|
1
|
Wealthfront
Palo Alto,
California
|
$91.4M
|
-$16.4M
|
-1,996,032
|
-14%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$65.2M
|
-$10.8M
|
-1,309,050
|
-13%
|
|
|
3
|
|
$49.2M
|
+$25.4M
|
+3,096,402
|
+95%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$44M
|
+$923K
|
+112,386
|
+2%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$41.9M
|
-$8.94M
|
-1,088,424
|
-17%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$41.9M
|
-$6.88M
|
-837,858
|
-13%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$39.4M
|
+$9.43M
|
+1,147,890
|
+29%
|
|
|
8
|
Agilis Partners
Waltham,
Massachusetts
|
$36.5M
|
-$694K
|
-84,456
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$32.9M
|
+$3.67M
|
+446,166
|
+12%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$30M
|
+$510K
|
+62,088
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
-$3.88M
|
-471,816
|
-12%
|
|
|
12
|
HT Partners
Centerbrook,
Connecticut
|
$25.2M
|
-$3.2M
|
-389,214
|
-11%
|
|
|
13
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$24.8M
|
-$289K
|
-35,148
|
-1%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$22.8M
|
+$13.9M
|
+1,692,960
|
+135%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$19.8M
|
+$12.9M
|
+1,566,624
|
+157%
|
|
|
16
|
Gateway Advisory
Westfield,
New Jersey
|
$16.2M
|
+$2.01M
|
+244,368
|
+13%
|
|
|
17
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$16M
|
+$481K
|
+58,578
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$331K
|
+40,236
|
+2%
|
|
|
19
|
Homrich & Berg
Atlanta,
Georgia
|
$15.2M
|
+$3.98M
|
+484,002
|
+33%
|
|
|
20
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$14.6M
|
+$469K
|
+57,036
|
+3%
|
|
|
21
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.9M
|
+$482K
|
+58,710
|
+3%
|
|
|
22
|
North Star Asset Management
Neenah,
Wisconsin
|
$12.2M
|
+$487K
|
+59,244
|
+4%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12M
|
+$1.76M
|
+214,020
|
+16%
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$11.2M
|
+$6.23M
|
+758,070
|
+110%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.64M
|
+$10.2M
|
+1,246,776
|
New
|
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