|
+59,865
|
+47%
|
|
|
15
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$8.3M
|
+$406K
|
+8,928
|
+5%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$7.18M
|
+$1.02M
|
+22,416
|
+17%
|
|
|
17
|
Capital Management
Glen Allen,
Virginia
|
$7.13M
|
+$1.75M
|
+38,556
|
+33%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$7.13M
|
+$766K
|
+16,856
|
+12%
|
|
|
19
|
Stratford Consulting
Addison,
Texas
|
$6.85M
|
+$128K
|
+2,813
|
+2%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$6.26M
|
+$2.6M
|
+57,264
|
+72%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$5.97M
|
+$5.93M
|
+130,508
|
New
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$5.88M
|
+$41.8K
|
+919
|
+0.7%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.55M
|
-$898K
|
-19,759
|
-14%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$4.98M
|
-$16.3K
|
-358
|
-0.3%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$4.13M
|
+$4.1M
|
+90,303
|
New
|
|
