|
1
|
Wealthfront
Palo Alto,
California
|
$115M
|
+$20M
|
+1,480,992
|
+22%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$77.2M
|
+$29M
|
+2,152,977
|
+63%
|
|
|
3
|
Asset Advisors Corp
Augusta,
Georgia
|
$56.8M
|
+$779K
|
+57,810
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$13.4M
|
+997,440
|
+67%
|
|
|
5
|
Apriem Advisors
Irvine,
California
|
$29.8M
|
+$29.1M
|
+2,158,710
|
New
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.6M
|
+$2.56M
|
+190,167
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
+$1.98M
|
+147,102
|
+9%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$22.7M
|
-$1.52M
|
-112,761
|
-6%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$22.6M
|
+$282K
|
+20,892
|
+1%
|
|
|
10
|
Spectrum Management Group
Indianapolis,
Indiana
|
$22.6M
|
+$479K
|
+35,550
|
+2%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$20.1M
|
-$1.47M
|
-109,335
|
-7%
|
|
|
12
|
Opus Investment Management
Worcester,
Massachusetts
|
$18.8M
|
+$18.3M
|
+1,358,400
|
New
|
|
|
13
|
Summit Asset Management
Memphis,
Tennessee
|
$18.6M
|
-$79.4K
|
-5,892
|
-0.4%
|
|
|
14
|
|
$12.8M
|
+$11.7M
|
+867,618
|
+1,469%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.7M
|
-$220K
|
-16,323
|
-2%
|
|
|
16
|
|
$11.1M
|
+$2.75M
|
+204,309
|
+34%
|
|
|
17
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$10.8M
|
+$4.3M
|
+318,669
|
+69%
|
|
|
18
|
Frontier Investment Management
Dallas,
Texas
|
$10.3M
|
+$1.21M
|
+89,808
|
+14%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$9.79M
|
+$5.37M
|
+398,511
|
+131%
|
|
|
20
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$8.61M
|
+$992K
|
+73,605
|
+13%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.47M
|
-$364K
|
-27,015
|
-4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$8.13M
|
-$5.81M
|
-430,836
|
-42%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$7.87M
|
-$7.8M
|
-578,406
|
-50%
|
|
|
24
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$7.7M
|
+$7.51M
|
+557,070
|
New
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.55M
|
+$149K
|
+11,067
|
+2%
|
|
