|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$60.1M
|
+$980K
|
+66,954
|
+2%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$42M
|
+$930K
|
+63,531
|
+2%
|
|
|
3
|
|
$34.2M
|
+$15.3M
|
+1,044,891
|
+85%
|
|
|
4
|
|
$31.7M
|
+$13.4M
|
+914,793
|
+77%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$30.1M
|
+$1.26M
|
+86,169
|
+4%
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$29.9M
|
+$860K
|
+58,752
|
+3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.9M
|
+$2.61M
|
+178,572
|
+14%
|
|
|
8
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$17.2M
|
+$2.8M
|
+191,064
|
+20%
|
|
|
9
|
CWH Capital Management
Spokane,
Washington
|
$16.4M
|
+$13.3M
|
+910,509
|
+507%
|
|
|
10
|
Nadler Financial Group
Deerfield,
Illinois
|
$16.2M
|
+$2.6M
|
+177,354
|
+20%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$13.6M
|
-$1.55M
|
-105,906
|
-11%
|
|
|
12
|
Moneywise Inc
Forest,
Virginia
|
$13.5M
|
-$519K
|
-35,463
|
-4%
|
|
|
13
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$13M
|
+$487K
|
+33,267
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$3.23M
|
-220,677
|
-22%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$11.5M
|
+$39.2K
|
+2,676
|
+0.4%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$11.5M
|
-$383K
|
-26,151
|
-3%
|
|
|
17
|
Aspiriant LLC
Los Angeles,
California
|
$11.5M
|
+$3.36M
|
+229,530
|
+43%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
-$5.74M
|
-392,520
|
-35%
|
|
|
19
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$11.1M
|
+$10.8M
|
+738,180
|
New
|
|
|
20
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.6M
|
-$1.85M
|
-126,438
|
-15%
|
|
|
21
|
Summit Asset Management
Memphis,
Tennessee
|
$10.2M
|
+$2.74M
|
+187,389
|
+38%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.94M
|
+$3.38M
|
+231,048
|
+54%
|
|
|
23
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$9.49M
|
+$553K
|
+37,806
|
+6%
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.43M
|
+$12.2K
|
+834
|
+0.1%
|
|
|
25
|
Harfst & Associates
Sheridan,
Wyoming
|
$9.05M
|
+$50.8K
|
+3,471
|
+0.6%
|
|
