|
76
|
Wimmer Associates 1
Pasadena,
California
|
$5.94M
|
+$116K
|
+3,680
|
+2%
|
|
|
77
|
Journey Advisory Group
Covington,
Kentucky
|
$5.86M
|
-$6.05M
|
-191,570
|
-52%
|
|
|
78
|
|
$5.66M
|
+$109K
|
+3,460
|
+2%
|
|
|
79
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.3M
|
+$747K
|
+23,660
|
+17%
|
|
|
80
|
Lido Advisors
Los Angeles,
California
|
$5.25M
|
-$14.7K
|
-465
|
-0.3%
|
|
|
81
|
Summit Financial
Parsippany,
New Jersey
|
$5.23M
|
-$216K
|
-6,840
|
-4%
|
|
|
82
|
William Blair & Company
Chicago,
Illinois
|
$5.15M
|
-$89.6K
|
-2,840
|
-2%
|
|
|
83
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$5.08M
|
-$98.6K
|
-3,125
|
-2%
|
|
|
84
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$4.95M
|
+$251K
|
+7,950
|
+6%
|
|
|
85
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.82M
|
-$295K
|
-9,360
|
-6%
|
|
|
86
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.73M
|
-$85.4K
|
-2,705
|
-2%
|
|
|
87
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.56M
|
+$95K
|
+3,010
|
+2%
|
|
|
88
|
|
$4.49M
|
+$7.73K
|
+245
|
+0.2%
|
|
|
89
|
Perigon Wealth Management
San Francisco,
California
|
$4.4M
|
+$18.3K
|
+580
|
+0.4%
|
|
|
90
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.38M
|
-$497K
|
-15,760
|
-11%
|
|
|
91
|
Creative Planning
Overland Park,
Kansas
|
$4.29M
|
+$124K
|
+3,935
|
+3%
|
|
|
92
|
IEQ Capital
Foster City,
California
|
$4.15M
|
+$1.42K
|
+45
|
+0%
|
|
|
93
|
KWB Wealth
Redlands,
California
|
$4.12M
|
-$659K
|
-20,885
|
-14%
|
|
|
94
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.09M
|
–
|
–
|
–
|
|
|
95
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.96M
|
-$5.52K
|
-175
|
-0.1%
|
|
|
96
|
Rockefeller Capital Management
New York
|
$3.78M
|
+$253K
|
+8,010
|
+7%
|
|
|
97
|
WealthSource Partners
San Luis Obispo,
California
|
$3.59M
|
+$2.52K
|
+80
|
+0.1%
|
|
|
98
|
Central Trust Company
Jefferson City,
Missouri
|
$3.33M
|
-$34.7K
|
-1,100
|
-1%
|
|
|
99
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.32M
|
+$6.63K
|
+210
|
+0.2%
|
|
|
100
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$3.25M
|
–
|
–
|
–
|
|
