|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$199M
|
-$4.6M
|
-266,595
|
-16%
|
|
|
2
|
SVA Wealth Management
Madison,
Wisconsin
|
$79.9M
|
+$1.31M
|
+75,921
|
+2%
|
|
|
3
|
|
$70.6M
|
-$1.6M
|
-92,949
|
-2%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$47.9M
|
+$1.02M
|
+58,881
|
+2%
|
|
|
5
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$39.5M
|
+$652K
|
+37,770
|
+2%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$38M
|
-$361K
|
-20,898
|
-1%
|
|
|
7
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$36M
|
-$9.18M
|
-532,200
|
-21%
|
|
|
8
|
CWH Capital Management
Spokane,
Washington
|
$24.9M
|
-$876K
|
-50,754
|
-3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.1M
|
+$1.32M
|
+76,692
|
+6%
|
|
|
10
|
|
$22.6M
|
+$1.11M
|
+64,149
|
+5%
|
|
|
11
|
GFS Private Wealth
Clearwater,
Florida
|
$21.3M
|
+$20.7M
|
+1,200,864
|
New
|
|
|
12
|
Nadler Financial Group
Deerfield,
Illinois
|
$21.1M
|
+$777
|
+45
|
+0%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.8M
|
+$748K
|
+43,362
|
+4%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$18.8M
|
+$741K
|
+42,957
|
+4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.6M
|
+$1.21M
|
+69,954
|
+8%
|
|
|
16
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$16.5M
|
+$1.18M
|
+68,490
|
+8%
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$16.1M
|
+$2.34M
|
+135,750
|
+18%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16M
|
+$10.2M
|
+592,101
|
+192%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$15.8M
|
-$1.06M
|
-61,455
|
-6%
|
|
|
20
|
Emery Howard Portfolio Management
Burlingame,
California
|
$15M
|
-$27K
|
-1,566
|
-0.2%
|
|
|
21
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$15M
|
-$195K
|
-11,292
|
-1%
|
|
|
22
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.7M
|
+$741K
|
+42,918
|
+6%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$13.6M
|
-$41.9K
|
-2,427
|
-0.3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$519K
|
+30,069
|
+4%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$1.36M
|
+78,996
|
+12%
|
|
