|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$266M
|
+$53M
|
+3,529,728
|
+25%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$173M
|
+$19.9M
|
+1,323,867
|
+13%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$99.5M
|
-$4.21M
|
-280,611
|
-4%
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$64.6M
|
-$106K
|
-7,065
|
-0.2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
+$2.5M
|
+166,854
|
+7%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.2M
|
+$1.8M
|
+120,054
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
-$2.67M
|
-178,008
|
-9%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$26.5M
|
-$4.37M
|
-291,078
|
-14%
|
|
|
9
|
Opus Investment Management
Worcester,
Massachusetts
|
$26.1M
|
+$8.42M
|
+561,000
|
+48%
|
|
|
10
|
Spectrum Management Group
Indianapolis,
Indiana
|
$24.4M
|
-$1.67M
|
-111,540
|
-6%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$19.7M
|
-$161K
|
-10,749
|
-0.8%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$19.2M
|
-$1.13M
|
-75,078
|
-6%
|
|
|
13
|
|
$16.6M
|
-$262K
|
-17,466
|
-2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
-$1.33M
|
-88,404
|
-8%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.3M
|
-$3.61M
|
-240,858
|
-21%
|
|
|
16
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$13.2M
|
-$2.11M
|
-140,619
|
-14%
|
|
|
17
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$12.4M
|
+$1.99M
|
+132,678
|
+19%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$726K
|
+48,420
|
+7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$3.57M
|
+237,702
|
+43%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
+$1.71M
|
+113,961
|
+17%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$11.5M
|
+$1.14M
|
+76,155
|
+11%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.3M
|
+$1.95M
|
+129,672
|
+23%
|
|
|
23
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$10.3M
|
+$435K
|
+28,986
|
+4%
|
|
|
24
|
|
$10.2M
|
-$4.15M
|
-276,600
|
-29%
|
|
|
25
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$10M
|
+$82.2K
|
+5,481
|
+0.8%
|
|
