|
76
|
Wimmer Associates 1
Pasadena,
California
|
$5.53M
|
+$171K
|
+5,385
|
+3%
|
|
|
77
|
|
$5.32M
|
+$1.74K
|
+55
|
+0%
|
|
|
78
|
Summit Financial
Parsippany,
New Jersey
|
$5.23M
|
-$94.8K
|
-2,990
|
-2%
|
|
|
79
|
Lido Advisors
Los Angeles,
California
|
$5.05M
|
-$1.18M
|
-37,155
|
-19%
|
|
|
80
|
William Blair & Company
Chicago,
Illinois
|
$5.03M
|
-$840K
|
-26,490
|
-14%
|
|
|
81
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$4.96M
|
-$49K
|
-1,545
|
-1%
|
|
|
82
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.91M
|
-$129K
|
-4,070
|
-3%
|
|
|
83
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.84M
|
-$1.14M
|
-36,045
|
-19%
|
|
|
84
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.69M
|
-$112K
|
-3,520
|
-2%
|
|
|
85
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.62M
|
-$316K
|
-9,980
|
-6%
|
|
|
86
|
KWB Wealth
Redlands,
California
|
$4.55M
|
+$28.7K
|
+905
|
+0.6%
|
|
|
87
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$4.5M
|
+$219K
|
+6,920
|
+5%
|
|
|
88
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.34M
|
+$4.38M
|
+138,300
|
New
|
|
|
89
|
|
$4.29M
|
-$2.85K
|
-90
|
-0.1%
|
|
|
90
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.27M
|
+$82.9K
|
+2,615
|
+2%
|
|
|
91
|
Rollins Financial
Atlanta,
Georgia
|
$4.26M
|
-$406K
|
-12,820
|
-9%
|
|
|
92
|
Perigon Wealth Management
San Francisco,
California
|
$4.2M
|
+$50.1K
|
+1,580
|
+1%
|
|
|
93
|
Creative Planning
Overland Park,
Kansas
|
$3.99M
|
+$723K
|
+22,825
|
+22%
|
|
|
94
|
IEQ Capital
Foster City,
California
|
$3.97M
|
+$1.9K
|
+60
|
+0%
|
|
|
95
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.92M
|
–
|
–
|
–
|
|
|
96
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.8M
|
+$43.7K
|
+1,380
|
+1%
|
|
|
97
|
WFA of San Diego
San Diego,
California
|
$3.52M
|
-$611K
|
-19,280
|
-15%
|
|
|
98
|
WealthSource Partners
San Luis Obispo,
California
|
$3.44M
|
-$10.1K
|
-320
|
-0.3%
|
|
|
99
|
Rockefeller Capital Management
New York
|
$3.37M
|
+$11.4K
|
+360
|
+0.3%
|
|
|
100
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.32M
|
–
|
–
|
–
|
|
