|
1
|
Bank of America
Charlotte,
North Carolina
|
$96.7M
|
-$1.1M
|
-21,202
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$44.4M
|
-$1.97M
|
-37,938
|
-4%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$38.8M
|
-$1.61M
|
-31,070
|
-4%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$35.3M
|
-$544K
|
-10,487
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29.5M
|
-$4.68M
|
-90,223
|
-13%
|
|
|
6
|
|
$29.1M
|
-$1.44M
|
-27,695
|
-4%
|
|
|
7
|
Palladium Partners
Norfolk,
Virginia
|
$28.6M
|
+$283K
|
+5,449
|
+0.9%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.5M
|
+$14.4M
|
+277,191
|
+4,977%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.2M
|
-$1.42M
|
-27,319
|
-9%
|
|
|
10
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.3M
|
+$498K
|
+9,608
|
+4%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$12.1M
|
+$4.72K
|
+91
|
+0.1%
|
|
|
12
|
Efficient Advisors
Mason,
Ohio
|
$11.6M
|
-$36.4K
|
-701
|
-0.3%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.3M
|
-$303K
|
-5,846
|
-2%
|
|
|
14
|
Capital Management
Glen Allen,
Virginia
|
$11.2M
|
-$157K
|
-3,031
|
-1%
|
|
|
15
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.5M
|
+$502K
|
+9,683
|
+5%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$9.5M
|
+$93.1K
|
+1,795
|
+0.9%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$9.24M
|
+$337K
|
+6,503
|
+3%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$9.13M
|
+$224K
|
+4,314
|
+2%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.1M
|
-$153K
|
-2,959
|
-2%
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$7M
|
-$75.2K
|
-1,450
|
-1%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.99M
|
-$753K
|
-14,510
|
-9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.8M
|
+$685K
|
+13,208
|
+10%
|
|
|
23
|
Stratford Consulting
Addison,
Texas
|
$6.75M
|
-$69.1K
|
-1,332
|
-0.9%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.68M
|
+$396K
|
+7,639
|
+6%
|
|
|
25
|
Cambria Investment Management
Manhattan Beach,
California
|
$6.48M
|
+$746K
|
+14,382
|
+12%
|
|
