|
1
|
Homrich & Berg
Atlanta,
Georgia
|
$61.6M
|
+$4.89M
|
+380,805
|
+8%
|
|
|
2
|
Asset Advisors Corp
Augusta,
Georgia
|
$47.2M
|
+$251K
|
+19,530
|
+0.5%
|
|
|
3
|
Curian Capital
Denver,
Colorado
|
$28.9M
|
+$8.37M
|
+651,051
|
+41%
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
$25.1M
|
+$11.2M
|
+872,559
|
+81%
|
|
|
5
|
Summit Asset Management
Memphis,
Tennessee
|
$22.7M
|
+$110K
|
+8,556
|
+0.5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$277K
|
+21,558
|
+2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$14.3M
|
+$4.58M
|
+356,478
|
+47%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.2M
|
+$1.22M
|
+94,974
|
+12%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$9.66M
|
-$425K
|
-33,099
|
-4%
|
|
|
10
|
Frontier Investment Management
Dallas,
Texas
|
$8.97M
|
+$536K
|
+41,685
|
+6%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$7.27M
|
+$963K
|
+74,967
|
+15%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$7.25M
|
-$271K
|
-21,102
|
-4%
|
|
|
13
|
Wealthfront
Palo Alto,
California
|
$7.12M
|
+$7.12M
|
+553,965
|
New
|
|
|
14
|
Evermay Wealth Management
Arlington,
Virginia
|
$4.77M
|
+$55.7K
|
+4,335
|
+1%
|
|
|
15
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.71M
|
-$506K
|
-39,357
|
-10%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4.63M
|
+$7.25K
|
+564
|
+0.2%
|
|
|
17
|
Keystone Financial Planning
Cleveland,
Ohio
|
$4.62M
|
+$134K
|
+10,407
|
+3%
|
|
|
18
|
Strategic Advisors
New York
|
$4.58M
|
-$108K
|
-8,388
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.47M
|
+$213K
|
+16,596
|
+5%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.38M
|
-$69.5K
|
-5,412
|
-2%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$4.14M
|
+$1.05M
|
+81,546
|
+34%
|
|
|
22
|
|
$4.14M
|
+$3.78M
|
+294,216
|
+1,069%
|
|
|
23
|
KMS Financial Services
Seattle,
Washington
|
$3.75M
|
+$350K
|
+27,216
|
+10%
|
|
|
24
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.6M
|
+$256K
|
+19,899
|
+8%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$3.51M
|
+$276K
|
+21,513
|
+9%
|
|
