|
201
|
ETF Portfolio Partners
Leawood,
Kansas
|
$38.1M
|
-$849K
|
-4,196
|
-2%
|
|
|
202
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$38.1M
|
+$198K
|
+978
|
+0.5%
|
|
|
203
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$38M
|
-$464K
|
-2,294
|
-1%
|
|
|
204
|
Smith, Moore & Co
Clayton,
Missouri
|
$37.9M
|
+$1.85M
|
+9,160
|
+5%
|
|
|
205
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$37.7M
|
+$15.2M
|
+75,203
|
+35%
|
|
|
206
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$37.6M
|
-$990K
|
-4,894
|
-3%
|
|
|
207
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$37.6M
|
-$7.72M
|
-38,164
|
-17%
|
|
|
208
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$37.3M
|
-$530K
|
-2,619
|
-1%
|
|
|
209
|
Gryphon Financial Partners
Columbus,
Ohio
|
$36.9M
|
-$257K
|
-1,269
|
-0.7%
|
|
|
210
|
REDW Wealth
Albuquerque,
New Mexico
|
$36.4M
|
+$1.13M
|
+5,585
|
+3%
|
|
|
211
|
Pinnacle Associates
New York
|
$36.2M
|
+$391K
|
+1,931
|
+1%
|
|
|
212
|
KeyBank National Association
Cleveland,
Ohio
|
$35.7M
|
+$5.67M
|
+28,030
|
+19%
|
|
|
213
|
JMG Financial Group
Downers Grove,
Illinois
|
$35.3M
|
-$2.32M
|
-11,459
|
-6%
|
|
|
214
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$34.7M
|
+$8.2M
|
+40,514
|
+32%
|
|
|
215
|
First Ascent Asset Management
Denver,
Colorado
|
$34.3M
|
-$790K
|
-3,904
|
-2%
|
|
|
216
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$34M
|
-$37.6M
|
-185,841
|
-53%
|
|
|
217
|
WBH Advisory
Baltimore,
Maryland
|
$33.7M
|
-$545K
|
-2,693
|
-2%
|
|
|
218
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$33.4M
|
+$306K
|
+1,514
|
+0.9%
|
|
|
219
|
Evensky & Katz
Coral Gables,
Florida
|
$33M
|
-$1.32M
|
-6,528
|
-4%
|
|
|
220
|
Karpus Investment Management
Pittsford,
New York
|
$32.9M
|
-$490K
|
-2,423
|
-2%
|
|
|
221
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$32.6M
|
+$2.65M
|
+13,108
|
+9%
|
|
|
222
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$32.5M
|
+$5.36M
|
+26,466
|
+20%
|
|
|
223
|
Omnia Family Wealth
Aventura,
Florida
|
$32.3M
|
+$12.7M
|
+62,523
|
+67%
|
|
|
224
|
Graypoint LLC
Albany,
New York
|
$32.1M
|
-$2.94M
|
-14,523
|
-9%
|
|
|
225
|
North Star Asset Management
Neenah,
Wisconsin
|
$31.8M
|
+$303K
|
+1,495
|
+1%
|
|
