|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.4M
|
-$7.42M
|
-157,863
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$41.4M
|
-$1.11M
|
-23,623
|
-3%
|
|
|
3
|
Parsec Financial Management
Asheville,
North Carolina
|
$33.2M
|
-$593K
|
-12,626
|
-2%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$33.1M
|
-$4.19M
|
-89,210
|
-11%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$28M
|
+$681K
|
+14,490
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$26.8M
|
-$1.53M
|
-32,561
|
-5%
|
|
|
7
|
|
$23M
|
-$5.03M
|
-107,057
|
-18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.3M
|
-$367K
|
-7,805
|
-3%
|
|
|
9
|
America First Investment Advisors
Omaha,
Nebraska
|
$11.8M
|
+$12K
|
+256
|
+0.1%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$11.3M
|
+$135K
|
+2,865
|
+1%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.4M
|
+$373K
|
+7,928
|
+4%
|
|
|
12
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$9.54M
|
+$716K
|
+15,224
|
+8%
|
|
|
13
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$9.53M
|
+$442K
|
+9,394
|
+5%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.41M
|
-$2.45M
|
-52,111
|
-22%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$7.14M
|
+$7.35M
|
+156,346
|
New
|
|
|
16
|
Stratford Consulting
Addison,
Texas
|
$6.8M
|
+$348K
|
+7,413
|
+5%
|
|
|
17
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$6.53M
|
-$275K
|
-5,853
|
-4%
|
|
|
18
|
Brown Advisory
Baltimore,
Maryland
|
$6.44M
|
-$271K
|
-5,756
|
-4%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.03M
|
-$682K
|
-14,516
|
-10%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$5.97M
|
+$37.8K
|
+805
|
+0.6%
|
|
|
21
|
Community Financial Services Group
Newport,
Vermont
|
$5.82M
|
-$75.7K
|
-1,610
|
-1%
|
|
|
22
|
Neumann Capital Management
Foster City,
California
|
$5.67M
|
-$38.9K
|
-828
|
-0.7%
|
|
|
23
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.6M
|
+$3.54M
|
+75,379
|
+159%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.04M
|
-$1.52M
|
-32,281
|
-23%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$4.98M
|
+$371K
|
+7,893
|
+8%
|
|
