|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$66.9M
|
+$3.82M
|
+245,382
|
+6%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$45.5M
|
+$1.42M
|
+90,897
|
+3%
|
|
|
3
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$44.8M
|
+$26.5M
|
+1,700,172
|
+149%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$35.1M
|
+$3.68M
|
+236,337
|
+12%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$32.8M
|
+$1.22M
|
+78,543
|
+4%
|
|
|
6
|
|
$32.6M
|
-$548K
|
-35,166
|
-2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
+$1.32M
|
+84,843
|
+6%
|
|
|
8
|
CWH Capital Management
Spokane,
Washington
|
$23.5M
|
+$6.27M
|
+402,570
|
+37%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$17.8M
|
+$3.51M
|
+225,252
|
+25%
|
|
|
10
|
Nadler Financial Group
Deerfield,
Illinois
|
$17.5M
|
+$515K
|
+33,030
|
+3%
|
|
|
11
|
|
$17.4M
|
-$18.2M
|
-1,166,076
|
-51%
|
|
|
12
|
Moneywise Inc
Forest,
Virginia
|
$14.4M
|
+$222K
|
+14,226
|
+2%
|
|
|
13
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$13.8M
|
+$142K
|
+9,108
|
+1%
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
$12.6M
|
+$1.45M
|
+93,198
|
+13%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$12.5M
|
+$430K
|
+27,582
|
+4%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$11.8M
|
-$235K
|
-15,108
|
-2%
|
|
|
17
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$11.6M
|
+$16.4K
|
+1,050
|
+0.1%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$11.4M
|
-$607K
|
-38,928
|
-5%
|
|
|
19
|
Summit Asset Management
Memphis,
Tennessee
|
$11.4M
|
+$724K
|
+46,467
|
+7%
|
|
|
20
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$11.4M
|
+$1.4M
|
+89,760
|
+14%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$159K
|
+10,194
|
+2%
|
|
|
22
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$10.4M
|
+$8.24M
|
+528,594
|
+401%
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.99M
|
+$98.7K
|
+6,333
|
+1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.73M
|
-$2M
|
-128,184
|
-17%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$9.73M
|
+$1.65M
|
+105,717
|
+21%
|
|
