|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$53.1M
|
+$5.86M
|
+464,481
|
+13%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$27.7M
|
-$5.93M
|
-469,689
|
-19%
|
|
|
3
|
Brouwer & Janachowski
Mill Valley,
California
|
$22.9M
|
+$2.32M
|
+183,789
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$1.62M
|
-128,154
|
-9%
|
|
|
5
|
|
$16.4M
|
+$7.55M
|
+598,578
|
+97%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$16.2M
|
+$1.73M
|
+137,475
|
+13%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
+$1.11M
|
+87,987
|
+8%
|
|
|
8
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$11.6M
|
+$531K
|
+42,117
|
+5%
|
|
|
9
|
Planning Alternatives
Birmingham,
Michigan
|
$11.1M
|
-$2.04M
|
-161,766
|
-16%
|
|
|
10
|
Emery Howard Portfolio Management
Burlingame,
California
|
$9.83M
|
+$878K
|
+69,591
|
+11%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.7M
|
+$1.44M
|
+113,844
|
+19%
|
|
|
12
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$9.61M
|
+$115K
|
+9,090
|
+1%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$9.51M
|
+$1.74M
|
+138,156
|
+24%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$8.82M
|
-$394K
|
-31,242
|
-5%
|
|
|
15
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$8.75M
|
-$1.78M
|
-141,147
|
-18%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$8.51M
|
+$7.94M
|
+629,226
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$8.46M
|
+$1.87M
|
+148,401
|
+31%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.82M
|
+$894K
|
+70,824
|
+14%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.49M
|
+$4.25M
|
+336,837
|
+155%
|
|
|
20
|
WESCAP Management Group
Glendale,
California
|
$7.01M
|
-$305K
|
-24,168
|
-4%
|
|
|
21
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$6.61M
|
-$23.3K
|
-1,845
|
-0.4%
|
|
|
22
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$6.15M
|
-$1.01M
|
-79,857
|
-15%
|
|
|
23
|
St. Johns Investment Management
Jacksonville,
Florida
|
$6.1M
|
+$4.72M
|
+374,070
|
+486%
|
|
|
24
|
Nadler Financial Group
Deerfield,
Illinois
|
$5.83M
|
+$480K
|
+38,007
|
+10%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$5.77M
|
+$412K
|
+32,667
|
+8%
|
|
