|
1
|
Bank of America
Charlotte,
North Carolina
|
$99M
|
+$21.3M
|
+465,124
|
+28%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$41.8M
|
+$2.61M
|
+57,149
|
+7%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$33.2M
|
–
|
–
|
–
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$29.5M
|
-$861K
|
-18,820
|
-3%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$29M
|
+$658K
|
+14,378
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
+$913K
|
+19,960
|
+4%
|
|
|
7
|
|
$22.3M
|
+$4.9M
|
+107,068
|
+29%
|
|
|
8
|
Boston Financial Management
Boston,
Massachusetts
|
$15M
|
+$543K
|
+11,876
|
+4%
|
|
|
9
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.8M
|
-$21.9K
|
-479
|
-0.2%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$12.3M
|
+$55.5K
|
+1,213
|
+0.5%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.3M
|
+$231K
|
+5,040
|
+2%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$10.7M
|
+$705K
|
+15,400
|
+7%
|
|
|
13
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$9.32M
|
+$685K
|
+14,968
|
+8%
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$8.85M
|
+$585K
|
+12,783
|
+7%
|
|
|
15
|
Neumann Capital Management
Foster City,
California
|
$7.54M
|
+$1.82M
|
+39,765
|
+33%
|
|
|
16
|
Stratford Consulting
Addison,
Texas
|
$7.11M
|
+$32.7K
|
+715
|
+0.5%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.87M
|
+$1.5M
|
+32,860
|
+29%
|
|
|
18
|
White Pine Investment Company
Livonia,
Michigan
|
$6.25M
|
+$111K
|
+2,420
|
+2%
|
|
|
19
|
Community Financial Services Group
Newport,
Vermont
|
$6.13M
|
+$129K
|
+2,815
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.72M
|
+$557K
|
+12,183
|
+11%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.3M
|
-$529K
|
-11,561
|
-9%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.22M
|
+$1.5M
|
+32,868
|
+42%
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$5.21M
|
+$2.11M
|
+46,095
|
+71%
|
|
|
24
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.11M
|
+$98.8K
|
+2,160
|
+2%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$5.04M
|
+$4M
|
+87,508
|
+447%
|
|
