|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$130M
|
+$128M
|
+9,780,387
|
New
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
$67.3M
|
+$1.34M
|
+102,537
|
+2%
|
|
|
3
|
Asset Advisors Corp
Augusta,
Georgia
|
$48.7M
|
-$17.3K
|
-1,320
|
-0%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$38.8M
|
+$31M
|
+2,367,336
|
+427%
|
|
|
5
|
Madison Investment Holdings
Madison,
Wisconsin
|
$36.1M
|
+$9.97M
|
+761,688
|
+39%
|
|
|
6
|
Curian Capital
Denver,
Colorado
|
$34.8M
|
+$4.84M
|
+370,116
|
+16%
|
|
|
7
|
Summit Asset Management
Memphis,
Tennessee
|
$23.4M
|
-$6.04K
|
-462
|
-0%
|
|
|
8
|
Bank of New York Mellon
New York
|
$18.3M
|
+$3.54M
|
+270,765
|
+24%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$2.65M
|
+202,389
|
+18%
|
|
|
10
|
Gratus Capital
Atlanta,
Georgia
|
$14.4M
|
+$14.2M
|
+1,084,830
|
New
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.2M
|
-$274K
|
-20,976
|
-2%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.2M
|
+$8.89M
|
+679,497
|
+417%
|
|
|
13
|
Brouwer & Janachowski
Mill Valley,
California
|
$10M
|
+$11.6K
|
+885
|
+0.1%
|
|
|
14
|
Apriem Advisors
Irvine,
California
|
$9.5M
|
+$1.96M
|
+149,610
|
+26%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.35M
|
+$4.5M
|
+343,692
|
+95%
|
|
|
16
|
Frontier Investment Management
Dallas,
Texas
|
$9.15M
|
+$179K
|
+13,713
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$7.85M
|
+$6.58M
|
+503,172
|
+575%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$7.08M
|
-$410K
|
-31,317
|
-6%
|
|
|
19
|
Strategic Advisors
New York
|
$5.9M
|
+$1.15M
|
+87,792
|
+25%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.62M
|
+$927K
|
+70,872
|
+20%
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5.46M
|
+$5.84M
|
+446,430
|
New
|
|
|
22
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.33M
|
+$643K
|
+49,161
|
+14%
|
|
|
23
|
Evermay Wealth Management
Arlington,
Virginia
|
$5.24M
|
+$308K
|
+23,565
|
+6%
|
|
|
24
|
Keystone Financial Planning
Cleveland,
Ohio
|
$4.77M
|
-$1.69K
|
-129
|
-0%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$4.7M
|
+$418K
|
+31,908
|
+10%
|
|
