|
76
|
Perigon Wealth Management
San Francisco,
California
|
$6.93M
|
+$529K
|
+14,016
|
+8%
|
|
|
77
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.87M
|
-$29.4M
|
-780,474
|
-81%
|
|
|
78
|
Creative Capital Management Investments
San Diego,
California
|
$6.85M
|
-$58.8K
|
-1,559
|
-0.9%
|
|
|
79
|
Creative Planning
Overland Park,
Kansas
|
$6.67M
|
-$95.8K
|
-2,540
|
-1%
|
|
|
80
|
Lido Advisors
Los Angeles,
California
|
$6.18M
|
+$16.2K
|
+430
|
+0.3%
|
|
|
81
|
|
$6.16M
|
-$383K
|
-10,148
|
-6%
|
|
|
82
|
Essex Financial Services
Essex,
Connecticut
|
$5.98M
|
+$3.23M
|
+85,725
|
+120%
|
|
|
83
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$5.97M
|
-$18.2K
|
-482
|
-0.3%
|
|
|
84
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$5.46M
|
-$107K
|
-2,843
|
-2%
|
|
|
85
|
|
$5.26M
|
+$61.7K
|
+1,637
|
+1%
|
|
|
86
|
William Blair & Company
Chicago,
Illinois
|
$5.09M
|
-$70.2K
|
-1,862
|
-1%
|
|
|
87
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5.06M
|
-$20K
|
-531
|
-0.4%
|
|
|
88
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.76M
|
+$26.8K
|
+712
|
+0.6%
|
|
|
89
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.74M
|
–
|
–
|
–
|
|
|
90
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.66M
|
-$35.3K
|
-935
|
-0.8%
|
|
|
91
|
Precedent Wealth Partners
Houston,
Texas
|
$4.63M
|
+$271K
|
+7,186
|
+6%
|
|
|
92
|
Fidelity Investments
Boston,
Massachusetts
|
$4.59M
|
+$358K
|
+9,492
|
+9%
|
|
|
93
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$4.45M
|
+$452K
|
+12,000
|
+11%
|
|
|
94
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$4.4M
|
+$216K
|
+5,740
|
+5%
|
|
|
95
|
Rockefeller Capital Management
New York
|
$4.33M
|
+$18.6K
|
+493
|
+0.4%
|
|
|
96
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.89M
|
+$8.6K
|
+228
|
+0.2%
|
|
|
97
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$3.84M
|
+$363K
|
+9,635
|
+11%
|
|
|
98
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.82M
|
-$241K
|
-6,399
|
-6%
|
|
|
99
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.78M
|
+$60.7K
|
+1,610
|
+2%
|
|
|
100
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$3.72M
|
–
|
–
|
–
|
|
