|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.6M
|
+$11.5M
|
+237,597
|
+19%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$48.5M
|
+$6.69M
|
+138,790
|
+16%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$45.4M
|
-$33.8K
|
-700
|
-0.1%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$37.5M
|
+$4.42M
|
+91,687
|
+14%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$30.7M
|
+$2.2M
|
+45,611
|
+8%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$28.8M
|
+$456K
|
+9,464
|
+2%
|
|
|
7
|
|
$21.7M
|
+$1.62M
|
+33,656
|
+8%
|
|
|
8
|
JOYN Advisors
Atlanta,
Georgia
|
$15.8M
|
-$572K
|
-11,863
|
-4%
|
|
|
9
|
Efficient Advisors
Mason,
Ohio
|
$12.8M
|
-$513K
|
-10,648
|
-4%
|
|
|
10
|
|
$12.5M
|
+$9.26M
|
+191,964
|
+305%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$11.9M
|
+$28.9K
|
+600
|
+0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$2.63M
|
+54,452
|
+29%
|
|
|
13
|
Capital Management
Glen Allen,
Virginia
|
$11.3M
|
+$3.58M
|
+74,294
|
+48%
|
|
|
14
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$10.7M
|
-$3.55M
|
-73,686
|
-25%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.3M
|
+$250K
|
+5,178
|
+3%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$9.64M
|
+$357K
|
+7,397
|
+4%
|
|
|
17
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$9.14M
|
+$242K
|
+5,020
|
+3%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$8.11M
|
+$459K
|
+9,529
|
+6%
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$8.06M
|
+$358K
|
+7,429
|
+5%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$7.7M
|
+$3.22M
|
+66,688
|
+74%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$7.45M
|
+$735K
|
+15,245
|
+11%
|
|
|
22
|
Stratford Consulting
Addison,
Texas
|
$7.42M
|
+$71.7K
|
+1,486
|
+1%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.03M
|
+$1.06M
|
+22,017
|
+18%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$6.37M
|
+$63K
|
+1,306
|
+1%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$5.09M
|
-$250K
|
-5,179
|
-5%
|
|
