2010 Top Wealth Manager Rankings
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| Firm Name | City | State | Name / Title | Year Business Started | Staff | Minimum Annual Fee |
Total Assets ($000) |
Average AUM Per Client ($000) |
Services Offered |
|---|---|---|---|---|---|---|---|---|---|
| Athena Capital Advisors LLC | Lincoln | MA | Lisette Cooper, CEO | 1993 | 26 | $150,000 | $3,068,356 | $105,805 | 1, 2, 3, 4, 5, 6, 7 |
| Arlington Partners LLC | Birmingham | AL | Kenneth H. Polk, CPA, CFP, CEO & Managing Member | 1998 | 10 | $100,000 | $1,548,351 | $91,079 | 1, 2, 3, 4, 5, 6 |
| Gatemore Capital Management, LLC | New York | NY | David Ford and Liad Meidar, Managing Partners | 2005 | 6 | $0 | $467,137 | $66,734 | 1, 5, 6, 7 |
| SCS Financial Services, LLC | Boston | MA | Peter Mattoon, CEO | 2002 | 30 | $0 | $6,705,013 | $64,471 | 1, 2, 3, 4, 5, 6 |
| Circle Wealth Management | Summit | NJ | Maria L. Chrin, Managing Partner | 2006 | 4 | $150,000 | $701,436 | $63,767 | 1, 2, 3, 4, 5, 6, 7 |
| BBR Partners, LLC | New York | NY | Arthur Black, Brett Barth and Evan Roth, Managing Members | 2000 | 29 | $0 | $4,098,942 | $60,279 | 1, 2, 3, 4, 5, 6, 7 |
| TAG Associates, LLC | New York | NY | David Basner, President | 1983 | 59 | $75,000 | $6,490,062 | $60,093 | 1, 2, 3, 4, 5, 6 |
| Ballentine Partners, LLC | Waltham | MA | Roy Ballentine, President & CEO | 1997 | 37 | $100,000 | $5,297,000 | $48,155 | 1, 2, 3, 4, 5, 6 |
| Waterline Partners LLC | Los Angeles | CA | Jeffery Coyle, Managing Partner & CIO | 2004 | 6 | $60,000 | $1,487,449 | $45,074 | 1, 2, 3, 4, 5, 6, 7 |
| Federal Street Advisors | Boston | MA | John LaPann, President | 1991 | 18 | $65,000 | $3,498,166 | $43,727 | 1, 2, 3, 4, 5, 6, 7 |
| Gresham Partners LLC | Chicago | IL | Edward F. Neild, IV, President | 1997 | 14 | $187,500 | $2,609,383 | $40,144 | 1, 2, 3, 4, 5, 6 |
| Convergent Wealth Advisors | Rockville | MD | Steven D. Lockshin, Chairman & CEO | 1994 | 63 | $0 | $13,635,310 | $36,852 | 1, 2, 3, 4, 5, 6, 7 |
| Financial Clarity, Inc. | Mountain View | CA | Stanford Young, Founder & President | 1992 | 2 | $0 | $956,741 | $32,991 | 1, 2, 3, 4, 5, 6, 7 |
| Reynders, McVeigh Capital Management, LLC | Boston | MA | Patrick McVeigh, President | 2005 | 6 | $0 | $5,407,946 | $27,040 | 1, 2, 3, 4, 5, 6, 7 |
| Algonquin Advisors LLC | Greenwich | CT | George T. Hubbard, Managing Partner & CEO | 1998 | 5 | $0 | $429,160 | $22,587 | 1, 2, 3, 4, 5, 6 |
| Silvercrest Asset Management Group | New York | NY | G. Moffett Cochran , CEO | 2002 | 50 | $0 | $8,815,646 | $25,479 | 1, 2, 3, 4, 5, 6, 7 |
| GenSpring Family Offices | Palm Beach Gardens | FL | Maria Elena (Mel) Lagomasino, CEO | 1989 | 278 | $85,000 | $17,967,269 | $24,613 | 1, 2, 3, 4, 5, 6 |
| Tolleson Private Wealth Management | Dallas | TX | Eric W. Bennett, Chairman & CEO | 2000 | 52 | $0 | $1,986,000 | $23,093 | 1, 2, 3, 4, 5, 6, 7 |
| Mill Creek Capital Advisors, LLC | Conshohocken | PA | Richard W. Stevens, CEO | 2006 | 14 | $0 | $1,499,616 | $23,071 | 1, 2, 3, 4, 5, 6, 7 |
| Innovest Portfolio Solutions, LLC | Denver | CO | Richard Todd, Managing Principal & Co-Founder | 1996 | 9 | $0 | $3,451,302 | $23,009 | 1, 2, 3, 4, 5, 6 |
| Crestone Asset Management | Boulder | CO | Eric Kramer, Principal | 2001 | 25 | $300,000 | $982,066 | $20,895 | 1, 2, 3, 4, 5, 6, 7 |
| Highmount Capital | New York | NY | Maarten R van Hengel, Partner | 2002 | 25 | $0 | $1,558,411 | $19,980 | 1, 2, 3, 4, 5, 6 |
| Oxford Financial Group, Ltd. | Indianapolis | IN | Jeffrey H. Thomasson, CEO & Managing Director | 1981 | 32 | $20,000 | $8,076,692 | $16,826 | 1, 2, 3, 4, 5, 6 |
| myCIO Wealth Partners, LLC | Philadelphia | PA | David E. Lees, Senior Partner | 2005 | 23 | $0 | $6,476,108 | $16,777 | 1, 2, 3, 4, 5, 6, 7 |
| Smith Affiliated Capital Corp. | New York | NY | Matthew J. Smith, President & CIO | 1982 | 10 | $10,000 | $2,113,151 | $16,255 | 1, 2, 3, 4, 5, 6, 7 |
| Lynx Investment Advisory, LLC | Washington | DC | Peter J. Tanous, President & CEO | 1992 | 13 | $12,000 | $1,069,000 | $15,721 | 1, 2, 3, 4, 5, 6 |
| RCL Advisors, LLC | New York | NY | William Cafero, Partner | 2006 | 7 | $15,000 | $1,409,978 | $15,494 | 1, 2, 3, 4, 5, 6, 7 |
| Litman/Gregory Asset Management, LLC | Larkspur | CA | Chris Wheaton, Managing Partner | 1987 | 12 | $25,000 | $3,825,877 | $15,243 | 1, 2, 3, 4, 5, 6 |
| StanCorp Investment Advisers | Portland | OR | Julie Grandstaff, Vice President & Managing Director | 2000 | 28 | $2,500 | $1,093,927 | $866 | 1, 2, 3, 4, 5, 6, 7 |
| The Quantitative Group, LP | San Antonio | TX | W. Joseph Sammons, CEO | 2004 | 9 | $0 | $3,936,206 | $14,159 | 1, 2, 3, 4, 5, 6, 7 |
| Edge Capital Partners | Atlanta | GA | Bill Maner, Managing Partner | 2006 | 13 | $0 | $530,000 | $13,590 | 1, 2, 3, 4, 5, 6, 7 |
| Hillview Capital Advisors, LLC | New York | NY | Jonathan J. Hochberg, President | 1999 | 6 | $50,000 | $968,012 | $13,445 | 1, 2, 3, 4, 5, 6, 7 |
| Altair Advisers LLC | Chicago | IL | Steven B. Weinstein, President & Chief Investment Officer | 2002 | 19 | $30,000 | $2,529,888 | $12,401 | 1, 2, 3, 4, 5, 6 |
| Chess Financial Corp. | Beachwood | OH | F. Carl Walter, President | 1986 | 15 | $25,000 | $1,650,739 | $12,319 | 1, 2, 3, 4, 5, 6 |
| Salem Partners Wealth Management | Los Angeles | CA | David Dodson, Director & Partner | 2004 | 6 | $20,000 | $178,204 | $11,880 | 1, 2, 3, 4, 5, 6, 7 |
| Clarfeld Financial Advisors, Inc. | Tarrytown | NY | Robert A. Clarfeld, President, CEO & Chairman | 1981 | 33 | $10,000 | $2,800,853 | $11,670 | 1, 2, 3, 4, 5, 6, 7 |
| Camden Capital Management, LLC | El Segundo | CA | John M. Krambeer, CEO & Founder | 2004 | 3 | $0 | $507,000 | $11,267 | 1, 2, 3, 4, 5, 6, 7 |
| Luminous Capital | Los Angeles | CA | Robert Skinner, Partner | 2008 | 17 | $0 | $2,806,843 | $10,922 | 1, 2, 3, 4, 5, 6, 7 |
| Beacon Pointe Advisors | Newport Beach | CA | Shannon Eusey , President | 2002 | 15 | $0 | $3,869,080 | $10,629 | 1, 2, 3, 4, 5, 6 |
| RINET Company, LLC | Boston | MA | Brian Rivotto, Managing Director & CEO | 1974 | 27 | $40,000 | $1,199,872 | $10,434 | 1, 2, 3, 4, 5, 6 |
| Atlas Brown | Louisville | KY | W. Wayne Hancock, CFA, CEO | 2004 | 10 | $7,500 | $1,097,661 | $9,801 | 1, 2, 3, 4, 5, 6, 7 |
