|
1
|
Homrich & Berg
Atlanta,
Georgia
|
$70.3M
|
+$963K
|
+77,106
|
+1%
|
|
|
2
|
Asset Advisors Corp
Augusta,
Georgia
|
$45.9M
|
+$56K
|
+4,485
|
+0.1%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$43.1M
|
-$6.83M
|
-546,783
|
-13%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.1M
|
+$22M
|
+1,763,337
|
New
|
|
|
5
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$18.5M
|
-$6.53M
|
-523,119
|
-25%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$17.1M
|
+$7M
|
+560,151
|
+65%
|
|
|
7
|
Summit Asset Management
Memphis,
Tennessee
|
$16.4M
|
+$10.5K
|
+837
|
+0.1%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$16.4M
|
+$1.4M
|
+112,383
|
+9%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13M
|
-$1.77M
|
-141,408
|
-12%
|
|
|
10
|
|
$12.1M
|
+$4.5M
|
+360,345
|
+55%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.02M
|
-$460K
|
-36,861
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.39M
|
-$135K
|
-10,794
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.27M
|
-$291K
|
-23,292
|
-4%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.98M
|
-$900K
|
-72,072
|
-11%
|
|
|
15
|
|
$6.51M
|
+$306K
|
+24,528
|
+5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.1M
|
-$6.36M
|
-509,382
|
-50%
|
|
|
17
|
Curian Capital
Denver,
Colorado
|
$5.51M
|
-$23.3M
|
-1,863,975
|
-80%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$5.5M
|
+$253K
|
+20,271
|
+5%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$5.04M
|
-$7.34K
|
-588
|
-0.1%
|
|
|
20
|
Keystone Financial Planning
Cleveland,
Ohio
|
$4.62M
|
+$79.7K
|
+6,378
|
+2%
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.47M
|
-$38.2K
|
-3,057
|
-0.8%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$4.41M
|
-$3.17M
|
-253,836
|
-41%
|
|
|
23
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$4.39M
|
+$4.57M
|
+366,063
|
New
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.26M
|
+$616K
|
+49,290
|
+16%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$4M
|
-$154K
|
-12,339
|
-4%
|
|
