|
76
|
Creative Capital Management Investments
San Diego,
California
|
$6.45M
|
-$19.7K
|
-600
|
-0.3%
|
|
|
77
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$6.4M
|
+$5.96M
|
+181,765
|
New
|
|
|
78
|
|
$6.18M
|
+$5.76M
|
+175,595
|
New
|
|
|
79
|
Creative Planning
Overland Park,
Kansas
|
$5.67M
|
+$342K
|
+10,423
|
+7%
|
|
|
80
|
Lido Advisors
Los Angeles,
California
|
$5.61M
|
-$5.7K
|
-174
|
-0.1%
|
|
|
81
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$5.45M
|
-$41.9K
|
-1,278
|
-0.8%
|
|
|
82
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$5.35M
|
-$127K
|
-3,864
|
-2%
|
|
|
83
|
Perigon Wealth Management
San Francisco,
California
|
$5.34M
|
+$484K
|
+14,751
|
+11%
|
|
|
84
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.01M
|
-$979K
|
-29,877
|
-17%
|
|
|
85
|
Precedent Wealth Partners
Houston,
Texas
|
$4.86M
|
+$4.52M
|
+137,963
|
New
|
|
|
86
|
|
$4.82M
|
–
|
–
|
–
|
|
|
87
|
William Blair & Company
Chicago,
Illinois
|
$4.79M
|
-$291K
|
-8,889
|
-6%
|
|
|
88
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.76M
|
-$186K
|
-5,680
|
-4%
|
|
|
89
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.59M
|
-$243K
|
-7,412
|
-5%
|
|
|
90
|
|
$4.44M
|
+$4.14M
|
+126,228
|
New
|
|
|
91
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.4M
|
–
|
–
|
–
|
|
|
92
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.32M
|
-$423K
|
-12,911
|
-10%
|
|
|
93
|
Rockefeller Capital Management
New York
|
$4.17M
|
+$239K
|
+7,285
|
+7%
|
|
|
94
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.11M
|
-$591K
|
-18,042
|
-13%
|
|
|
95
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$3.95M
|
+$111K
|
+3,401
|
+3%
|
|
|
96
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.86M
|
-$153K
|
-4,678
|
-4%
|
|
|
97
|
WealthSource Partners
San Luis Obispo,
California
|
$3.77M
|
-$91.8K
|
-2,799
|
-3%
|
|
|
98
|
KWB Wealth
Redlands,
California
|
$3.75M
|
+$2.69M
|
+81,968
|
+336%
|
|
|
99
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.59M
|
+$8.33K
|
+254
|
+0.2%
|
|
|
100
|
Central Trust Company
Jefferson City,
Missouri
|
$3.55M
|
-$9.02K
|
-275
|
-0.3%
|
|