| Aspiriant | San Francisco | CA | Rob Francais, CEO | 1991 | 52 | $0 | $3,958,301 | $9,425 | 1, 2, 3, 4, 5, 6, 7 |
| WTAS LLC | San Francisco | CA | Mark Vorsatz, CEO | 2002 | 500+ | $15,000 | $936,610 | $9,006 | 1, 2, 3, 4, 5, 6 |
| The MDE Group | Morristown | NJ | Mitchell D. Eichen, CEO | 1987 | 7 | $10,000 | $1,635,972 | $8,989 | 1, 2, 3, 4, 5, 6 |
| Financial Management Partners | Clayton | MO | Katherine Lintz, President | 1990 | 10 | $10,000 | $1,315,272 | $8,541 | 1, 2, 3, 4, 5, 6 |
| Trees Investment Counsel, LLC | Chicago | IL | Jacqueline Moss, President | 1999 | 3 | $20,000 | $264,401 | $8,263 | 1, 2, 3, 4, 5, 6, 7 |
| Belvedere Advisors LLC | Mill Valley | CA | Patrick Beaudan, CEO | 2006 | 4 | $0 | $100,000 | $7,692 | 1, 2, 3, 4, 5, 6, 7 |
| Founders Financial Network | Cupertino | CA | Robert Kresek, Managing Partner | 2006 | 6 | $0 | $554,446 | $6,931 | 1, 2, 3, 4, 5, 6, 7 |
| Bridgecreek Investment Management | Tulsa | OK | Chuck Fuller, CEO | 2004 | 2 | $0 | $360,572 | $6,439 | 1, 2, 3, 4, 5, 6 |
| Highline Wealth Management | Bethesda | MD | Neal Simon, CEO | 2002 | 7 | $20,000 | $801,068 | $6,258 | 1, 2, 3, 4, 5, 6, 7 |
| Century Wealth Management, LLC | Memphis | TN | Jay Healy, President | 2000 | 2 | $10,000 | $92,401 | $6,160 | 1, 2, 3, 4, 5, 6, 7 |
| Roble Belko & Company | Sewickley | PA | Roger Roble, President | 2000 | 5 | $0 | $241,068 | $6,027 | 1, 2, 3, 4, 5, 6, 7 |
| Fairway Wealth Management LLC | Independence | OH | Daniel R. Gaugler, CEO & Managing Director | 2002 | 8 | $15,000 | $575,000 | $5,928 | 1, 2, 3, 4, 5, 6, 7 |
| Mt. Eden Investment Advisors LLC | San Francisco | CA | Keith B. McWilliams, CEO & CIO | 2004 | 12 | $15,000 | $848,382 | $5,851 | 1, 2, 3, 4, 5, 6, 7 |
| Liebau Asset Management Co | Pasadena | CA | Jack Liebau, President | 2003 | 1 | $0 | $168,252 | $5,802 | 1, 2, 3, 4, 5, 6, 7 |
| The Glowacki Group | Los Angeles | CA | Michael Glowacki, President | 1996 | 4 | $20,000 | $277,287 | $5,777 | 1, 2, 3, 4, 5, 6 |
| WMS Partners LLC | Towson | MD | Timothy W. Chase , Managing Partner | 1992 | 14 | $20,000 | $1,246,610 | $5,492 | 1, 2, 3, 4, 5, 6, 7 |
| Argent Wealth Management, Inc. | Weston | MA | David M. Duchesneau, President | 1992 | 6 | $0 | $450,097 | $5,295 | 1, 2, 3, 4, 5, 6, 7 |
| Waypoint Advisors | Norfolk | VA | Elizabeth T. Patterson, President | 2001 | 6 | $0 | $447,058 | $5,139 | 1, 2, 3, 4, 5, 6, 7 |
| Welch & Forbes LLC | Boston | MA | Richard F. Young, President | 1838 | 56 | $0 | $3,038,846 | $5,015 | 1, 2, 3, 4, 5, 6 |
| Silver Bridge Capital Management, LLC | Boston | MA | Stephen E. Prostano, President | 1988 | 24 | $0 | $1,893,967 | $4,832 | 1, 2, 3, 4, 5, 6, 7 |
| Joel Isaacson & Co., LLC | New York | NY | Joel S. Isaacson , President | 1993 | 23 | $10,000 | $3,482,537 | $4,771 | 1, 2, 3, 4, 5, 6, 7 |
| Summit Wealth Management, Inc. | Orlando | FL | Mitch Levin, CEO & Managing Partner | 1983 | 12 | $6,000 | $1,900,000 | $4,750 | 1, 2, 3, 4, 5, 6, 7 |
| Talon Asset Management, LLC | Chicago | IL | Alan Wilson, President | 1984 | 21 | $10,000 | $1,115,000 | $4,570 | 1, 2, 3, 4, 5, 6, 7 |
| Choate Investment Advisors LLC | Boston | MA | Todd Millay, Managing Director | 1996 | 7 | $1,000 | $1,749,235 | $4,373 | 1, 2, 3, 4, 5, 6, 7 |
| Kings Point Capital Management | Great Neck | NY | Jack Salzman, Managing Partner | 2005 | 3 | $0 | $323,430 | $4,371 | 1, 2, 3, 4, 5, 6, 7 |
| Lau Associates LLC | Wilmington | DE | Judith W Lau, President | 1985 | 10 | $0 | $551,650 | $4,310 | 1, 2, 3, 4, 5, 6, 7 |
| Pennsylvania Capital Management | Jenkintown | PA | Irvin G. Schorsch, III, President & CEO | 1995 | 2 | $0 | $575,478 | $4,201 | 1, 2, 3, 4, 5, 6, 7 |
| JVL Associates, LLC | Wyoming | MI | Jerry VanderLugt, Owner | 2002 | 1 | $4,000 | $78,000 | $4,105 | 1, 2, 3, 4, 5, 6, 7 |
| Paragon Investment Management Inc | Seattle | WA | Shari J. Burns, President | 1991 | 15 | $0 | $1,193,037 | $4,017 | 1, 2, 3, 4, 5, 6, 7 |
| Badgley Phelps Investment Managers | Seattle | WA | Steven Phelps, President & CEO | 1966 | 12 | $9,000 | $1,481,725 | $3,941 | 1, 2, 3, 4, 5, 6, 7 |
| Veritas Wealth Advisors, LLC | Carmel | CA | Brian Corley, Founder & CIO | 2008 | 5 | $10,000 | $189,000 | $3,938 | 1, 2, 3, 4, 5, 6, 7 |
| AMI Investment Management | Kendallville | IN | Michael D. Axel, CFA, President & Owner | 1995 | 3 | $0 | $340,723 | $3,786 | 1, 2, 3, 4, 5, 6 |
| Moneta Group | Clayton | MO | Gene Diederich, CEO | 1905 | 148 | $10,000 | $8,099,544 | $3,760 | 1, 2, 3, 4, 5, 6, 7 |
| Plante Moran Financial Advisors | Southfield | MI | Robert M. Palmer, President | 1993 | 75 | $6,000 | $7,196,965 | $3,676 | 1, 2, 3, 4, 5, 6 |
| Hewins Financial Advisors, LLC | San Mateo | CA | Roger Hewins, President | 1999 | 14 | $0 | $2,016,633 | $3,640 | 1, 2, 3, 4, 5, 6, 7 |
| Towneley Capital Management, Inc | Laguna Hills | CA | Tracy A. Kuntz, President | 1971 | 9 | $5,000 | $444,180 | $3,553 | 1, 2, 3, 4, 5, 6, 7 |
| Brighton Jones, LLC | Seattle | WA | Jon Jones & Charles Brighton, Co-CEO | 1999 | 18 | $3,000 | $1,617,000 | $3,463 | 1, 2, 3, 4, 5, 6, 7 |
| Goldstein Munger and Associates | San Ramon | CA | Rich Goldstein, CEO & Owner | 1995 | 3 | $10,000 | $258,690 | $3,404 | 1, 2, 3, 4, 5, 6, 7 |
| JMG Financial Group, Ltd. | Oak Brook | IL | Marita A. Sullivan, CEO | 1984 | 24 | $10,000 | $1,372,536 | $3,381 | 1, 2, 3, 4, 5, 6, 7 |
| Essential Investment Partners, LLC | Denver | CO | Jonathan F. Zeschin, Partner | 2001 | 4 | $8,000 | $80,650 | $3,360 | 1, 2, 3, 4, 5, 6, 7 |
| Greenfield Seitz Capital Management | Dallas | TX | , | 2009 | 2 | $10,000 | $198,420 | $3,307 | 1, 2, 3, 4, 5, 6, 7 |
| Halbert Hargrove | Long Beach | CA | Russ Hill, President | 1989 | 17 | $10,000 | $1,385,081 | $3,282 | 1, 2, 3, 4, 5, 6 |
| Quest Capital Management, Inc. | Dallas | TX | E.W. "Woody" Young, CFP®, President & Co-Founder | 1987 | 17 | $3,500 | $986,532 | $3,267 | 1, 2, 3, 4, 5, 6, 7 |
| Guyasuta Investment Advisors, Inc. | Pittsburgh | PA | Peter F. Matieson, President & CCO | 1983 | 7 | $0 | $658,000 | $3,179 | 1, 2, 3, 4, 5, 6, 7 |
| The Fairman Group | Berwyn | PA | Roy M. Fairman, Managing Director | 2002 | 18 | $7,500 | $266,388 | $3,171 | 1, 2, 3, 4, 5, 6, 7 |
