|
1
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
+$241M
|
+17,039,949
|
+686%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$139M
|
+$21.2M
|
+1,500,261
|
+18%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$119M
|
+$39.9M
|
+2,827,881
|
+51%
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$59.3M
|
+$1.3M
|
+92,346
|
+2%
|
|
|
5
|
Apriem Advisors
Irvine,
California
|
$31.9M
|
+$1.5M
|
+106,101
|
+5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.9M
|
+$1.76M
|
+124,419
|
+6%
|
|
|
7
|
Madison Investment Holdings
Madison,
Wisconsin
|
$27.1M
|
+$4.03M
|
+285,462
|
+17%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$26M
|
+$2.1M
|
+148,713
|
+9%
|
|
|
9
|
Opus Investment Management
Worcester,
Massachusetts
|
$23.8M
|
+$4.66M
|
+330,000
|
+24%
|
|
|
10
|
Spectrum Management Group
Indianapolis,
Indiana
|
$23.2M
|
+$155K
|
+10,950
|
+0.7%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$20.4M
|
-$53K
|
-3,756
|
-0.3%
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$18.6M
|
-$337K
|
-23,844
|
-2%
|
|
|
13
|
|
$15.1M
|
+$3.76M
|
+266,607
|
+33%
|
|
|
14
|
|
$14.3M
|
+$8.28M
|
+586,293
|
+138%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
+$1.75M
|
+124,101
|
+18%
|
|
|
16
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$11.3M
|
+$294K
|
+20,826
|
+3%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.8M
|
-$1.06M
|
-75,102
|
-9%
|
|
|
18
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.2M
|
+$4.29M
|
+303,735
|
+72%
|
|
|
19
|
Frontier Investment Management
Dallas,
Texas
|
$9.87M
|
-$9.58M
|
-678,240
|
-91%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$9.4M
|
+$1.22M
|
+86,649
|
+15%
|
|
|
21
|
Noven Financial Group
Denver,
Colorado
|
$9.22M
|
+$4.65M
|
+329,160
|
+99%
|
|
|
22
|
Gratus Capital
Atlanta,
Georgia
|
$9M
|
+$6.15M
|
+435,456
|
+215%
|
|
|
23
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$8.74M
|
-$46.3K
|
-3,282
|
-0.5%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$8.58M
|
+$541K
|
+38,289
|
+7%
|
|
|
25
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$8.26M
|
+$405K
|
+28,662
|
+5%
|
|
