|
76
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.29M
|
-$37.7K
|
-1,038
|
-0.5%
|
|
|
77
|
Wimmer Associates 1
Pasadena,
California
|
$7.22M
|
-$130K
|
-3,575
|
-2%
|
|
|
78
|
Trinity Legacy Partners
Houston,
Texas
|
$7.01M
|
+$3.64M
|
+100,211
|
+122%
|
|
|
79
|
Creative Capital Management Investments
San Diego,
California
|
$7.01M
|
-$35K
|
-965
|
-0.5%
|
|
|
80
|
Creative Planning
Overland Park,
Kansas
|
$6.86M
|
+$629K
|
+17,324
|
+11%
|
|
|
81
|
|
$6.63M
|
-$118K
|
-3,239
|
-2%
|
|
|
82
|
Perigon Wealth Management
San Francisco,
California
|
$6.49M
|
+$613K
|
+16,876
|
+11%
|
|
|
83
|
Lido Advisors
Los Angeles,
California
|
$6.25M
|
+$109K
|
+2,999
|
+2%
|
|
|
84
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$6.07M
|
+$106K
|
+2,932
|
+2%
|
|
|
85
|
|
$5.83M
|
+$919K
|
+25,309
|
+20%
|
|
|
86
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$5.65M
|
-$189K
|
-5,206
|
-3%
|
|
|
87
|
|
$5.27M
|
–
|
–
|
–
|
|
|
88
|
William Blair & Company
Chicago,
Illinois
|
$5.23M
|
-$5.19K
|
-143
|
-0.1%
|
|
|
89
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5.15M
|
-$56K
|
-1,543
|
-1%
|
|
|
90
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.81M
|
–
|
–
|
–
|
|
|
91
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.8M
|
+$75.4K
|
+2,075
|
+2%
|
|
|
92
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.76M
|
-$239K
|
-6,568
|
-5%
|
|
|
93
|
Precedent Wealth Partners
Houston,
Texas
|
$4.42M
|
-$836K
|
-23,024
|
-17%
|
|
|
94
|
Rockefeller Capital Management
New York
|
$4.36M
|
-$184K
|
-5,054
|
-4%
|
|
|
95
|
Fidelity Investments
Boston,
Massachusetts
|
$4.29M
|
+$891K
|
+24,527
|
+28%
|
|
|
96
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.12M
|
-$351K
|
-9,653
|
-8%
|
|
|
97
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$4.06M
|
-$76.9K
|
-2,118
|
-2%
|
|
|
98
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$4.05M
|
-$161K
|
-4,444
|
-4%
|
|
|
99
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.92M
|
+$7.74K
|
+213
|
+0.2%
|
|
|
100
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.77M
|
+$73.5K
|
+2,023
|
+2%
|
|