| GM Advisory Group, Inc. | Port Washington | NY | Frank P. Marzano, Managing Principal | 1998 | 8 | $0 | $438,482 | $2,923 | 1, 2, 3, 4, 5, 6, 7 |
| SignatureFD, LLC | Atlanta | GA | Jeffrey S. Peller, CPA, PFS, CFP, Managing Partner | 1997 | 18 | $20,000 | $1,000,038 | $2,899 | 1, 2, 3, 4, 5, 6, 7 |
| Relative Value Partners, LLC | Northbrook | IL | Robert Huffman, CEO | 2004 | 7 | $12,000 | $428,000 | $2,853 | 1, 2, 3, 4, 5 |
| Mintz Levin Financial Advisors, LLC | Boston | MA | Robert Glovsky, President | 1998 | 12 | $10,000 | $950,000 | $2,794 | 1, 2, 3, 4, 5, 6, 7 |
| Lewis & Mathews Investment Management, Inc. | Menlo Park | CA | Stephen W. Lewis, President | 1990 | 1 | $2,400 | $244,400 | $2,746 | 1, 2, 3, 4, 5, 6, 7 |
| Rainier Group Investment Advisory LLC | Bellevue | WA. | Norman E. Bell, President | 2005 | 8 | $0 | $605,152 | $2,738 | 1, 2, 3, 4, 5, 6, 7 |
| Delessert Financial Services, Inc. | Waltham | MA | Chris Dalto, President | 1994 | 4 | $15,000 | $344,803 | $2,737 | 1, 2, 3, 4, 5, 6 |
| Osborne Partners Capital Management LLC | San Francisco | CA | Charles D. Osborne II, President | 1937 | 9 | $0 | $937,073 | $2,677 | 1, 2, 3, 4, 5, 6, 7 |
| Water Oak Advisors | Orlando | FL | Clarke Lemons, President | 1997 | 5 | $5,000 | $728,000 | $2,667 | 1, 2, 3, 4, 5, 6, 7 |
| Homrich Berg | Atlanta | Ga | Andy Berg, CEO | 1989 | 37 | $20,000 | $1,880,353 | $2,648 | 1, 2, 3, 4, 5, 6, 7 |
| Bingham, Osborn & Scarborough | San Francisco | CA | William Urban & Carol Benz, Co-Managing Principal | 1985 | 15 | $18,750 | $2,011,519 | $2,623 | 1, 2, 3, 4, 5, 6, 7 |
| Coldstream | Bellevue | WA | Kevin Fitzwilson, Managing Partner | 1996 | 13 | $20,000 | $812,799 | $2,614 | 1, 2, 3, 4, 5, 6, 7 |
| Lee Financial Corporation | Dallas | TX | Richard R Lee, Jr., President | 1975 | 18 | $4,000 | $810,000 | $2,605 | 1, 2, 3, 4, 5, 6, 7 |
| Camden Financial Management | Scottsdale | AZ | Randy Oldenburg, President | 1996 | 1 | $15,000 | $125,739 | $2,418 | 1, 2, 3, 4, 5, 6, 7 |
| Quadrant Capital Management, LLC | Montclair | NJ | Jeffrey Fisher, Managing Director | 2001 | 2 | $10,000 | $180,876 | $2,412 | 1, 2, 3, 4, 5, 6, 7 |
| Strategic Wealth Partners LLC | Deerfield | IL | David Copeland & Neal Price, Principals | 2008 | 5 | $0 | $671,748 | $2,408 | 1, 2, 3, 4, 5, 6, 7 |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | PA | Don Linzer, CEO | 2000 | 14 | $0 | $510,000 | $2,372 | 1, 2, 3, 4, 5, 6, 7 |
| Stepp & Rothwell, Inc. | Overland Park | KS | Kathleen Stepp, Principal & Owner | 1983 | 11 | $10,000 | $388,107 | $2,338 | 1, 2, 3, 4, 5, 6, 7 |
| Truepoint Capital | Cincinnati | OH | Michael J. Chasnoff, CFP, Founder & CEO | 1990 | 14 | $16,000 | $457,327 | $2,321 | 1, 2, 3, 4, 5, 6, 7 |
| Resource Management, Inc | Metairie | LA | D. Randolph Waesche, President & CEO | 1974 | 2 | $2,500 | $708,954 | $2,317 | 1, 3, 4, 5, 6, |
| 21st Century Wealth Management LLC | York | PA | Todd Spahr, Managing Member | 2001 | 1 | $1,500 | $117,796 | $2,310 | 1, 2, 3, 4, 5, 6, 7 |
| Evensky & Katz Wealth Management | Coral Gables | FL | Harold Evensky, President | 1985 | 10 | $12,500 | $577,000 | $2,308 | 1, 2, 3, 4, 5, 6, 7 |
| Beacon Financial Advisors, Inc. | Rye Brook | NY | Ronald M Robins, President | 2000 | 1 | $0 | $87,000 | $2,289 | 1, 2, 3, 4, 5, 6, 7 |
| Brouwer & Janachowski, LLC | Tiburon | CA | Stephen Janachowski, President & CEO | 1987 | 12 | $1,000 | $846,431 | $2,257 | 1, 2, 3, 4, 5, 6, 7 |
| SJS Investment Consulting, Inc. | Sylvania | OH | Scott J. Savage, CEO | 1995 | 6 | $7,500 | $835,000 | $2,257 | 1, 2, 3, 4, 5, 6, 7 |
| Rowland Carmichael Advisors, Inc. | Scottsdale | AZ | David L. Carmichael, President | 1986 | 5 | $8,000 | $351,769 | $2,255 | 1, 3, 4, 5, 6, 7 |
| Charles D. Haines, LLC | Birmingham | AL | Charles D. Haines, Jr., President & CEO | 1986 | 8 | $10,000 | $445,536 | $2,228 | 1, 2, 3, 4, 5, 6, 7 |
| Integris Wealth Management | Carmel | CA | Gifford Lehman, Wealth Manager | 1997 | 3 | $10,000 | $108,000 | $2,160 | 1, 2, 3, 4, 5, 6, 7 |
| First Republic Investment Management | San Francisco | CA | Robert Thornton, President | 1928 | 85 | $0 | $4,495,828 | $2,141 | 1, 2, 3, 4, 5, 6, 7 |
| Old North Advisors | Boston | MA | William Peck, President | 2005 | 4 | $10,000 | $186,000 | $2,090 | 1, 2, 3, 4, 5, 6 |
| Brightworth, LLC | Atlanta | GA | Chris Dardaman, CEO & Partner | 1997 | 13 | $10,000 | $691,123 | $2,015 | 1, 2, 3, 4, 5, 6, 7 |
| RegentAtlantic Capital, LLC | Morristown | NJ | Christopher J. Cordaro, CFP, CFA, MBA, CEO | 1982 | 24 | $10,000 | $1,754,177 | $2,000 | 1, 2, 3, 4, 5, 6, 7 |
| RMB Capital Management | Chicago | IL | Richard M. Burridge, Jr., CEO | 2005 | 19 | $8,000 | $1,613,400 | $1,985 | 1, 2, 3, 4, 5, 6, 7 |
| Evermay Wealth Management, LLC | Washington | DC | William C. Pitt, IV, Managing Director & Principal | 2009 | 5 | $10,000 | $256,678 | $1,974 | 1, 2, 3, 4, 5, 6, 7 |
| Dowling & Yahnke, LLC | San Diego | CA | Dale Yahnke, President | 1991 | 8 | $0 | $1,392,203 | $1,972 | 1, 2, 3, 4, 5, 6, 7 |
| Balasa Dinverno Foltz LLC | Itasca | IL | Armond A. Dinverno, President | 1986 | 24 | $10,000 | $1,477,553 | $1,942 | 1, 2, 3, 4, 5, 6, 7 |
| Netting & Pace, CPAs | San Antonio | TX | Conrad J. Netting, President | 1986 | 5 | $6,500 | $108,662 | $1,940 | 1, 2, 3, 4, 5, 6, 7 |
| Bridgewater Wealth and Financial Management LLC | Bethesda | MD | Ron Rubin, Managing Principal | 1994 | 2 | $5,000 | $198,200 | $1,924 | 1, 2, 3, 4, 5, 6, 7 |
| Gibraltar Capital Management, Inc. | Tulsa | OK | James Redman, President | 2002 | 2 | $5,500 | $148,972 | $1,910 | 1, 2, 3, 4, 5, 6 |
| Zimmerman Wealth Management, LLC | Evanston | IL | Thomas H. Zimmerman, Principal & Managing Member | 2003 | 3 | $10,000 | $124,003 | $1,908 | 1, 2, 3, 4, 5, 6, 7 |
| Horizon Advisors | Houston | TX | Lawrence E. Maddox, President | 1999 | 4 | $6,250 | $167,636 | $1,905 | 1, 2, 3, 4, 5, 6, 7 |
| DCA Global Wealth Management | Norcross | GA | Sean Cook, President | 1987 | 2 | $10,000 | $195,938 | $1,902 | 1, 2, 3, 4, 5, 6, 7 |
| Private Capital Management, Inc. | Larkspur | CA | Joe Ramos, CEO | 1987 | 5 | $10,000 | $76,000 | $1,900 | 1, 2, 3, 4, 5, 6, 7 |
| Warren, Averett, Kimbrough & Marino Wealth Management, LLC. | Birmingham | AL | James A. Warren, CEO | 1999 | 7 | $10,500 | $403,000 | $1,892 | 1, 2, 3, 4, 5, 6, 7 |
