2010 Top Wealth Manager Rankings

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2010 Top Wealth Managers
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Services Offered

1 = Investment Management
2 = Estate Planning
3 = Tax Planning
4 = Risk Management
5 = Philanthropy
6 = Family and Legacy
7 = Other
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 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 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 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 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 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 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 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 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 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 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 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 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. 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 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 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 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 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 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 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 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 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 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. 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 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. 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 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 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 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 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 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 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 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 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. 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 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. 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 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 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 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 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 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 Aspiriant San Francisco CA Rob Francais, CEO 1991 52 $0 $3,958,301 $9,425 1, 2, 3, 4, 5, 6, 7
WTAS LLC 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 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 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 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 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 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 Bridgecreek Investment Management Tulsa OK Chuck Fuller, CEO 2004 2 $0 $360,572 $6,439 1, 2, 3, 4, 5, 6
Highline Wealth Management 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 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 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 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 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 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 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 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. 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 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 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 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 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. 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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. 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 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 Greenfield Seitz Capital Management Dallas TX , 2009 2 $10,000 $198,420 $3,307 1, 2, 3, 4, 5, 6, 7
Halbert Hargrove 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. 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. 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 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. 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 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 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 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. 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 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. 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 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 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 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 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 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 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 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 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 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 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. 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 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 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 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 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. 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 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. 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. 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 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 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 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 Old North Advisors Boston MA William Peck, President 2005 4 $10,000 $186,000 $2,090 1, 2, 3, 4, 5, 6
Brightworth, LLC 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 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 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 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 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 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 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 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. 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 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 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 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. 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. 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. 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 Technomart Investment Advisors Baltimore MD Joseph Parnes, President 1979 8 $0 $143,823 $1,868 1, 2, 3, 5, 6
Loretta Nolan Associates LLC 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 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 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 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 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 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 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 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 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 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 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. 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 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 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 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 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 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 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. 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. 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. 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 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. 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. 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. 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 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. 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 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. 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 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 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. 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. 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 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 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 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 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. 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 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. 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. 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 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 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 Tegra Financial Partners Atlanta GA Nick Bhandari, Managing Director 1999 11 $500 $345,000 $1,438 1
Empyrion Wealth Management 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 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 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 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. 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 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 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 Yeske Buie Inc San Francisco CA Elissa Buie, CFP, CEO 1990 3 $0 $276,012 $1,360 1
Waypoint Wealth Partners LLC 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 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 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 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 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. 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. 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. 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 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 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 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. 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. 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 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 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. 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. 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 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. 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 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. 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 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. 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. 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 WheelerFrost San Diego CA Peter Wheeler, CEO 1982 4 $10,000 $138,706 $1,206 1, 2, 3, 4, 5, 6
Blankinship & Foster, LLC 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 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 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 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 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 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 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. 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 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. 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. 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.) 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 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 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 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 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 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. 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 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. 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. 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 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. 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. 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 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 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 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. 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. 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 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 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. 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 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 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 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 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 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 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 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. 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 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 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 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. 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. 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 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 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. 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 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. 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. 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 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 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 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 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 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 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. 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. 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 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 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 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 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. 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 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 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 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. 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 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 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 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. 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. 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 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 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. 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 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. 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. 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. 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 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 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 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. 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 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 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 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. 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 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 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. 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 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. 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 Rodgers & Associates Lancaster PA Rick Rodgers, President 1996 4 $0 $279,440 $675 1, 2, 3, 4, 5, 6, 7
The H Group, Inc 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. 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 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 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 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 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. 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 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. 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. 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 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 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. 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 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 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 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. 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 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. 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 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. 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. 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 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 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 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 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 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 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. 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. 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 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 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 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 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 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. 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 Fragasso Financial Advisors Pittsburgh PA Robert Fragasso, CEO 1972 17 $0 $618,929 $425 1, 2, 3, 4, 5, 6, 7
Asset Planning Inc. 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. 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 Horowitz & Company Weston FL Andrew Horowitz, President 1990 2 $0 $75,000 $375 1, 2, 3, 4, 5, 6, 7
Winch Financial Winch Financial Appleton WI Christina Winch, CEO 1979 7 $0 $165,162 $338 1, 2, 3, 4, 5, 6
Karn, Couzens & Associates, Inc. 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 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 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 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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