|
101
|
Creative Planning
Overland Park,
Kansas
|
$29.5M
|
+$912K
|
+8,107
|
+3%
|
|
|
102
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$29.1M
|
+$1.35M
|
+12,032
|
+5%
|
|
|
103
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29.1M
|
+$7.8M
|
+69,377
|
+38%
|
|
|
104
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$28.4M
|
+$27.7M
|
+245,883
|
New
|
|
|
105
|
Karpus Investment Management
Pittsford,
New York
|
$28.3M
|
-$473K
|
-4,209
|
-2%
|
|
|
106
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$28.1M
|
+$27.4M
|
+243,340
|
New
|
|
|
107
|
PagnatoKarp Partners
Reston,
Virginia
|
$26.8M
|
+$26.1M
|
+232,387
|
New
|
|
|
108
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$26.7M
|
–
|
–
|
–
|
|
|
109
|
Bank of New York Mellon
New York
|
$26.6M
|
+$2.54M
|
+22,584
|
+11%
|
|
|
110
|
Stifel Financial
St. Louis,
Missouri
|
$25.9M
|
-$5.13M
|
-45,579
|
-17%
|
|
|
111
|
GM Advisory Group
Melville,
New York
|
$25.8M
|
+$391K
|
+3,472
|
+2%
|
|
|
112
|
|
$25.7M
|
+$25.1M
|
+223,114
|
New
|
|
|
113
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$25.7M
|
-$468K
|
-4,158
|
-2%
|
|
|
114
|
Baker Avenue Asset Management
San Francisco,
California
|
$25.1M
|
+$124K
|
+1,099
|
+0.5%
|
|
|
115
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$24.7M
|
+$133K
|
+1,186
|
+0.6%
|
|
|
116
|
Peak Financial Management
Wellesley,
Massachusetts
|
$24.4M
|
-$3.59M
|
-31,935
|
-13%
|
|
|
117
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24.3M
|
+$2.56M
|
+22,798
|
+12%
|
|
|
118
|
Personal Capital Advisors
Redwood City,
California
|
$24.1M
|
+$3.98M
|
+35,380
|
+20%
|
|
|
119
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$24.1M
|
+$185K
|
+1,649
|
+0.8%
|
|
|
120
|
Barber Financial Group
Lenexa,
Kansas
|
$24M
|
+$23.4M
|
+208,055
|
New
|
|
|
121
|
McCutchen Group
Seattle,
Washington
|
$24M
|
+$193K
|
+1,715
|
+0.8%
|
|
|
122
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$23.4M
|
+$1.01M
|
+8,977
|
+5%
|
|
|
123
|
Smith, Moore & Co
Clayton,
Missouri
|
$23M
|
+$283K
|
+2,512
|
+1%
|
|
|
124
|
FDx Advisors
Chicago,
Illinois
|
$22.9M
|
+$9.16M
|
+81,464
|
+69%
|
|
|
125
|
Pathstone Family Office
Englewood,
New Jersey
|
$22.9M
|
+$22.3M
|
+198,407
|
+66,357%
|
|