| Carolina Capital Consulting, Inc. | Charlotte | NC | Brian H. Fenn, President | 1994 | 1 | $5,000 | $103,558 | $1,883 | 1, 2, 3, 4, 5, 6 |
| Technomart Investment Advisors | Baltimore | MD | Joseph Parnes, President | 1979 | 8 | $0 | $143,823 | $1,868 | 1, 2, 3, 5, 6 |
| Loretta Nolan Associates LLC | Old Greenwich | CT | Loretta Nolan, President | 1997 | 1 | $0 | $50,374 | $1,866 | 1, 2, 3, 4, 5, 6, 7 |
| Keats, Connelly and Associates, LLC | Phoenix | AZ | Dale Walters, CEO | 1990 | 13 | $15,000 | $206,822 | $1,863 | 1, 2, 3, 4, 5, 6, 7 |
| Briaud Financial Advisors | Bryan | TX | Janet Briaud, CEO | 1986 | 8 | $7,500 | $449,767 | $1,859 | 1, 2, 3, 4, 5, 6, 7 |
| Vigilant Capital Management, LLC | Portland | ME | Dan Mulkern, Managing Director | 2002 | 8 | $15,000 | $256,000 | $1,842 | 1, 2, 3, 4, 5, 6, 7 |
| Modera Wealth Management | Westwood | NJ | Thomas Orecchio, President | 1983 | 9 | $10,000 | $469,500 | $1,834 | 1, 2, 3, 4, 5, 6, 7 |
| Schiavi + Dattani | Wilmington | DE | Vincent A. Schiavi, President | 1983 | 4 | $0 | $223,775 | $1,805 | 1, 2, 3, 4, 5, 6, 7 |
| Zdenek Financial Planning, LLC | Flemington | NJ | Albert J. Zdenek, Jr. CPA/PFS, CEO | 1982 | 10 | $20,000 | $189,050 | $1,800 | 1, 2, 3, 4, 5, 6, 7 |
| WESCAP Group | Burbank | CA | Joel Edstrom, Founder & President | 1988 | 5 | $6,250 | $600,600 | $1,782 | 1, 2, 3, 4, 5, 6, 7 |
| Vector Wealth Management | Minneapolis | MN | Thomas G. Fee, Principal & Managing Partner | 1993 | 4 | $0 | $579,199 | $1,777 | 1, 2, 3, 4, 5, 6 |
| Tarpley & Underwood Financial Advisors, LLC | Atlanta | GA | Roger G. Ward, Principal | 1997 | 3 | $20,000 | $166,816 | $1,775 | 1, 2, 3, 4, 5, 6, 7 |
| Ironwood Investment Counsel, LLC | Scottsdale | AZ | Jeffrey Shiffra, Managing Partner | 2001 | 5 | $0 | $414,783 | $1,773 | 1, 2, 3, 4, 5, 6, 7 |
| Diesslin & Associates, Inc. | Fort Worth | TX | David H. Diesslin, CEO & Managing Partner | 1980 | 13 | $8,000 | $523,469 | $1,768 | 1, 2, 3, 4, 5, 6, 7 |
| Pillar Pacific Capital Management, LLC | Daly City | CA | Mindy Ying, President & CEO | 1999 | 6 | $10,000 | $342,000 | $1,763 | 1, 2, 3, 4, 5, 6 |
| Sage Financial Group | Conshohocken | PA | Alan J. Cohn, Co-President | 1989 | 16 | $5,000 | $860,000 | $1,755 | 1, 2, 3, 4, 5, 6, 7 |
| MCS Financial Advisors | Eugene | OR | Michael C. Stalker, CFA, President | 1990 | 2 | $19,000 | $128,269 | $1,733 | 1, 2, 3, 4, 5, 6, 7 |
| CFS Investment Advisory Services, LLC | Totowa | NJ | Greg Makowski/Harris Nydick, Managing Members | 1993 | 3 | $5,000 | $587,445 | $1,718 | 1, 2, 3, 4, 5, 6, 7 |
| Brentwood Advisory Group, LLC | Los Angeles | CA | Carol Fishburn, Managing Partner | 2000 | 1 | $5,000 | $73,289 | $1,704 | 1, 2, 3, 4, 5, 6, 7 |
| Neumann Capital Management, LLC | Foster City | CA | Daniel J Neumann, CFA, Owner & Principal | 1990 | 3 | $9,000 | $151,541 | $1,684 | 1, 2, 3, 4, 5, 6, 7 |
| PDS Planning, Inc. | Columbus | OH | Robert Hamilton, President | 1985 | 7 | $5,000 | $550,292 | $1,628 | 1, 2, 3, 4, 5, 6, 7 |
| Burt Associates, Inc. | Rockville | MD | Fred Cornelius, CFA, CFP, President & CEO | 1972 | 5 | $3,750 | $327,241 | $1,620 | 1, 2, 3, 4, 5, 6, 7 |
| Beaird Harris Wealth Management, Inc. | Dallas | TX | Pat C. Beaird, CPA, PFS, President | 1996 | 6 | $5,000 | $313,526 | $1,608 | 1, 2, 3, 4, 5, 6 |
| West Financial Services | McLean | VA | Glen Buco, President | 1982 | 13 | $0 | $816,222 | $1,607 | 1, 2, 3, 4, 5, 6, 7 |
| Leisure Capital Management, Inc. | Costa Mesa | CA | Marr N. Leisure, President | 2002 | 5 | $0 | $268,000 | $1,605 | 1, 2, 3, 4, 5, 6 |
| Holcombe Financial, Inc. | Atlanta | GA | Russell Holcombe, President | 2007 | 2 | $0 | $144,128 | $1,601 | 1, 2, 3, 4, 5, 6 |
| Novos Planning Associates Inc. | New York | NY | Madeline Noveck, CFP, President | 1985 | 2 | $5,000 | $81,483 | $1,598 | 1, 2, 3, 4, 5, 6 |
| Allodium Investment Consultants | Minneapolis | MN | David J. Bromelkamp, President & CEO | 2005 | 3 | $20,000 | $141,453 | $1,589 | 1, 2, 3, 4, 5, 6 |
| South Texas Money Management, Ltd. | San Antonio | TX | Jeanie Wyatt, CFA, CEO & CIO | 2000 | 28 | $5,000 | $1,649,814 | $1,588 | 1, 2, 3, 4, 5, 6, 7 |
| Heritage Way Advisors, LLC | Rockford | IL | Gary F. Ollmann, President | 2003 | 2 | $10,000 | $107,075 | $1,575 | 1, 2, 3, 4, 5, 6, 7 |
| Roof Advisory Group, Inc. | Harrisburg | PA | E. Jeffrey Roof, President | 1998 | 2 | $7,500 | $170,841 | $1,567 | 1, 2, 3, 4, 5, 6 |
| Ogorek Wealth Management LLC | Williamsville | NY | Anthony J. Ogorek, Operating Manager | 1987 | 3 | $5,000 | $210,655 | $1,560 | 1, 2, 3, 4, 5, 6, 7 |
| Stevens Wealth Management | Deerfield | IL | Sue Stevens, President | 2000 | 3 | $10,000 | $152,253 | $1,554 | 1, 2, 3, 4, 5, 6, 7 |
| Kahler Financial Group, Inc. | Rapid City | SD | Richard Kahler, President | 1992 | 3 | $5,000 | $111,718 | $1,552 | 1, 2, 3, 4, 5, 6 |
| Sovereign Wealth Management, Inc. | Memphis | TN | B. Lane Carrick, Chairman & CEO | 1998 | 13 | $0 | $345,713 | $1,537 | 1, 2, 3, 4, 5, 6, 7 |
| SilverOak Wealth Management | Edina | MN | Shannon King, President | 1999 | 7 | $2,500 | $196,073 | $1,520 | 1, 2, 3, 4, 5, 6, 7 |
| Creative Capital Management | San Diego | CA | Peggy Eddy, President & CEO | 1975 | 3 | $0 | $181,119 | $1,497 | 1, 2, 3, 4, 5, 6, 7 |
| Telemus Capital Partners, LLC | Southfield | MI | James Robinson, CEO & Chief Investment Officer | 2005 | 57 | $1,500 | $1,716,948 | $1,494 | 1, 2, 3, 4, 5, 6 |
| Value Wealth Management LLC | West Des Moines | IA | Jim Thompson, Chief Investment Officer | 1985 | 2 | $5,000 | $81,404 | $1,480 | 1, 2, 3, 4, 5, 6, 7 |
| King Investment Advisors, Inc. | Houston | TX | Roger E. King, Chairman & President | 1981 | 9 | $10,000 | $470,751 | $1,471 | 1, 2, 3, 4, 5, 6, 7 |
| Morton Capital Management | Calabasas | CA | Lon Morton, President & CEO | 1983 | 11 | $5,000 | $859,824 | $1,467 | 1, 2, 3, 4, 5, 6 |
| Schultz Financial Group Inc. | Reno | NV | Russell C. Schultz, CEO | 1982 | 5 | $10,000 | $126,689 | $1,456 | 1, 2, 3, 4, 5, 6, 7 |
| Select Consulting, Inc. | Charlotte | NC | Robert V. Sytz, Jr., President | 1999 | 4 | $2,500 | $429,000 | $1,454 | 1, 2, 3, 4, 5, 6, 7 |
