|
101
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$36.4M
|
-$1.04M
|
-8,451
|
-3%
|
|
|
102
|
Bank of New York Mellon
New York
|
$36.3M
|
+$687K
|
+5,578
|
+2%
|
|
|
103
|
Zions Bancorporation
Salt Lake City,
Utah
|
$35.9M
|
+$3.05M
|
+24,767
|
+9%
|
|
|
104
|
Karpus Investment Management
Pittsford,
New York
|
$35.8M
|
+$2.91M
|
+23,620
|
+9%
|
|
|
105
|
JMG Financial Group
Downers Grove,
Illinois
|
$34.7M
|
+$1.54M
|
+12,466
|
+5%
|
|
|
106
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$34.1M
|
+$1.69M
|
+13,689
|
+5%
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$33.9M
|
+$1.73M
|
+14,076
|
+5%
|
|
|
108
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$33.1M
|
+$287K
|
+2,326
|
+0.9%
|
|
|
109
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$33.1M
|
+$1.78M
|
+14,458
|
+6%
|
|
|
110
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$32.8M
|
-$3.54M
|
-28,714
|
-10%
|
|
|
111
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.5M
|
+$5.27M
|
+42,760
|
+20%
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$32M
|
+$2.77M
|
+22,460
|
+10%
|
|
|
113
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$31.5M
|
–
|
–
|
–
|
|
|
114
|
GM Advisory Group
Melville,
New York
|
$31.3M
|
+$1.03M
|
+8,352
|
+3%
|
|
|
115
|
Barber Financial Group
Lenexa,
Kansas
|
$30.6M
|
+$1.46M
|
+11,879
|
+5%
|
|
|
116
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$29.8M
|
+$1.41M
|
+11,474
|
+5%
|
|
|
117
|
Stifel Financial
St. Louis,
Missouri
|
$29.3M
|
+$2.98M
|
+24,203
|
+11%
|
|
|
118
|
Veritable
Wilmington,
Delaware
|
$28.9M
|
-$4.18M
|
-33,948
|
-13%
|
|
|
119
|
Cetera Advisor Networks
El Segundo,
California
|
$28.4M
|
-$2.25M
|
-18,281
|
-7%
|
|
|
120
|
|
$27.8M
|
+$25.3K
|
+205
|
+0.1%
|
|
|
121
|
MML Investors Services
Springfield,
Massachusetts
|
$27.1M
|
+$26.8M
|
+217,763
|
New
|
|
|
122
|
Baker Avenue Asset Management
San Francisco,
California
|
$26.8M
|
+$624K
|
+5,066
|
+2%
|
|
|
123
|
Pathstone Family Office
Englewood,
New Jersey
|
$26.5M
|
+$2.86M
|
+23,238
|
+12%
|
|
|
124
|
McCutchen Group
Seattle,
Washington
|
$26.1M
|
+$239K
|
+1,938
|
+0.9%
|
|
|
125
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$25.9M
|
-$288K
|
-2,340
|
-1%
|
|
