|
1
|
Homrich & Berg
Atlanta,
Georgia
|
$73.9M
|
+$3.81M
|
+288,189
|
+5%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$52.9M
|
+$11.5M
|
+872,430
|
+27%
|
|
|
3
|
Asset Advisors Corp
Augusta,
Georgia
|
$48.8M
|
+$1.21M
|
+91,275
|
+2%
|
|
|
4
|
Curian Capital
Denver,
Colorado
|
$29.7M
|
+$4.35M
|
+328,455
|
+16%
|
|
|
5
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$26.2M
|
-$97.8K
|
-7,386
|
-0.4%
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$17.4M
|
-$3.89M
|
-294,183
|
-18%
|
|
|
7
|
Madison Investment Holdings
Madison,
Wisconsin
|
$16M
|
-$11.4K
|
-861
|
-0.1%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.7M
|
+$2.52M
|
+190,491
|
+18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$335K
|
+25,317
|
+3%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.1M
|
+$8.47M
|
+639,507
|
+280%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.1M
|
-$972K
|
-73,431
|
-9%
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$9.88M
|
-$20.6K
|
-1,557
|
-0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.07M
|
-$357
|
-27
|
-0%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$8.36M
|
-$421K
|
-31,794
|
-5%
|
|
|
15
|
|
$8.3M
|
+$8.61M
|
+650,064
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.94M
|
-$2.64M
|
-199,479
|
-24%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7.8M
|
+$845K
|
+63,807
|
+12%
|
|
|
18
|
|
$6.62M
|
+$681K
|
+51,429
|
+11%
|
|
|
19
|
Strategic Advisors
New York
|
$6.05M
|
+$1.45M
|
+109,308
|
+30%
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$5.6M
|
+$796K
|
+60,168
|
+16%
|
|
|
21
|
|
$5.51M
|
+$5.49M
|
+414,795
|
+2,445%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$5.37M
|
-$1.53M
|
-115,269
|
-22%
|
|
|
23
|
Keystone Financial Planning
Cleveland,
Ohio
|
$4.84M
|
+$266K
|
+20,100
|
+6%
|
|
|
24
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.83M
|
-$664K
|
-50,166
|
-12%
|
|
|
25
|
Evermay Wealth Management
Arlington,
Virginia
|
$4.55M
|
-$406K
|
-30,660
|
-8%
|
|
