|
1
|
Bank of America
Charlotte,
North Carolina
|
$301M
|
+$297M
|
+23,068,725
|
+6,270%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$61.5M
|
+$15.3M
|
+1,183,641
|
+33%
|
|
|
3
|
Asset Advisors Corp
Augusta,
Georgia
|
$50.5M
|
+$1.28M
|
+99,375
|
+3%
|
|
|
4
|
Homrich & Berg
Atlanta,
Georgia
|
$47.6M
|
-$27.9M
|
-2,163,681
|
-37%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$27.4M
|
+$9.03M
|
+701,196
|
+49%
|
|
|
6
|
|
$23.9M
|
+$24M
|
+1,862,025
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.3M
|
+$610K
|
+47,373
|
+3%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$18.5M
|
+$892K
|
+69,240
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$15.5M
|
+1,203,669
|
+548%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$17M
|
+$7.38M
|
+572,742
|
+76%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$17M
|
-$630K
|
-48,906
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$7.87M
|
+610,926
|
+104%
|
|
|
13
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$13.6M
|
-$6.08M
|
-472,218
|
-31%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$11.4M
|
+$5.47M
|
+424,386
|
+92%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.3M
|
-$2.73M
|
-211,938
|
-19%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$9.04M
|
+$8.91M
|
+691,482
|
+5,835%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.88M
|
-$122K
|
-9,462
|
-1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.88M
|
+$1.34M
|
+103,830
|
+20%
|
|
|
19
|
|
$6.65M
|
-$327K
|
-25,350
|
-5%
|
|
|
20
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$6.1M
|
+$6.12M
|
+474,966
|
New
|
|
|
21
|
Brouwer & Janachowski
Mill Valley,
California
|
$5.82M
|
-$1.68M
|
-130,053
|
-22%
|
|
|
22
|
Keystone Financial Planning
Cleveland,
Ohio
|
$4.95M
|
-$5.45K
|
-423
|
-0.1%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.75M
|
+$187K
|
+14,475
|
+4%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$4.74M
|
+$3.75M
|
+291,279
|
+375%
|
|
|
25
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$4.47M
|
-$233K
|
-18,048
|
-5%
|
|
