|
1
|
Wealthfront
Palo Alto,
California
|
$116M
|
+$13.9M
|
+1,628,202
|
+13%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$81.6M
|
-$3.37M
|
-394,788
|
-4%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$54.5M
|
-$9.91M
|
-1,159,740
|
-15%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$52.4M
|
-$489K
|
-57,222
|
-0.9%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$46.7M
|
-$454K
|
-53,160
|
-0.9%
|
|
|
6
|
Agilis Partners
Waltham,
Massachusetts
|
$40.2M
|
+$3.15M
|
+369,000
|
+8%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$39.1M
|
-$361K
|
-42,240
|
-0.9%
|
|
|
8
|
Evensky & Katz
Coral Gables,
Florida
|
$33M
|
+$9.2M
|
+1,076,472
|
+38%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
-$3.82M
|
-446,730
|
-10%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$32M
|
-$167K
|
-19,494
|
-0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$31.9M
|
+$2.57M
|
+300,474
|
+9%
|
|
|
12
|
HT Partners
Centerbrook,
Connecticut
|
$30.7M
|
-$2.7M
|
-315,960
|
-8%
|
|
|
13
|
|
$27.3M
|
+$9.88M
|
+1,155,912
|
+55%
|
|
|
14
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$27.1M
|
-$4.49M
|
-525,168
|
-14%
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$27.1M
|
+$1.05M
|
+122,526
|
+4%
|
|
|
16
|
FAS Wealth Partners
Leawood,
Kansas
|
$25.1M
|
-$1.84M
|
-215,250
|
-7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.9M
|
+$8.51M
|
+996,564
|
+97%
|
|
|
18
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$16.8M
|
+$758K
|
+88,770
|
+5%
|
|
|
19
|
Gateway Advisory
Westfield,
New Jersey
|
$15.5M
|
+$815K
|
+95,394
|
+5%
|
|
|
20
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$15.3M
|
+$797K
|
+93,300
|
+5%
|
|
|
21
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.6M
|
+$364K
|
+42,630
|
+3%
|
|
|
22
|
North Star Asset Management
Neenah,
Wisconsin
|
$12.7M
|
+$1.05M
|
+123,432
|
+9%
|
|
|
23
|
Homrich & Berg
Atlanta,
Georgia
|
$12.4M
|
+$5.33M
|
+623,934
|
+73%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.2M
|
+$3.93M
|
+459,924
|
+52%
|
|
|
25
|
Brouwer & Janachowski
Mill Valley,
California
|
$10.5M
|
+$2.87M
|
+335,322
|
+37%
|
|
