|
101
|
Parkwood LLC
Cleveland,
Ohio
|
$40M
|
+$39.1M
|
+309,000
|
New
|
|
|
102
|
Landaas & Company
Milwaukee,
Wisconsin
|
$39.8M
|
+$39M
|
+307,565
|
New
|
|
|
103
|
IndexIQ Advisors
New York
|
$39.8M
|
-$5.54M
|
-43,736
|
-12%
|
|
|
104
|
Zions Bancorporation
Salt Lake City,
Utah
|
$39.7M
|
+$2.33M
|
+18,412
|
+6%
|
|
|
105
|
Zhang Financial
Portage,
Michigan
|
$39.5M
|
-$269K
|
-2,124
|
-0.7%
|
|
|
106
|
AssetMark Inc
Concord,
California
|
$38.7M
|
+$21.7M
|
+171,160
|
+134%
|
|
|
107
|
Bank of New York Mellon
New York
|
$38.6M
|
+$793K
|
+6,261
|
+2%
|
|
|
108
|
|
$38.4M
|
–
|
–
|
–
|
|
|
109
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$37.7M
|
+$36.8M
|
+290,828
|
New
|
|
|
110
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$37.6M
|
+$3.75M
|
+29,592
|
+11%
|
|
|
111
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$37.2M
|
+$2.97M
|
+23,430
|
+9%
|
|
|
112
|
JMG Financial Group
Downers Grove,
Illinois
|
$36.9M
|
+$760K
|
+6,001
|
+2%
|
|
|
113
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$36.6M
|
+$1.08M
|
+8,534
|
+3%
|
|
|
114
|
Veritable
Wilmington,
Delaware
|
$36.5M
|
+$6.26M
|
+49,445
|
+21%
|
|
|
115
|
Creative Planning
Overland Park,
Kansas
|
$36.4M
|
+$1.08M
|
+8,561
|
+3%
|
|
|
116
|
Stifel Financial
St. Louis,
Missouri
|
$34.5M
|
+$3.86M
|
+30,466
|
+13%
|
|
|
117
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$34.4M
|
-$46.5K
|
-367
|
-0.1%
|
|
|
118
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$34.2M
|
-$255K
|
-2,011
|
-0.8%
|
|
|
119
|
Fidelity Investments
Boston,
Massachusetts
|
$34.1M
|
+$749K
|
+5,914
|
+2%
|
|
|
120
|
Barber Financial Group
Lenexa,
Kansas
|
$33.8M
|
+$1.9M
|
+14,986
|
+6%
|
|
|
121
|
Baker Avenue Asset Management
San Francisco,
California
|
$33.6M
|
+$5.67M
|
+44,791
|
+21%
|
|
|
122
|
National Planning Corporation
El Segundo,
California
|
$33.4M
|
+$10.8M
|
+85,509
|
+50%
|
|
|
123
|
GM Advisory Group
Melville,
New York
|
$32.9M
|
+$299K
|
+2,363
|
+0.9%
|
|
|
124
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$31.1M
|
+$21.7K
|
+171
|
+0.1%
|
|
|
125
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$30M
|
+$9.67M
|
+76,357
|
+49%
|
|
