|
1
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$12.6M
|
+232,735
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.3M
|
+$3.01M
|
+55,486
|
+6%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$45.6M
|
-$3.75M
|
-69,200
|
-8%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$40.5M
|
-$630K
|
-11,630
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$38.3M
|
+$3.08M
|
+56,799
|
+9%
|
|
|
6
|
|
$34.5M
|
+$4.54M
|
+83,836
|
+15%
|
|
|
7
|
Palladium Partners
Norfolk,
Virginia
|
$32.1M
|
-$49.4K
|
-911
|
-0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$1.74M
|
+32,074
|
+12%
|
|
|
9
|
America First Investment Advisors
Omaha,
Nebraska
|
$13.4M
|
+$87.4K
|
+1,612
|
+0.7%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$13.2M
|
-$660K
|
-12,187
|
-5%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.1M
|
+$1.1M
|
+20,351
|
+9%
|
|
|
12
|
Capital Management
Glen Allen,
Virginia
|
$12.8M
|
-$134K
|
-2,470
|
-1%
|
|
|
13
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.4M
|
+$767K
|
+14,159
|
+7%
|
|
|
14
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$10.7M
|
+$210K
|
+3,883
|
+2%
|
|
|
15
|
JOYN Advisors
Atlanta,
Georgia
|
$10.6M
|
-$5.49M
|
-101,233
|
-34%
|
|
|
16
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$10.1M
|
+$1.06M
|
+19,616
|
+12%
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
$10.1M
|
+$425K
|
+7,850
|
+4%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.71M
|
+$283K
|
+5,230
|
+3%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.21M
|
-$1.01M
|
-18,610
|
-11%
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$8.01M
|
+$4.66M
|
+86,020
|
+138%
|
|
|
21
|
Epstein & White Financial
San Diego,
California
|
$8M
|
+$7.18M
|
+132,470
|
+839%
|
|
|
22
|
Stratford Consulting
Addison,
Texas
|
$7.72M
|
-$419K
|
-7,725
|
-5%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$7.71M
|
-$682K
|
-12,593
|
-8%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.15M
|
+$3.53M
|
+65,193
|
+97%
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$7.04M
|
+$33.5K
|
+619
|
+0.5%
|
|