| Carlson Capital Management | Northfield | MN | Gregory A. Carlson, President, Principal & Co-Founder | 1986 | 14 | $10,000 | $729,800 | $1,451 | 1, 2, 3, 4, 5, 6, 7 |
| Abridge Partners | Madison | MS | Gene A. Yates, Jr., Managing Member | 2008 | 2 | $0 | $274,066 | $1,442 | 1, 2, 3, 4, 5, 6, 7 |
| Tegra Financial Partners | Atlanta | GA | Nick Bhandari, Managing Director | 1999 | 11 | $500 | $345,000 | $1,438 | 1 |
| Empyrion Wealth Management | Roseville | CA | Kim Foss Erickson, President, CEO, CFP®, CPWA® | 1989 | 4 | $11,500 | $126,475 | $1,437 | 1, 2, 3, 4, 5, 6, 7 |
| GW & Wade, LLC | Wellesley | MA | Mike Glor, Principal | 1986 | 47 | $0 | $2,702,100 | $1,435 | 1, 2, 3, 4, 5, 6, 7 |
| Lewis Financial Management, LLC | Raleigh | NC | Douglas J. Lewis, CFP, Managing Member | 1983 | 1 | $3,800 | $129,079 | $1,434 | 1, 2, 3, 4, 5, 6, 7 |
| Lexington Wealth Management | Lexington | MA | Michael Tucci, President | 1998 | 7 | $20,000 | $250,000 | $1,412 | 1, 2, 3, 4, 5, 6, 7 |
| Focus Wealth Management, Ltd. | Middleburg | VA | Sandra L. Atkins, President | 1996 | 3 | $0 | $104,798 | $1,397 | 1, 2, 3, 4, 5, 6 |
| Altfest Personal Wealth Management | New York | NY | Lewis Altfest, CEO, CIO & Principal Advisor | 1983 | 14 | $10,000 | $558,900 | $1,394 | 1, 2, 3, 4, 5, 6, 7 |
| Sentinel Wealth Management Inc | Reston | VA | J. Mark Joseph, President | 2002 | 2 | $0 | $99,314 | $1,379 | 1, 2, 3, 4, 5, 6, 7 |
| Yeske Buie Inc | San Francisco | CA | Elissa Buie, CFP, CEO | 1990 | 3 | $0 | $276,012 | $1,360 | 1 |
| Waypoint Wealth Partners LLC | Newport Beach | CA | Ed Runyon, Principal | 2004 | 3 | $9,500 | $129,137 | $1,359 | 1, 2, 3, 4, 5, 6 |
| Sumnicht & Associates, LLC | Appleton | WI | Vernon C. Sumnicht, MBA, CFP, CEO | 1988 | 5 | $0 | $273,034 | $1,358 | 1, 2, 3, 4, 5, 6, 7 |
| Weatherly Asset Management | Del Mar | CA | Carolyn Person Taylor, President | 1994 | 6 | $2,500 | $301,229 | $1,351 | 1, 2, 3, 4, 5, 6, 7 |
| Baker Tilly Investment Advisors, LLC | Madison | WI | Steve Parish, President | 1997 | 25 | $3,000 | $1,194,981 | $1,334 | 1, 2, 3, 4, 5, 6, 7 |
| Starmont Asset Management LLC | San Ramon | CA | Harvey A. Rowen, CEO & Chief Investment Officer | 1998 | 6 | $0 | $100,139 | $1,318 | 1, 2, 3, 4, 5, 6, 7 |
| Sather Financial Group, Inc. | Victoria | TX | Dave Sather, President | 1999 | 3 | $5,000 | $161,285 | $1,311 | 1, 2, 3, 4, 5, 6, 7 |
| The L. Warner Companies, Inc. | Timonium | MD | Lee W. Warner, Chairman & CEO | 1992 | 9 | $0 | $248,401 | $1,307 | 1, 2, 3, 4, 5, 6, 7 |
| Hopwood Financial Services, Inc. | Great Falls | VA | Herbert G. Hopwood, CFP, CFA, President | 2003 | 4 | $0 | $148,975 | $1,307 | 1, 2, 3, 4, 5, 6, 7 |
| Tortoise Investment Management, LLC | White Plains | NY | Ian Yankwitt, President & Portfolio Manager | 2004 | 2 | $10,000 | $205,130 | $1,307 | 1, 2, 3, 4, 5, 6, 7 |
| The Lubitz Financial Group | Miami | FL | Linda Lubitz Boone, President | 1994 | 2 | $10,000 | $128,000 | $1,306 | 1, 2, 3, 4, 5, 6, 7 |
| Carnegie Investment Counsel | Beachwood | OH | Richard L. Alt, Chief Investment Officer | 1974 | 9 | $5,000 | $201,914 | $1,303 | 1, 2, 3, 4, 5, 6, 7 |
| GDM Advisory Group, Ltd. | Jenkintown | PA | Glenn Meyer, President | 1993 | 1 | $3,000 | $285,000 | $1,295 | 1, 2, 3, 4, 5, 6, 7 |
| YellowWood Financial Advisors, Inc. | Gaithersburg | MD | Brian Lipton, President | 1993 | 4 | $5,000 | $100,532 | $1,289 | 1, 2, 3, 4, 5, 6, 7 |
| Flagship Capital Management | Media | PA | Tom Goldsmith, President | 1990 | 4 | $2,500 | $126,000 | $1,286 | 1, 2, 3, 4, 5, 6, 7 |
| FGMK/Preservation Capital Partners, LLC | Bannockburn | IL | Randal Golden, Managing Director | 2006 | 2 | $5,000 | $156,489 | $1,283 | 1, 2, 3, 4, 5, 6, 7 |
| Legend Financial Advisors, Inc.® | Pittsburgh | PA | Lou Stanasolovich, CEO & President | 1994 | 5 | $10,000 | $357,358 | $1,272 | 1, 2, 3, 4, 5, 6, 7 |
| Emerson Investment Management, Inc. | Boston | MA | Bradford A. Gardner, President & Managing Director | 1985 | 5 | $6,000 | $453,000 | $1,258 | 1, 2, 3, 4, 5, 6, 7 |
| Legacy Wealth Management | Memphis | TN | James Isaacs, President | 1982 | 15 | $5,000 | $660,978 | $1,254 | 1, 2, 3, 4, 5, 6 |
| IRON Financial, LLC. | Northbrook | IL | Paul Travlos, CEO | 1994 | 7 | $0 | $1,052,000 | $1,252 | 1, 2, 3, 4, 5, 6 |
| Tobias Financial Advisors | Plantation | FL | Benjamin A Tobias, President | 1980 | 2 | $7,500 | $140,295 | $1,242 | 1, 2, 3, 4, 5, 6, 7 |
| Bernhardt Wealth Management, Inc. | McLean | VA | Gordon J. Bernhardt, President & CEO | 1994 | 2 | $10,000 | $122,801 | $1,240 | 1, 2, 3, 4, 5, 6, 7 |
| LBA Wealth Management | Jacksonville | FL | David T Albaneze CFA, Chief Investment Strategist | 2008 | 2 | $5,000 | $207,669 | $1,214 | 1, 2, 3, 4, 5, 6, 7 |
| Financial Management Group, Inc. | Cincinnati | OH | Brett P. Wilder, CFP, President & CEO | 1989 | 5 | $5,000 | $172,816 | $1,209 | 1, 2, 3, 4, 5, 6, 7 |
| Professional Financial Strategies, Inc. | Pittsford | NY | Paul Byron Hill CFP, President | 1993 | 3 | $8,000 | $90,612 | $1,208 | 1, 2, 3, 4, 5, 6, 7 |
| WheelerFrost | San Diego | CA | Peter Wheeler, CEO | 1982 | 4 | $10,000 | $138,706 | $1,206 | 1, 2, 3, 4, 5, 6 |
| Blankinship & Foster, LLC | Solana Beach | CA | Stefan Prvanov, President & CEO | 1989 | 8 | $0 | $283,000 | $1,204 | 1, 2, 3, 4, 5, 6, 7 |
| Hammel Financial Advisory Group, LLC | Brentwood | TN | Melissa K. Hammel, Certified Financial Planner | 1985 | 2 | $10,000 | $101,980 | $1,200 | 1, 2, 3, 4, 5, 6 |
| Austin Asset Management Company | Austin | TX | W. Eric Hehman, CEO | 1988 | 15 | $5,000 | $339,722 | $1,192 | 1, 2, 3, 4, 5, 6, 7 |
| Moss Adams Wealth Advisors LLC | Seattle | WA | Rebecca Pomering, CEO | 1988 | 20 | $0 | $812,769 | $1,175 | 1, 2, 3, 4, 5, 6, 7 |
| Jentner Financial Group | Akron | OH | Bruce A. Jentner, President | 1984 | 2 | $6,000 | $153,833 | $1,174 | 1, 2, 3, 4, 5, 6, 7 |
| Fox, Joss & Yankee, LLC | Reston | VA | Marjorie L. Fox, Partner, CEO, & Senior Financial Advisor | 2006 | 5 | $10,000 | $260,093 | $1,161 | 1, 2, 3, 4, 5, 6 |
| KHC Wealth Management Services | Overland Park | KS | Stewart S. Koesten, President | 1997 | 7 | $6,000 | $195,000 | $1,154 | 1, 2, 3, 4, 5, 6 |
| Halpern Financial, Inc. | Rockville | MD | Ted Halpern, President | 1998 | 2 | $6,000 | $145,078 | $1,151 | 1, 2, 3, 4, 5, 6, 7 |
