|
1
|
Bank of America
Charlotte,
North Carolina
|
$98.1M
|
-$691K
|
-14,846
|
-0.7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$69.2M
|
+$67.9M
|
+1,460,302
|
+14,912%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$40.2M
|
-$1.5M
|
-32,242
|
-4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$33.2M
|
–
|
–
|
–
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$29.6M
|
+$584K
|
+12,544
|
+2%
|
|
|
6
|
Parsec Financial Management
Asheville,
North Carolina
|
$27.8M
|
-$1.62M
|
-34,785
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$26.8M
|
+$1.32M
|
+28,377
|
+5%
|
|
|
8
|
|
$22.5M
|
+$256K
|
+5,506
|
+1%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$19.8M
|
+$19.6M
|
+420,900
|
New
|
|
|
10
|
Boston Financial Management
Boston,
Massachusetts
|
$15.1M
|
+$55.6K
|
+1,194
|
+0.4%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$14.7M
|
+$14.6M
|
+312,894
|
New
|
|
|
12
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.8M
|
+$30.1K
|
+647
|
+0.2%
|
|
|
13
|
Efficient Advisors
Mason,
Ohio
|
$12.5M
|
+$187K
|
+4,009
|
+2%
|
|
|
14
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.4M
|
+$61.4K
|
+1,319
|
+0.5%
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.2M
|
+$518K
|
+11,131
|
+5%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$9.89M
|
+$570K
|
+12,260
|
+6%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.23M
|
+$384K
|
+8,247
|
+4%
|
|
|
18
|
|
$8.19M
|
+$5.76M
|
+123,848
|
+247%
|
|
|
19
|
Neumann Capital Management
Foster City,
California
|
$7.85M
|
+$315K
|
+6,771
|
+4%
|
|
|
20
|
Stratford Consulting
Addison,
Texas
|
$7.3M
|
+$198K
|
+4,250
|
+3%
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7M
|
+$1.88M
|
+40,435
|
+37%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.93M
|
+$66K
|
+1,418
|
+1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.85M
|
+$4.86M
|
+104,404
|
+254%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$6.4M
|
+$149K
|
+3,197
|
+2%
|
|
|
25
|
Community Financial Services Group
Newport,
Vermont
|
$6.21M
|
+$87.5K
|
+1,880
|
+1%
|
|
