|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$70M
|
+$1.97M
|
+124,218
|
+3%
|
|
|
2
|
|
$65.2M
|
+$31.6M
|
+1,991,565
|
+96%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$47.4M
|
+$1.1M
|
+69,273
|
+2%
|
|
|
4
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$41.1M
|
-$4.47M
|
-281,055
|
-10%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$37.6M
|
+$1.89M
|
+119,103
|
+5%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$34M
|
+$627K
|
+39,441
|
+2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.8M
|
+$44.2K
|
+2,784
|
+0.2%
|
|
|
8
|
CWH Capital Management
Spokane,
Washington
|
$24.5M
|
+$546K
|
+34,347
|
+2%
|
|
|
9
|
|
$18.9M
|
+$1.14M
|
+71,433
|
+6%
|
|
|
10
|
Nadler Financial Group
Deerfield,
Illinois
|
$18.2M
|
+$375K
|
+23,571
|
+2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.9M
|
+$16.7M
|
+1,051,275
|
New
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$16.2M
|
-$1.84M
|
-116,031
|
-10%
|
|
|
13
|
Moneywise Inc
Forest,
Virginia
|
$15M
|
+$330K
|
+20,784
|
+2%
|
|
|
14
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$14M
|
-$50.4K
|
-3,171
|
-0.4%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$13.6M
|
+$723K
|
+45,513
|
+6%
|
|
|
16
|
Emery Howard Portfolio Management
Burlingame,
California
|
$13.2M
|
+$466K
|
+29,301
|
+4%
|
|
|
17
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$12.2M
|
+$617K
|
+38,796
|
+5%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$12M
|
-$2.38K
|
-150
|
-0%
|
|
|
19
|
Summit Asset Management
Memphis,
Tennessee
|
$12M
|
+$389K
|
+24,507
|
+3%
|
|
|
20
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$11.5M
|
+$875K
|
+55,044
|
+8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$617K
|
+38,826
|
+6%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
+$1.33M
|
+83,472
|
+14%
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$10.8M
|
+$10.7M
|
+673,836
|
New
|
|
|
24
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.8M
|
+$2.89M
|
+181,860
|
+37%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
+$7.38M
|
+464,592
|
+232%
|
|