| Mission Wealth Management, LLC | Santa Barbara | CA | Seth Streeter, President | 2000 | 9 | $10,000 | $452,100 | $1,145 | 1, 2, 3, 4, 5, 6, 7 |
| Oak Financial Group, Inc. | Stamford | CT | Neil D. Hackman, President & CEO | 1990 | 4 | $5,000 | $269,070 | $1,135 | 1, 2, 3, 4, 5, 6 |
| Willow Creek Financial Services, Inc. | Sebastopol | CA | Bruce Ezieza, PRESIDENT | 1984 | 6 | $5,000 | $427,089 | $1,127 | 1, 2, 3, 4, 5, 6, 7 |
| Wechter Feldman Wealth Management, Inc. (formerly Wechter Financial Services, Inc.) | Parsippany | NJ | David M. Feldman, CFP, President & Senior Wealth Manager | 1984 | 3 | $5,000 | $155,303 | $1,125 | 1, 2, 3, 4, 5, 6, 7 |
| Greenspring Wealth Management | Towson | MD | Patrick Collins, Principal | 2004 | 3 | $5,000 | $136,195 | $1,064 | 1, 2, 3, 4, 5, 6, 7 |
| Martin Thomas Wealth Management | Palo Alto | CA | Thomas McGuirk, Principal | 2008 | 4 | $8,500 | $108,940 | $1,123 | 1, 2, 3, 4, 5, 6, 7 |
| TD Capital Management LLC | Memphis | TN | L. Douglas Smith, Managing Director | 1996 | 7 | $0 | $371,824 | $1,120 | 1, 2, 3, 4, 5, 6 |
| SFMG Wealth Advisors | Plano | TX | Kevin Margolis, CEO | 1995 | 7 | $5,000 | $395,684 | $1,099 | 1, 2, 3, 4, 5, 6, 7 |
| c5 Wealth Management, LLC | Great Falls | VA | Paul Bennett, Managing Partner | 2006 | 4 | $10,000 | $219,338 | $1,091 | 1, 2, 3, 4, 5, 6, 7 |
| Berno Financial Management, Inc. | Cincinnati | OH | Bruce J. Berno, President | 1993 | 2 | $7,200 | $80,240 | $1,084 | 1, 2, 4 |
| JFS Wealth Advisors, LLC | Hermitage | PA | Robert Jazwinski, President | 1986 | 11 | $0 | $747,460 | $1,077 | 1, 2, 3, 4, 5, 6 |
| The Darrow Company Inc. | Concord | MA | Thomas McFarland, President | 1987 | 3 | $0 | $107,148 | $1,071 | 1, 2, 3, 4, 5, 6, 7 |
| Firestone Capital Management, Inc. | Coral Gables | FL | Jack M. Firestone, President | 1991 | 4 | $0 | $215,812 | $1,063 | 1, 2, 3, 4, 5, 6 |
| The Arkansas Financial Group | Little Rock | AR | Rick Adkins, President & CEO | 1982 | 4 | $600 | $215,466 | $1,056 | 1, 2, 3, 4, 5, 6, 7 |
| JWA Financial Group, Inc. | Dallas | TX | James N. Whiddon, Owner & CEO | 1986 | 6 | $5,000 | $325,704 | $1,051 | 1, 2, 3, 4, 5, 6, 7 |
| Summit Financial Strategies, Inc. | Columbus | OH | Ted K. Saneholtz, President | 1995 | 13 | $2,500 | $444,114 | $1,047 | 1, 2, 3, 4, 5, 6 |
| Foster Group | West Des Moines | IA | Mark Stadtlander, President & CEO | 1989 | 11 | $10,000 | $846,829 | $1,045 | 1, 2, 3, 4, 5, 6, 7 |
| Petersen Hastings Investment Management | Kennewick | WA | Jeffrey C. Petersen, President | 1962 | 7 | $5,000 | $332,222 | $1,022 | 1, 2, 3, 4, 5, 6, 7 |
| Krasney Financial, LLC | Mendham | NJ | Jonathan S. Krasney, President | 1987 | 5 | $2,500 | $234,136 | $1,009 | 1, 2, 3, 4, 5, 6, 7 |
| Sanders Financial Management, Inc. | Norcross | GA | Emily C. Sanders, CPA, President & CEO | 1994 | 5 | $4,500 | $164,930 | $1,006 | 1, 2, 3, 4, 5, 6 |
| The Windsor Group, Ltd. | Indianapolis | IN | Management team, | 1986 | 8 | $3,500 | $528,002 | $1,004 | 1, 2, 3, 4, 5, 6, 7 |
| Phillips Financial Services | Fort Wayne | IN | Rick Phillips, CEO | 2001 | 9 | $1,000 | $396,193 | $1,003 | 1, 2, 3, 4, 5, 6, 7 |
| Leonetti & Associates, LLC | Buffalo Grove | IL | Michael E. Leonetti, CEO | 1982 | 10 | $0 | $396,881 | $997 | 1, 2, 3, 4, 5, 6, 7 |
| Money Consultants, Inc. | Fairfield | CT | Christopher J. Neubert, J.D., CFP, President | 1980 | 8 | $5,000 | $199,000 | $995 | 1, 2, 3, 4, 5, 6, 7 |
| R. E. Wacker Associates | San Luis Obispo | CA | Bob Wacker, President & CIO | 1987 | 8 | $3,000 | $429,856 | $993 | 1, 2, 3, 4, 5, 6, 7 |
| Greenleaf & Burleson Wealth Management, LLC | Petaluma | CA | James D. Burleson, Principal | 2004 | 3 | $5,000 | $139,000 | $986 | 1, 2, 3, 4, 5, 6 |
| Joseph Capital Management, LLC | Hernando | FL | Michael J. Tringali, Managing Director | 2001 | 7 | $4,400 | $111,712 | $980 | 1, 2, 3, 4, 5, 6 |
| WJ Interests | Sugar Land | TX | Jared Jameson, Chief Investment Officer | 1997 | 3 | $5,000 | $133,243 | $980 | 1, 2, 3, 4, 5, 6 |
| Securus Wealth Management | Plymouth | MN | Jim Goodland, CEO | 2006 | 18 | $7,500 | $236,712 | $978 | 1, 2, 3, 4, 5, 6, 7 |
| Stonegate Wealth Management, LLC | Fair lawn | NJ | Stephen Craffen, Managing Member | 1993 | 8 | $10,000 | $215,000 | $977 | 1, 2, 3, 4, 5, 6, 7 |
| Puckett Financial Advisors, LLC | Oklahoma City | OK | Brian Puckett, Managing Principal & Financial Advisor | 1994 | 3 | $3,960 | $106,250 | $975 | 1, 2, 3, 4, 5, 6 |
| Harbor Financial Group, Inc. | Boulder | CO | Elyse D. Foster, CFP, President | 1987 | 4 | $5,000 | $95,273 | $972 | 1, 2, 3, 4, 5, 6, 7 |
| Investor's Capital Management, LLC | Menlo Park | CA | , | 1999 | 3 | $5,000 | $212,600 | $966 | 1, 2, 3, 4, 5, 6, 7 |
| Paradigm Financial Advisors, LLC | Des Peres | MO | Robert J. Spindel, Managing Member | 1997 | 2 | $0 | $108,215 | $966 | 1, 2, 3, 4, 5, 6, 7 |
| Summit Asset Management LLC | Memphis | TN | Stephen H. Rhea & S. Alexander Thompson, III, Co-Presidents | 1990 | 6 | $1,000 | $374,438 | $955 | 1, 2, 3, 4, 5, 6, 7 |
| Hamilton Capital Management, Inc. | Columbus | OH | R. Matthew Hamilton, CEO | 1997 | 17 | $0 | $659,223 | $953 | 1, 2, 3, 4, 5, 6, 7 |
| Milwaukee Private Wealth Management, Inc. | Mequon | WI | Jeffrey R. Geygan, President & Senior Portfolio Manager | 2007 | 3 | $7,500 | $88,240 | $949 | 1, 2, 3, 4, 5, 6 |
| Mark Sheptoff Financial Planning, LLC | Glastonbury | CT | Mark Sheptoff, MANAGING MEMBER | 1997 | 1 | $0 | $125,000 | $947 | 1, 2, 3, 4, 5, 6, 7 |
| Focus Financial Advisors Inc | Rockford | IL | Frederick E. Raffety, President | 1984 | 3 | $0 | $102,622 | $941 | 1, 2, 3, 4, 5, 6, 7 |
| PacWest Financial Management, Inc. | Phoenix | AZ | Grace Lau, CEO | 1997 | 5 | $3,000 | $201,377 | $941 | 1, 2, 3, 4, 5, 6, 7 |
| Appleton Group Wealth Management, LLC | Appleton | WI | Mark Scheffler, Senior Portfolio Manager & Founder | 2002 | 4 | $0 | $134,000 | $937 | 1, 2, 3, 4, 6, 7 |
| Heritage Financial Services, Inc. | Norwood | MA | Charles S. Bean, III, CEO & President | 1990 | 10 | $0 | $558,607 | $931 | 1, 2, 3, 4, 5, 6, 7 |
| RPH Financial Services, Inc. | Sciota | PA | Robert P. Hanlon Jr. CFP, MSFS, President | 1990 | 5 | $3,000 | $103,278 | $930 | 1, 2, 3, 4, 5, 6 |
