|
51
|
Creative Planning
Overland Park,
Kansas
|
$39.1M
|
+$4.44M
|
+44,196
|
+13%
|
|
|
52
|
Focused Wealth Management
Newburgh,
New York
|
$38.9M
|
+$8.02M
|
+79,797
|
+26%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$38.5M
|
+$5.83M
|
+58,028
|
+18%
|
|
|
54
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$38.5M
|
+$8.13M
|
+80,851
|
+27%
|
|
|
55
|
Synergy Asset Management
Vancouver,
Washington
|
$38M
|
+$141K
|
+1,404
|
+0.4%
|
|
|
56
|
Neuberger Berman Group
New York
|
$35.3M
|
-$19.9M
|
-198,366
|
-36%
|
|
|
57
|
Bank of New York Mellon
New York
|
$34.8M
|
+$1.82M
|
+18,129
|
+6%
|
|
|
58
|
Sequoia Financial Advisors
Akron,
Ohio
|
$33.5M
|
-$8.36M
|
-83,182
|
-20%
|
|
|
59
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$32.3M
|
-$19.5M
|
-193,683
|
-38%
|
|
|
60
|
Pecaut & Co
Sioux City,
Iowa
|
$32.1M
|
+$22.8K
|
+227
|
+0.1%
|
|
|
61
|
Tortoise Investment Management
White Plains,
New York
|
$32.1M
|
+$2.99M
|
+29,780
|
+10%
|
|
|
62
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.7M
|
+$746K
|
+7,422
|
+2%
|
|
|
63
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$31.4M
|
+$7.37M
|
+73,301
|
+31%
|
|
|
64
|
Waverly Advisors
Birmingham,
Alabama
|
$30.9M
|
+$12.7M
|
+126,143
|
+70%
|
|
|
65
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$29.6M
|
-$1.32M
|
-13,118
|
-4%
|
|
|
66
|
First Wilshire Securities Management
Pasadena,
California
|
$28.6M
|
+$3.13M
|
+31,133
|
+12%
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
$28.2M
|
+$1.84M
|
+18,349
|
+7%
|
|
|
68
|
Vickerman Investment Advisors
Spokane,
Washington
|
$28.1M
|
+$9.35M
|
+93,044
|
+50%
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
-$35M
|
-348,272
|
-56%
|
|
|
70
|
BML Capital Management
Zionsville,
Indiana
|
$27.2M
|
–
|
–
|
–
|
|
|
71
|
Titleist Asset Management
San Antonio,
Texas
|
$27.1M
|
+$19.8M
|
+196,525
|
+271%
|
|
|
72
|
United Capital Financial Advisors
Irving,
Texas
|
$27M
|
-$2.29M
|
-22,733
|
-8%
|
|
|
73
|
Worth Asset Management
Dallas,
Texas
|
$26.9M
|
+$8.65M
|
+86,059
|
+48%
|
|
|
74
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$26.3M
|
+$1.63M
|
+16,247
|
+7%
|
|
|
75
|
Sollinda Capital Management
Miami,
Florida
|
$26M
|
+$13M
|
+128,844
|
+100%
|
|
