|
1
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$63.6M
|
+$353K
|
+26,670
|
+6%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$17.3M
|
+$1.08M
|
+81,402
|
+6%
|
|
|
3
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8.22M
|
+$132K
|
+9,999
|
+2%
|
|
|
4
|
Aspiriant Holdings S3
Los Angeles,
California
|
$6.43M
|
+$429K
|
+32,400
|
+7%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$6.14M
|
-$45.6K
|
-3,444
|
-0.7%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$6.12M
|
+$2.42M
|
+182,616
|
+63%
|
|
|
7
|
Madden Advisory Services
Jacksonville,
Florida
|
$5.61M
|
-$486K
|
-36,684
|
-8%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.97M
|
-$92K
|
-6,945
|
-2%
|
|
|
9
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$4.74M
|
+$138K
|
+10,389
|
+3%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$4.29M
|
+$352K
|
+26,607
|
+9%
|
|
|
11
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$4.07M
|
+$196K
|
+14,766
|
+5%
|
|
|
12
|
Bouchey Financial Group
Troy,
New York
|
$4.05M
|
+$294K
|
+22,173
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.83M
|
-$65.2K
|
-4,926
|
-2%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$3.78M
|
-$147K
|
-11,127
|
-4%
|
|
|
15
|
Brouwer & Janachowski
Mill Valley,
California
|
$3.56M
|
+$532K
|
+40,206
|
+17%
|
|
|
16
|
Emery Howard Portfolio Management
Burlingame,
California
|
$3.26M
|
+$620K
|
+46,836
|
+23%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.23M
|
+$161K
|
+12,174
|
+5%
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$3.08M
|
+$181K
|
+13,656
|
+6%
|
|
|
19
|
CWH Capital Management
Spokane,
Washington
|
$3M
|
-$1.49M
|
-112,275
|
-33%
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.91M
|
+$478K
|
+36,075
|
+19%
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.79M
|
+$62.7K
|
+4,731
|
+2%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$2.73M
|
+$61.4K
|
+4,635
|
+2%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.66M
|
+$853K
|
+64,401
|
+45%
|
|
|
24
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.27M
|
+$21.5K
|
+1,623
|
+0.9%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$2.26M
|
+$2.32M
|
+175,263
|
New
|
|
