|
76
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.5M
|
+$357K
|
+10,810
|
+7%
|
|
|
77
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.48M
|
-$581K
|
-17,616
|
-9%
|
|
|
78
|
Lido Advisors
Los Angeles,
California
|
$5.08M
|
-$28.9K
|
-875
|
-0.5%
|
|
|
79
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$4.97M
|
+$155K
|
+4,692
|
+3%
|
|
|
80
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$4.96M
|
+$21.2K
|
+642
|
+0.4%
|
|
|
81
|
Creative Planning
Overland Park,
Kansas
|
$4.79M
|
+$637K
|
+19,316
|
+15%
|
|
|
82
|
IEQ Capital
Foster City,
California
|
$4.71M
|
+$701K
|
+21,236
|
+17%
|
|
|
83
|
William Blair & Company
Chicago,
Illinois
|
$4.61M
|
-$416K
|
-12,604
|
-8%
|
|
|
84
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.49M
|
-$207K
|
-6,268
|
-4%
|
|
|
85
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.38M
|
-$224K
|
-6,796
|
-5%
|
|
|
86
|
Perigon Wealth Management
San Francisco,
California
|
$4.36M
|
+$80.9K
|
+2,452
|
+2%
|
|
|
87
|
|
$4.36M
|
-$8.09K
|
-245
|
-0.2%
|
|
|
88
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.32M
|
-$122K
|
-3,690
|
-3%
|
|
|
89
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.29M
|
+$30K
|
+909
|
+0.7%
|
|
|
90
|
KWB Wealth
Redlands,
California
|
$4M
|
-$3.34M
|
-101,316
|
-81%
|
|
|
91
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.98M
|
–
|
–
|
–
|
|
|
92
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.64M
|
-$219K
|
-6,650
|
-5%
|
|
|
93
|
Rockefeller Capital Management
New York
|
$3.54M
|
-$149K
|
-4,504
|
-4%
|
|
|
94
|
WealthSource Partners
San Luis Obispo,
California
|
$3.49M
|
+$3K
|
+91
|
+0.1%
|
|
|
95
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$3.46M
|
+$407K
|
+12,339
|
+13%
|
|
|
96
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.24M
|
+$8.02K
|
+243
|
+0.2%
|
|
|
97
|
Central Trust Company
Jefferson City,
Missouri
|
$3.22M
|
-$22.3K
|
-675
|
-0.7%
|
|
|
98
|
Citadel Advisors
Miami,
Florida
|
$3.11M
|
+$763K
|
+23,117
|
+31%
|
|
|
99
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$3.09M
|
-$14K
|
-424
|
-0.4%
|
|
|
100
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.09M
|
–
|
–
|
–
|
|
