|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$73.9M
|
-$1.36M
|
-75,921
|
-2%
|
|
|
2
|
|
$70.9M
|
+$824K
|
+45,852
|
+1%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$48.3M
|
+$804K
|
+44,787
|
+2%
|
|
|
4
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$43.2M
|
+$4.05M
|
+225,270
|
+10%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$37.3M
|
-$343K
|
-19,083
|
-0.9%
|
|
|
6
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$34.1M
|
-$1.67M
|
-92,781
|
-5%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$30.4M
|
+$5.99M
|
+333,426
|
+24%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25M
|
+$8.67M
|
+482,904
|
+52%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24.6M
|
+$4.05M
|
+225,318
|
+19%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.4M
|
+$440K
|
+24,492
|
+2%
|
|
|
11
|
Nadler Financial Group
Deerfield,
Illinois
|
$21.2M
|
+$331K
|
+18,405
|
+2%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$20.7M
|
+$2.08M
|
+115,662
|
+11%
|
|
|
13
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$19.2M
|
+$2.83M
|
+157,464
|
+17%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.7M
|
+$2.92M
|
+162,294
|
+18%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$6.54M
|
+363,990
|
+57%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$17.7M
|
+$10.8M
|
+601,920
|
+150%
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$17.2M
|
+$1.23M
|
+68,286
|
+8%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$16.5M
|
+$8.17M
|
+454,851
|
+94%
|
|
|
19
|
CWH Capital Management
Spokane,
Washington
|
$15.8M
|
-$9.02M
|
-501,906
|
-36%
|
|
|
20
|
|
$15.7M
|
-$6.92M
|
-385,152
|
-30%
|
|
|
21
|
|
$15.6M
|
+$9.51M
|
+529,314
|
+150%
|
|
|
22
|
Emery Howard Portfolio Management
Burlingame,
California
|
$15.2M
|
+$284K
|
+15,834
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$1.86M
|
+103,758
|
+14%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$14.6M
|
+$942K
|
+52,419
|
+7%
|
|
|
25
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$14.5M
|
+$11.5M
|
+640,398
|
+358%
|
|