| Burns Matteson Capital Management | Corning | NY | William B. Burns, Jr., | 2000 | 2 | $15,000 | $128,256 | $929 | 1, 2, 3, 4, 5, 6, 7 |
| Grand Wealth Management, LLC | Grand Rapids | MI | Jeffrey S. Williams, President | 2004 | 2 | $10,000 | $121,988 | $924 | 1, 2, 3, 5, 6, 7 |
| Strategic Wealth Management Group | Columbia | MD | Shaun Eddy , Managing Partner | 1991 | 18 | $5,000 | $634,743 | $913 | 1, 2, 3, 4, 5, 6, 7 |
| R.W. Roge & Company, Inc | Bohemia | NY | Ronald W. Roge, Chairman & CEO | 1986 | 5 | $12,000 | $200,000 | $913 | 1, 2, 3, 4, 5, 6, 7 |
| Signature Estate & Investment Advisors, LLC | Los Angeles | CA | Brian D. Holmes, President & CEO | 1997 | 19 | $3,500 | $1,520,610 | $905 | 1, 2, 3, 4, 5, 6 |
| Larry Heller & Associates | Melville | NY | Larry Heller, President | 1992 | 2 | $4,000 | $61,412 | $903 | 1, 2, 3, 4, 5, 6 |
| TCI Wealth Advisors, Inc. | Tucson | AZ | Robert Swift, President | 1990 | 11 | $0 | $844,014 | $894 | 1, 2, 3, 4, 5, 6, 7 |
| Barnes Investment Advisory, Inc. | Phoenix | AZ | Kathie Beck Barnes, CFP, President | 1989 | 3 | $5,000 | $118,801 | $880 | 1, 2, 3, 4, 5, 6, 7 |
| MJB Asset Management, LLC | New York | NY | Richard Bregman, CEO | 1997 | 1 | $0 | $89,718 | $880 | 1, 2, 3, 4, 5, 6, 7 |
| Creative Planning | Leawood | KS | Peter Mallouk, President | 1983 | 15 | $0 | $1,149,064 | $877 | 1, 2, 3, 4, 5, 6 |
| Cypress Advisory Services Ltd., LLP | Houston | TX | Paul E. Palmer, Jr., Managing Principal | 1993 | 2 | $5,000 | $51,400 | $871 | 1, 2, 3, 4, 5, 6 |
| Enright Premier Wealth Advisors | Torrance | CA | Brian E Parker, Managing Director | 1982 | 14 | $3,000 | $800,000 | $865 | 1, 2, 3, 4, 5, 6 |
| Searcy Financial Services, Inc. | Overland Park | KS | Michael J. Searcy, President | 1976 | 4 | $5,000 | $110,600 | $857 | 1, 2, 3, 4, 5, 6 |
| Ivy League Financial Advisors LLC | Rockville | MD | Christopher Brown, President | 1999 | 2 | $0 | $76,222 | $856 | 1, 2, 3, 4, 5, 6, 7 |
| Buffington Mohr McNeal | Boise | ID | Dean Buffington, Bruce Mohr, Carey McNeal, Partner | 1998 | 6 | $0 | $244,431 | $846 | 1, 2, 3, 4, 5, 6, 7 |
| Ritter Daniher Financial Advisory, LLC | Cincinnati | OH | John K. Ritter, CFP, CFS, Managing Partner | 1999 | 4 | $6,000 | $119,185 | $845 | 1, 2, 3, 4, 5, 6, 7 |
| Geier Asset Management, Inc. | Marriottsville | MD | Joseph N. Geier, President | 1999 | 7 | $7,500 | $151,324 | $836 | 1, 2, 3, 4, 5, 6, 7 |
| International Capital Management Corp | Dallas | TX | Ralph B. Heffelman, President, CEO & CIO | 1974 | 3 | $0 | $79,798 | $823 | 1, 2, 3, 4, 5, 6, 7 |
| Herbein Wealth Management, LLC | Wyomissing | PA | William A. Morgan, President | 2000 | 3 | $7,500 | $191,577 | $822 | 1, 2, 3, 4, 5, 6, 7 |
| Samalin Investment Counsel, LLC | Mt. Kisco | NY | Andrew Samalin, Principal | 2007 | 2 | $0 | $87,900 | $821 | 1, 2, 3, 4, 5, 6, 7 |
| Harris Financial Advisors, Inc. | Torrance | CA | Mary Harris, CFP, President | 1992 | 6 | $0 | $186,323 | $817 | 1, 2, 3, 4, 5, 6, 7 |
| Spraker Wealth Management, Inc. | Maitland | FL | Susan Spraker, President & CEO | 2008 | 5 | $6,000 | $57,891 | $815 | 1, 2, 3, 4, 5, 6, 7 |
| Reilly Financial Advisors | La Mesa | CA | Frank Reilly, President | 1999 | 6 | $0 | $240,759 | $813 | 1, 2, 3, 4, 5, 6 |
| KMH Wealth Management, LLC | Victoria | TX | Thomas Lane Keller, Owner | 1998 | 5 | $1,000 | $134,394 | $810 | 1, 2, 3, 4, 5, 6, 7 |
| Greystone Financial Group, Inc. | Troy | MI | John E. Mullins, President | 1995 | 5 | $3,125 | $274,000 | $806 | 1, 2, 3, 4, 5, 6, 7 |
| Medley & Brown, LLC | Ridgeland | MS | Tim C. Medley, Managing Member | 1988 | 5 | $0 | $395,766 | $804 | 1, 2, 3, 4, 5, 6, 7 |
| TriCapital Advisors, Inc. | North Bethesda | MD | Mark Schwartz, President & CCO | 1993 | 5 | $0 | $142,649 | $801 | 1, 2, 3, 4, 5, 6, 7 |
| Grimes & Company, Inc. | Westborough | MA | Timothy J Grimes CFP, President | 1988 | 9 | $0 | $845,873 | $779 | 1, 2, 3, 4, 5, 6 |
| Otto & Associates, Inc. | Katonah | NY | David W. Otto, President | 1991 | 3 | $2,500 | $80,664 | $768 | 1, 2, 3, 4, 5, 6, 7 |
| Curran & Lewis Investment Management Inc | Menlo Park | CA | James P. Curran, President | 1996 | 3 | $0 | $115,834 | $767 | 1, 2, 3, 4, 5, 6, 7 |
| Meg Green and Associates | North Miami Beach | FL | Todd Battaglia , President | 1984 | 5 | $0 | $230,000 | $767 | 1, 2, 3, 4, 5, 6, 7 |
| CRA Financial LLC | Northfield | NJ | Matthew J. Reynolds CPA, CFP, Co-Managing Partner | 2000 | 2 | $0 | $213,593 | $763 | 1, 2, 3, 4, 5, 6, 7 |
| William Mack & Associates, Inc. | Troy | MI | William Mack, President | 1992 | 4 | $0 | $364,209 | $748 | 1, 2, 3, 4, 5, 6, 7 |
| Harold C. Brown & Co., LLC | Buffalo | NY | Michael J. Pratt, Managing Partner | 1932 | 24 | $2,000 | $761,678 | $732 | 1, 2, 3, 4, 5, 6, 7 |
| Ruggie Wealth Management | Tavares | FL | Thomas H. Ruggie, ChFC, CFP, President | 1991 | 6 | $0 | $202,124 | $730 | 1, 2, 3, 4, 5, 6, 7 |
| Glass Jacobson Investment Advisors, LLC | Owings Mills | MD | Jonathan S. Dinkins, Managing Member & CEO | 1998 | 10 | $0 | $180,148 | $721 | 1, 2, 3, 4, 5, 6 |
| Tull Financial Group, Inc. | Chesapeake | VA | Robert W. Tull, Jr., President & CEO | 1989 | 3 | $2,500 | $79,344 | $708 | 1, 2, 3, 4, 5, 6 |
| TGS Financial Advisors | Radnor | PA | James S. Hemphill, Chief Investment Strategiest & Managing Director | 1990 | 4 | $2,500 | $192,485 | $703 | 1, 2, 3, 4, 5, 6, 7 |
| Moneywise, Inc. dba Huff, Stuart & Carlton | Forest | VA | Rick Huff, President | 1983 | 5 | $5,000 | $114,548 | $690 | 1, 2, 3, 4, 5, 6, 7 |
| Ballew/Russell, Inc. | Jackson | MS | C. Brooks Mosley, President & CEO | 1991 | 8 | $0 | $348,940 | $684 | 1, 2, 3, 4, 5, 6, 7 |
| Sunrise Advisors | Leawood | KS | David P. Scott, Chairman & Chief Investment Officer | 1993 | 3 | $0 | $170,500 | $682 | 1, 2, 3, 4, 5, 6, 7 |
| Anderson, Riley & Spoor, P.A. | St. Petersburg | FL | Anthony Anderson, President | 1997 | 3 | $4,000 | $136,389 | $682 | 1, 2, 3, 4, 5, 6, 7 |
| Rodgers & Associates | Lancaster | PA | Rick Rodgers, President | 1996 | 4 | $0 | $279,440 | $675 | 1, 2, 3, 4, 5, 6, 7 |
| The H Group, Inc | Portland | OR | Brent Hicks, CEO | 1991 | 14 | $0 | $774,653 | $675 | 1, 2, 3, 4, 5, 6, 7 |
