|
51
|
Creative Planning
Overland Park,
Kansas
|
$16M
|
+$2.61M
|
+42,396
|
+19%
|
|
|
52
|
Retirement Capital Strategies
San Jose,
California
|
$15.9M
|
+$13.3M
|
+216,160
|
+513%
|
|
|
53
|
Titan Managers
Scottsdale,
Arizona
|
$15.4M
|
+$15.5M
|
+251,108
|
New
|
|
|
54
|
Renaissance Technologies
New York
|
$15.4M
|
-$4.41M
|
-71,700
|
-22%
|
|
|
55
|
Oak Harvest Investment Services
Houston,
Texas
|
$14.1M
|
-$386K
|
-6,267
|
-3%
|
|
|
56
|
Country Club Trust
Kansas City,
Missouri
|
$14M
|
+$315K
|
+5,119
|
+2%
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$13.8M
|
+$13.8M
|
+223,744
|
New
|
|
|
58
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$13.5M
|
+$1.56M
|
+25,333
|
+13%
|
|
|
59
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$13.1M
|
+$13.1M
|
+212,657
|
New
|
|
|
60
|
HeadInvest LLC
Portland,
Maine
|
$13M
|
-$2.86M
|
-46,386
|
-18%
|
|
|
61
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$1.31M
|
+21,275
|
+11%
|
|
|
62
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$12.8M
|
-$16.6M
|
-270,337
|
-57%
|
|
|
63
|
Element Pointe Advisors
Miami,
Florida
|
$12.8M
|
+$816K
|
+13,257
|
+7%
|
|
|
64
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.4M
|
+$8.77M
|
+142,414
|
+239%
|
|
|
65
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.3M
|
+$2.48M
|
+40,353
|
+25%
|
|
|
66
|
Compass Advisory Group
Melville,
New York
|
$11.9M
|
+$1.05M
|
+17,028
|
+10%
|
|
|
67
|
Horizon Kinetics Asset Management
New York
|
$11.8M
|
-$685K
|
-11,127
|
-5%
|
|
|
68
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
-$1.82M
|
-29,496
|
-13%
|
|
|
69
|
Homrich & Berg
Atlanta,
Georgia
|
$11.5M
|
–
|
–
|
–
|
|
|
70
|
American Money Management
Rancho Santa Fe,
California
|
$11.3M
|
+$797K
|
+12,950
|
+8%
|
|
|
71
|
Pure Financial Advisors
San Diego,
California
|
$11M
|
+$4.27M
|
+69,377
|
+64%
|
|
|
72
|
JBJ Investment Partners
Charleston,
South Carolina
|
$10.9M
|
-$1.07M
|
-17,429
|
-9%
|
|
|
73
|
Hancock Whitney
Gulfport,
Mississippi
|
$10.7M
|
-$37.1M
|
-601,994
|
-78%
|
|
|
74
|
M. Kulyk & Associates
Decatur,
Georgia
|
$10.7M
|
+$10.3M
|
+166,869
|
+2,592%
|
|
|
75
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10.6M
|
-$516K
|
-8,379
|
-5%
|
|
