|
1
|
Bank of America
Charlotte,
North Carolina
|
$68.5M
|
-$9.96M
|
-234,474
|
-13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.7M
|
-$3.3M
|
-77,703
|
-9%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$29.5M
|
-$816K
|
-19,220
|
-3%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$27M
|
-$3.5M
|
-82,479
|
-11%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$25.2M
|
-$519K
|
-12,223
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$2.8M
|
-66,034
|
-11%
|
|
|
7
|
|
$15.3M
|
-$5.85M
|
-137,774
|
-27%
|
|
|
8
|
Boston Financial Management
Boston,
Massachusetts
|
$12.9M
|
+$13.1M
|
+307,476
|
New
|
|
|
9
|
America First Investment Advisors
Omaha,
Nebraska
|
$11.4M
|
+$596K
|
+14,038
|
+5%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$10.9M
|
+$550K
|
+12,946
|
+5%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$9.87M
|
+$303K
|
+7,142
|
+3%
|
|
|
12
|
|
$9.06M
|
+$7.04M
|
+165,703
|
+328%
|
|
|
13
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.86M
|
+$125K
|
+2,955
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.73M
|
-$2.55M
|
-60,011
|
-22%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.57M
|
+$6.15M
|
+144,879
|
+242%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.66M
|
+$2.55M
|
+60,168
|
+49%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.33M
|
+$7.43M
|
+175,069
|
New
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$6.34M
|
-$221K
|
-5,201
|
-3%
|
|
|
19
|
Stratford Consulting
Addison,
Texas
|
$6.29M
|
+$48.1K
|
+1,132
|
+0.8%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$5.46M
|
-$16.1K
|
-380
|
-0.3%
|
|
|
21
|
Community Financial Services Group
Newport,
Vermont
|
$5.33M
|
-$10.8K
|
-254
|
-0.2%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$5.2M
|
-$800K
|
-18,844
|
-13%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.2M
|
-$2.55M
|
-60,084
|
-33%
|
|
|
24
|
Neumann Capital Management
Foster City,
California
|
$5.04M
|
-$165K
|
-3,876
|
-3%
|
|
|
25
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.73M
|
+$761K
|
+17,934
|
+19%
|
|