| Financial Connections Group, Inc. | Corte Madera | CA | Jill D. Hollander, President | 2000 | 3 | $5,000 | $117,118 | $673 | 1, 2, 3, 4, 5, 6, 7 |
| Moisand Fitzgerald Tamayo, LLC | Maitland | FL | Charlie Fitzgerald, Principal | 1998 | 4 | $0 | $175,646 | $663 | 1, 2, 3, 4, 5, 6, 7 |
| WS Investment Advisors, LLC | Greenwood Village | CO | Stephen L Wenner, Managing Partner | 1999 | 9 | $2,000 | $168,185 | $660 | 1, 2, 3, 4, 5, 6, 7 |
| Paragon Wealth Management | Provo | UT | David A. Young, President | 1993 | 2 | $0 | $63,906 | $659 | 1, 2, 3, 4, 5, 6, 7 |
| Resnick Investment Advisors, LLC | Westport | CT | Joseph McBride, Managing Director | 1990 | 17 | $3,125 | $556,806 | $657 | 1, 2, 3, 4, 5, 6, 7 |
| Ken Stern & Associates, Inc. | San Diego | CA | Kenneth A. Stern, Founder, CEO & Managing Director | 1998 | 10 | $0 | $184,452 | $649 | 1, 2, 3, 4, 5, 6, 7 |
| Lauterbach Financial Advisors, LLC | El Paso | TX | David Lindau, CPA, CFP, CVA, President | 1999 | 3 | $0 | $164,074 | $649 | 1, 2, 3, 4, 5, 6, 7 |
| Hoxton Financial, Inc. | Shepherdstown | WV | Archibald R. Hoxton, IV, President & CEO | 1992 | 3 | $7,500 | $168,563 | $646 | 1, 2, 3, 4, 5, 6, 7 |
| Blue Chip Partners, Inc. | Farmington Hills | MI | Robert Steinberg, Principal & Advisor | 1993 | 2 | $0 | $85,000 | $625 | 1, 2, 3, 4, 5, 6, 7 |
| McDermott Advisory Group, LLC | Wilmington | DE | Daniel M. McDermott, Owner | 1999 | 2 | $1,500 | $60,536 | $624 | 1, 2, 3, 4, 5, 6, 7 |
| Baron Financial Group, LLC | Fair Lawn | NJ | Victor Cannillo, Partner | 2007 | 4 | $5,000 | $96,400 | $622 | 1, 2, 3, 4, 5, 6 |
| Financial Service Group, Inc. | Racine | WI | Michael Haubrich, President | 1981 | 2 | $5,000 | $97,577 | $622 | 1, 2, 3, 4, 5, 6, 7 |
| AM&M Financial Services | Pittsford | NY | Thomas J. Rogers, CPA, CFP, President & CEO | 1977 | 28 | $1,500 | $517,799 | $614 | 1, 2, 3, 4, 5, 6, 7 |
| Vintage Financial Services | Ann Arbor | MI | Frank Moore, CEO | 1985 | 3 | $2,500 | $149,356 | $597 | 1, 2, 3, 4, 5, 6, 7 |
| Bolen | Dodson & Associates | Brentwood | TN | Robert V. Bolen, President | 2003 | 2 | $3,000 | $62,597 | $596 | 1, 2, 3, 4, 5, 6, 7 |
| Richard P. Slaughter Associates, Inc. | Austin | TX | Brooks C. Slaughter, President | 1991 | 6 | $0 | $201,863 | $577 | 1, 2, 3, 4, 5, 6, 7 |
| Polaris Equity Management | San Francisco | CA | Jeffrey Powell, CEO | 1998 | 4 | $0 | $170,000 | $486 | 1, 2, 3, 4, 5, 6 |
| Mutual Fund Management Co. | Troy | MI | Frank S. Arvai, President | 1992 | 3 | $1,000 | $141,798 | $558 | 1, 2, 3, 4, 5, 6 |
| Family Wealth Advisory Group, LLC | Cincinnati | OH | Robert J Grossheim, Owner & Lead Advisor | 2004 | 3 | $2,500 | $75,942 | $554 | 1, 2, 3, 4, 5, 6, 7 |
| McCarthy Asset Management, Inc. | Redwood Shores | CA | Steve McCarthy, President | 1999 | 2 | $3,500 | $106,590 | $544 | 1, 2, 3, 4, 5, 6 |
| Brown Financial Advisory, Inc. | Fairhope | AL | John A. Brown, Owner & President | 1986 | 2 | $0 | $80,963 | $533 | 1, 2, 3, 4, 5, 6 |
| Sard Wealth Management Group, llC | Atlanta | GA | Jonathan Sard, President | 1993 | 1 | $0 | $92,155 | $527 | 1, 2, 3, 4, 5, 6, 7 |
| Roseman Wagner Wealth Management | Loomis | CA | Scott Roseman, Director-Senior Portfolio Manager | 2008 | 2 | $0 | $86,357 | $527 | 1, 2, 3, 4, 5, 6, 7 |
| Morris Financial Concepts, Inc | Mt. Pleasant | SC | Kyra H. Morris, CFP, EA, President | 1987 | 5 | $8,500 | $106,602 | $515 | 1, 2, 3, 4, 5, 6 |
| Guidant Wealth Advisors | Palatine | IL | Frank Patzke, President & CFP | 1993 | 8 | $0 | $132,000 | $502 | 1, 2, 3, 4, 5, 6, 7 |
| Kasanow & Associates: Wealth Management | Honolulu | HI | Harry G. Kasanow CFP, President & CEO | 1985 | 2 | $0 | $54,770 | $498 | 1, 2, 3, 4, 5, 6, 7 |
| Arista Wealth Advisors | Albany | NY | Timothy E. Casserly, President | 1988 | 8 | $0 | $147,594 | $476 | 1, 2, 3, 4, 5, 6, 7 |
| Mark J. Snyder Financial Services, Inc. | Medford | NY | Mark J. Snyder, President | 1991 | 2 | $0 | $203,119 | $470 | 1, 2, 3, 4, 5, 6 |
| Schroeder, Braxton & Vogt Inc. | Amherst | NY | Rosanne Braxton, President | 1980 | 4 | $1,000 | $204,707 | $470 | 1, 2, 3, 4, 5, 6 |
| Horan Capital Management, LLC | Baltimore | MD | Patrick Horan, President & CEO | 1995 | 11 | $0 | $387,891 | $462 | 1, 2, 3, 4, 5, 6, 7 |
| Pinnacle Investment Management | Simsbury | CT | John Eckel , President | 1991 | 4 | $2,500 | $105,910 | $457 | 1, 2, 3, 4, 5, 6, 7 |
| Northern Financial Advisors | Franklin | MI | Christine Isham, President | 2002 | 6 | $3,300 | $150,443 | $456 | 1, 2, 3, 4, 5, 6, 7 |
| Altrius Capital Management | New Bern | NC | James M. Russo, President | 1997 | 4 | $0 | $105,745 | $454 | 1, 2, 3, 4, 5, 6, 7 |
| Sheaff Brock Investment Advisors, LLC | Indianapolis | IN | David S. Gilreath, Managing Director | 2001 | 5 | $0 | $201,000 | $437 | 1, 2, 3, 4, 5, 6 |
| Zeller Kern Private Wealth Management Inc. | Gold River | CA | Steven E. Zeller, President & CEO | 2007 | 4 | $0 | $77,056 | $430 | 1, 2, 3, 4, 5, 6, 7 |
| Fragasso Financial Advisors | Pittsburgh | PA | Robert Fragasso, CEO | 1972 | 17 | $0 | $618,929 | $425 | 1, 2, 3, 4, 5, 6, 7 |
| Asset Planning Inc. | Cypress | CA | Sandra C. Field, President | 1998 | 3 | $100,000 | $75,147 | $411 | 1, 2, 3, 4, 5, 6, 7 |
| LifePlan Financial Group, Inc. | Miamisburg | OH | Dan L. Hypes, CEO | 1989 | 6 | $2,500 | $158,947 | $376 | 1, 2, 3, 4, 5, 6, 7 |
| Horowitz & Company | Weston | FL | Andrew Horowitz, President | 1990 | 2 | $0 | $75,000 | $375 | 1, 2, 3, 4, 5, 6, 7 |
| Winch Financial | Appleton | WI | Christina Winch, CEO | 1979 | 7 | $0 | $165,162 | $338 | 1, 2, 3, 4, 5, 6 |
| Karn, Couzens & Associates, Inc. | Farmington | CT | Robert A. Karn, Partner | 1987 | 4 | $0 | $135,250 | $338 | 1, 2, 3, 4, 5, 6 |
| Voso Financial Advisers | Frederick | MD | Scott A. McCaskill, Director & Partner | 1983 | 5 | $0 | $154,685 | $297 | 1, 2, 3, 4, 5, 6, 7 |
| Sequoia Financial Group | Akron | OH | Thomas A Haught, President | 1991 | 13 | $0 | $333,142 | $282 | 1, 2, 3, 4, 5, 6, 7 |
| The Mutual Fund Store | Overland Park | KS | Adam Bold, CEO | 1996 | 100 | $750 | $4,719,268 | $171 | 1, 2, 3, 4, 5, 6, 7 |
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2 = Estate Planning
3 = Tax Planning
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