|
1
|
Bank of America
Charlotte,
North Carolina
|
$94.7M
|
+$14.6M
|
+294,688
|
+19%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$47.7M
|
-$573K
|
-11,550
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$47.6M
|
-$3.81M
|
-76,765
|
-8%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$39.7M
|
-$144K
|
-2,896
|
-0.4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34M
|
+$1.34M
|
+27,002
|
+4%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$31.1M
|
+$388K
|
+7,807
|
+1%
|
|
|
7
|
|
$28.9M
|
+$5.59M
|
+112,567
|
+25%
|
|
|
8
|
JOYN Advisors
Atlanta,
Georgia
|
$15.5M
|
-$1.25M
|
-25,173
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$1.48M
|
+29,913
|
+12%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$13.4M
|
-$247K
|
-4,985
|
-2%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.8M
|
+$137K
|
+2,759
|
+1%
|
|
|
12
|
Capital Management
Glen Allen,
Virginia
|
$12.5M
|
+$491K
|
+9,891
|
+4%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.6M
|
+$555K
|
+11,171
|
+5%
|
|
|
14
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.3M
|
+$506K
|
+10,195
|
+5%
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$10.1M
|
-$149K
|
-3,004
|
-2%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$9.36M
|
+$747K
|
+15,052
|
+9%
|
|
|
17
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.89M
|
-$2.32M
|
-46,790
|
-22%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$8.74M
|
+$109K
|
+2,187
|
+1%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.13M
|
+$627K
|
+12,637
|
+9%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$8.1M
|
+$153K
|
+3,087
|
+2%
|
|
|
21
|
Stratford Consulting
Addison,
Texas
|
$7.86M
|
-$30.9K
|
-623
|
-0.4%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$6.76M
|
-$13.4K
|
-270
|
-0.2%
|
|
|
23
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.42M
|
+$488K
|
+9,840
|
+10%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$5.35M
|
-$59.2K
|
-1,193
|
-1%
|
|
|
25
|
Neumann Capital Management
Foster City,
California
|
$4.88M
|
+$331K
|
+6,674
|
+8%
|
|
