|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$42.5M
|
+$3.58M
|
+258,129
|
+9%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$22.9M
|
+$14.6M
|
+1,054,677
|
+148%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$11.1M
|
+802,695
|
+110%
|
|
|
4
|
HT Partners
Centerbrook,
Connecticut
|
$19.7M
|
-$1.83M
|
-132,144
|
-8%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$14.8M
|
+$7.15M
|
+515,214
|
+82%
|
|
|
6
|
Piershale Financial Group
Barrington,
Illinois
|
$14.4M
|
+$3.33M
|
+239,568
|
+28%
|
|
|
7
|
Planning Alternatives
Birmingham,
Michigan
|
$13.9M
|
-$4.66M
|
-335,607
|
-24%
|
|
|
8
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$12.9M
|
-$2.75M
|
-197,862
|
-17%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.4M
|
+$13.2M
|
+952,557
|
New
|
|
|
10
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$10.4M
|
+$211K
|
+15,195
|
+2%
|
|
|
11
|
|
$9.6M
|
+$2.26M
|
+163,035
|
+28%
|
|
|
12
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8.78M
|
+$134K
|
+9,630
|
+1%
|
|
|
13
|
|
$8.15M
|
+$8.38M
|
+603,255
|
+2,415%
|
|
|
14
|
Emery Howard Portfolio Management
Burlingame,
California
|
$7.72M
|
+$534K
|
+38,481
|
+7%
|
|
|
15
|
Aspiriant Holdings S3
Los Angeles,
California
|
$7.67M
|
+$547K
|
+39,375
|
+7%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$6.96M
|
-$13.7K
|
-984
|
-0.2%
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$6.95M
|
+$21.5K
|
+1,548
|
+0.3%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$6.71M
|
-$966K
|
-69,537
|
-12%
|
|
|
19
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$6.5M
|
-$33K
|
-2,376
|
-0.5%
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$6.21M
|
-$4.41M
|
-317,814
|
-40%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.76M
|
+$1.62M
|
+117,012
|
+36%
|
|
|
22
|
Leisure Capital Management
Costa Mesa,
California
|
$5.43M
|
+$104K
|
+7,479
|
+2%
|
|
|
23
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$5.4M
|
+$135K
|
+9,705
|
+2%
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$5.23M
|
+$390K
|
+28,086
|
+7%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$5.17M
|
-$1.41M
|
-101,472
|
-20%
|
|
