|
101
|
James Investment Research
Alpha,
Ohio
|
$18.7M
|
-$280K
|
-5,558
|
-1%
|
|
|
102
|
F3Logic
Burnsville,
Minnesota
|
$18.2M
|
-$499K
|
-9,883
|
-3%
|
|
|
103
|
PDS Planning
Dublin,
Ohio
|
$18.2M
|
+$1.32M
|
+26,217
|
+8%
|
|
|
104
|
Amtrust Financial Services
New York
|
$18.1M
|
–
|
–
|
–
|
|
|
105
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$17.7M
|
-$93.8M
|
-1,857,924
|
-84%
|
|
|
106
|
Shufro Rose & Co
New York
|
$17.4M
|
-$216K
|
-4,275
|
-1%
|
|
|
107
|
|
$16.7M
|
-$582K
|
-11,532
|
-3%
|
|
|
108
|
Bartlett & Co
Cincinnati,
Ohio
|
$16.6M
|
+$64.5K
|
+1,278
|
+0.4%
|
|
|
109
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$16.6M
|
+$64.5K
|
+1,278
|
+0.4%
|
|
|
110
|
Kestra Advisory Services
Austin,
Texas
|
$16.5M
|
+$8.19M
|
+162,246
|
+94%
|
|
|
111
|
Dimension Capital Management
Coral Gables,
Florida
|
$16.4M
|
-$283K
|
-5,613
|
-2%
|
|
|
112
|
Summit Wealth Partners
Orlando,
Florida
|
$15.9M
|
-$642K
|
-12,714
|
-4%
|
|
|
113
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$15.9M
|
–
|
–
|
–
|
|
|
114
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$15.9M
|
-$82.6K
|
-1,636
|
-0.5%
|
|
|
115
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$15.7M
|
-$645K
|
-12,790
|
-4%
|
|
|
116
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$15.6M
|
+$888K
|
+17,586
|
+6%
|
|
|
117
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$15.5M
|
+$4.37M
|
+86,532
|
+38%
|
|
|
118
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$15.3M
|
-$10.1M
|
-200,000
|
-39%
|
|
|
119
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$14.7M
|
-$1.36M
|
-27,038
|
-8%
|
|
|
120
|
SVB Wealth
Boston,
Massachusetts
|
$14.7M
|
+$3.89M
|
+77,118
|
+35%
|
|
|
121
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$14.6M
|
+$14.9M
|
+295,500
|
New
|
|
|
122
|
Bray Capital Advisors
Naples,
Florida
|
$14.4M
|
-$537K
|
-10,645
|
-4%
|
|
|
123
|
Telemus Capital
Southfield,
Michigan
|
$14M
|
+$1.19M
|
+23,554
|
+9%
|
|
|
124
|
Catalyst Capital Advisors
Huntington,
New York
|
$13.9M
|
-$11M
|
-218,520
|
-44%
|
|
|
125
|
Raymond James Trust
St. Petersburg,
Florida
|
$13.8M
|
-$1.2M
|
-23,800
|
-8%
|
|
