|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$19.5M
|
+$1.25M
|
+95,097
|
+7%
|
|
|
2
|
Leavell Investment Management
Mobile,
Alabama
|
$11.3M
|
+$4.7M
|
+356,796
|
+75%
|
|
|
3
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8.66M
|
+$14.8K
|
+1,122
|
+0.2%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$8.23M
|
+$4.85M
|
+368,424
|
+154%
|
|
|
5
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$7.16M
|
+$6.95M
|
+527,826
|
New
|
|
|
6
|
Ironwood Financial
Tucson,
Arizona
|
$7.1M
|
+$6.9M
|
+523,695
|
New
|
|
|
7
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$6.88M
|
+$188K
|
+14,256
|
+3%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$6.27M
|
-$185K
|
-14,079
|
-3%
|
|
|
9
|
Aspiriant Holdings S3
Los Angeles,
California
|
$6.05M
|
-$692K
|
-52,500
|
-11%
|
|
|
10
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$5.77M
|
+$5.21M
|
+395,589
|
+1,325%
|
|
|
11
|
Financial Consulate
Hunt Valley,
Maryland
|
$5.51M
|
+$5.35M
|
+406,500
|
New
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.5M
|
+$260K
|
+19,710
|
+5%
|
|
|
13
|
Leisure Capital Management
Costa Mesa,
California
|
$5.29M
|
+$5.14M
|
+390,147
|
New
|
|
|
14
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$5.28M
|
+$289K
|
+21,939
|
+6%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$5.13M
|
+$1.66M
|
+125,997
|
+50%
|
|
|
16
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.84M
|
-$1.03M
|
-78,078
|
-18%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$4.77M
|
+$253K
|
+19,197
|
+6%
|
|
|
18
|
Bouchey Financial Group
Troy,
New York
|
$4.76M
|
+$484K
|
+36,753
|
+12%
|
|
|
19
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.48M
|
+$717K
|
+54,417
|
+20%
|
|
|
20
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$4.4M
|
+$119K
|
+9,027
|
+3%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$3.74M
|
-$227K
|
-17,202
|
-6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
-$289K
|
-21,909
|
-7%
|
|
|
23
|
|
$3.63M
|
+$2.16M
|
+164,007
|
+158%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.6M
|
+$199K
|
+15,078
|
+6%
|
|
|
25
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.09M
|
+$32K
|
+2,430
|
+1%
|
|
