|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$42.9M
|
+$2.74M
|
+189,009
|
+7%
|
|
|
2
|
HT Partners
Centerbrook,
Connecticut
|
$23.6M
|
+$300K
|
+20,751
|
+1%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$20M
|
-$941K
|
-65,061
|
-4%
|
|
|
4
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16.3M
|
+$2.74M
|
+189,603
|
+20%
|
|
|
5
|
Piershale Financial Group
Barrington,
Illinois
|
$12.4M
|
+$12.6M
|
+870,249
|
New
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$11.3M
|
+$5.76M
|
+397,815
|
+100%
|
|
|
7
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$11.2M
|
+$248K
|
+17,148
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$4.91M
|
+339,396
|
+87%
|
|
|
9
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$10.1M
|
+$1.58M
|
+109,230
|
+18%
|
|
|
10
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$9.57M
|
+$105K
|
+7,281
|
+1%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$8.92M
|
+$1.64M
|
+113,667
|
+22%
|
|
|
12
|
JMG Financial Group
Downers Grove,
Illinois
|
$8.35M
|
+$1.06M
|
+73,161
|
+14%
|
|
|
13
|
|
$8.2M
|
-$2.18M
|
-150,852
|
-21%
|
|
|
14
|
Emery Howard Portfolio Management
Burlingame,
California
|
$7.91M
|
+$543K
|
+37,557
|
+7%
|
|
|
15
|
Aspiriant Holdings S3
Los Angeles,
California
|
$7.84M
|
+$968K
|
+66,906
|
+14%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$7.64M
|
-$24.4K
|
-1,689
|
-0.3%
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$7.59M
|
-$3.8M
|
-262,722
|
-33%
|
|
|
18
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$7.16M
|
-$139K
|
-9,633
|
-2%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$7.1M
|
-$1.59M
|
-109,578
|
-18%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.65M
|
+$5.34M
|
+369,075
|
+374%
|
|
|
21
|
Financial Consulate
Hunt Valley,
Maryland
|
$5.91M
|
-$163K
|
-11,280
|
-3%
|
|
|
22
|
Leisure Capital Management
Costa Mesa,
California
|
$5.85M
|
+$54.1K
|
+3,738
|
+0.9%
|
|
|
23
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$5.78M
|
+$229K
|
+15,834
|
+4%
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$5.33M
|
+$253K
|
+17,502
|
+5%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$5.01M
|
+$184K
|
+12,747
|
+4%
|
|
