|
1
|
Financial Management Professionals
Austin,
Texas
|
$25M
|
+$158K
|
+12,285
|
+0.7%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$16.9M
|
-$6.25M
|
-484,728
|
-28%
|
|
|
3
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8.41M
|
-$111K
|
-8,619
|
-1%
|
|
|
4
|
Piershale Financial Group
Barrington,
Illinois
|
$6.49M
|
-$50K
|
-3,876
|
-0.8%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$6.44M
|
+$649K
|
+50,358
|
+12%
|
|
|
6
|
Madden Advisory Services
Jacksonville,
Florida
|
$6.32M
|
-$1.39K
|
-108
|
-0%
|
|
|
7
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$6.26M
|
+$141K
|
+10,932
|
+2%
|
|
|
8
|
Aspiriant Holdings S3
Los Angeles,
California
|
$6.25M
|
+$1.03M
|
+79,785
|
+21%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.26M
|
-$359K
|
-27,819
|
-7%
|
|
|
10
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$4.79M
|
+$176K
|
+13,623
|
+4%
|
|
|
11
|
CWH Capital Management
Spokane,
Washington
|
$4.62M
|
-$2.51M
|
-194,790
|
-36%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$4.11M
|
-$801K
|
-62,136
|
-17%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$4.08M
|
-$292K
|
-22,668
|
-7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.05M
|
-$211K
|
-16,380
|
-5%
|
|
|
15
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$4.04M
|
+$58.4K
|
+4,530
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.02M
|
+$3.43M
|
+266,043
|
+792%
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$3.92M
|
+$265K
|
+20,589
|
+8%
|
|
|
18
|
Bouchey Financial Group
Troy,
New York
|
$3.91M
|
+$1.76M
|
+136,476
|
+88%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.2M
|
+$105K
|
+8,175
|
+4%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$3.17M
|
+$722K
|
+56,022
|
+31%
|
|
|
21
|
SVA Wealth Management
Madison,
Wisconsin
|
$3.02M
|
+$634K
|
+49,170
|
+28%
|
|
|
22
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.83M
|
+$160K
|
+12,441
|
+6%
|
|
|
23
|
Gateway Advisory
Westfield,
New Jersey
|
$2.78M
|
+$96.4K
|
+7,479
|
+4%
|
|
|
24
|
Emery Howard Portfolio Management
Burlingame,
California
|
$2.76M
|
+$909K
|
+70,557
|
+52%
|
|
|
25
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.54M
|
+$528K
|
+40,950
|
+28%
|
|
