|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$154M
|
+$31.3M
|
+2,201,304
|
+26%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$135M
|
-$7.58M
|
-534,084
|
-5%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$122M
|
+$120M
|
+8,430,192
|
New
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$61.4M
|
+$393K
|
+27,675
|
+0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
-$240M
|
-16,914,675
|
-87%
|
|
|
6
|
|
$36.6M
|
+$35.8M
|
+2,519,184
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.4M
|
+$1.59M
|
+111,972
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
+$4.81M
|
+338,667
|
+18%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$29.1M
|
+$1.09M
|
+76,542
|
+4%
|
|
|
10
|
Spectrum Management Group
Indianapolis,
Indiana
|
$25.1M
|
+$1.23M
|
+86,310
|
+5%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$23M
|
-$9.7M
|
-682,986
|
-30%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$20.6M
|
-$460K
|
-32,412
|
-2%
|
|
|
13
|
Summit Asset Management
Memphis,
Tennessee
|
$19.2M
|
+$49.3K
|
+3,471
|
+0.3%
|
|
|
14
|
Opus Investment Management
Worcester,
Massachusetts
|
$17.1M
|
-$7.25M
|
-510,900
|
-30%
|
|
|
15
|
|
$17M
|
+$1.46M
|
+102,975
|
+10%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$3.24M
|
+227,979
|
+28%
|
|
|
17
|
|
$15M
|
+$272K
|
+19,188
|
+2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.5M
|
+$2.32M
|
+163,062
|
+21%
|
|
|
19
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$12M
|
+$390K
|
+27,456
|
+3%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.3M
|
+$748K
|
+52,719
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$1.74M
|
+122,685
|
+21%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$393K
|
+27,651
|
+4%
|
|
|
23
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$9.41M
|
+$397K
|
+27,996
|
+5%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$9.3M
|
+$474K
|
+33,372
|
+5%
|
|
|
25
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$8.79M
|
+$281K
|
+19,761
|
+3%
|
|
