|
1
|
Wealthfront
Palo Alto,
California
|
$91.5M
|
+$26.1M
|
+2,062,062
|
+43%
|
|
|
2
|
Asset Advisors Corp
Augusta,
Georgia
|
$54.2M
|
+$1.6M
|
+126,015
|
+3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$45.9M
|
+$16.5M
|
+1,304,289
|
+61%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.1M
|
-$76.2K
|
-6,009
|
-0.3%
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$23.5M
|
+$5.49M
|
+433,104
|
+33%
|
|
|
6
|
Madison Investment Holdings
Madison,
Wisconsin
|
$21.6M
|
+$2.31M
|
+182,343
|
+13%
|
|
|
7
|
Spectrum Management Group
Indianapolis,
Indiana
|
$21.4M
|
+$20.3M
|
+1,597,935
|
New
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$20.9M
|
-$27.1M
|
-2,138,484
|
-58%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
+$1.59M
|
+125,331
|
+9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
-$278M
|
-21,950,967
|
-94%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$18M
|
+$392K
|
+30,912
|
+2%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$15.3M
|
+$3.36M
|
+265,104
|
+30%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$2.26M
|
-178,482
|
-15%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.5M
|
-$190K
|
-14,988
|
-2%
|
|
|
15
|
Frontier Investment Management
Dallas,
Texas
|
$8.78M
|
+$6.27M
|
+494,943
|
+303%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.55M
|
-$644K
|
-50,775
|
-7%
|
|
|
17
|
|
$7.98M
|
+$1.01M
|
+79,428
|
+15%
|
|
|
18
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$7.34M
|
+$943K
|
+74,418
|
+16%
|
|
|
19
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.19M
|
+$2.02M
|
+159,414
|
+52%
|
|
|
20
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.17M
|
-$7.56M
|
-596,109
|
-56%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$5.51M
|
+$5.23M
|
+412,716
|
New
|
|
|
22
|
Brouwer & Janachowski
Mill Valley,
California
|
$5.36M
|
-$656K
|
-51,741
|
-11%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$5.35M
|
-$2.69M
|
-212,085
|
-35%
|
|
|
24
|
Planning Alternatives
Birmingham,
Michigan
|
$5.22M
|
+$1.98M
|
+156,336
|
+67%
|
|
|
25
|
Keystone Financial Planning
Cleveland,
Ohio
|
$5.21M
|
+$60.4K
|
+4,767
|
+1%
|
|
