|
51
|
Prudential Financial
Newark,
New Jersey
|
$7.71M
|
+$147K
|
+2,447
|
+2%
|
|
|
52
|
Credit Suisse
Zurich,
Switzerland
|
$7.66M
|
+$7.79M
|
+129,691
|
New
|
|
|
53
|
|
$7.65M
|
+$154K
|
+2,570
|
+2%
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$7.58M
|
-$235K
|
-3,909
|
-3%
|
|
|
55
|
Commerce Bank
Kansas City,
Missouri
|
$7.34M
|
+$954K
|
+15,888
|
+15%
|
|
|
56
|
Choreo LLC
Rockford,
Illinois
|
$7.05M
|
-$841K
|
-14,010
|
-11%
|
|
|
57
|
LPL Financial
San Diego,
California
|
$7M
|
+$1.15M
|
+19,151
|
+19%
|
|
|
58
|
Stratford Consulting
Addison,
Texas
|
$6.85M
|
+$305K
|
+5,077
|
+5%
|
|
|
59
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.71M
|
-$62.1K
|
-1,035
|
-0.9%
|
|
|
60
|
Windham Capital Management
Boston,
Massachusetts
|
$6.68M
|
-$5.67M
|
-94,446
|
-46%
|
|
|
61
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.27M
|
+$408K
|
+6,800
|
+7%
|
|
|
62
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$6.21M
|
+$22.2K
|
+369
|
+0.4%
|
|
|
63
|
Mission Wealth Management
Santa Barbara,
California
|
$5.95M
|
-$195K
|
-3,241
|
-3%
|
|
|
64
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.92M
|
+$288K
|
+4,795
|
+5%
|
|
|
65
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.89M
|
+$235K
|
+3,908
|
+4%
|
|
|
66
|
Pacific Financial Group
Bellevue,
Washington
|
$5.56M
|
+$399K
|
+6,646
|
+8%
|
|
|
67
|
Perella Weinberg Partners Capital Management
New York
|
$5.2M
|
–
|
–
|
–
|
|
|
68
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.17M
|
+$635K
|
+10,570
|
+14%
|
|
|
69
|
Alexandria Capital
Arlington,
Virginia
|
$4.97M
|
-$64.4K
|
-1,072
|
-1%
|
|
|
70
|
Empirical Wealth Management
Seattle,
Washington
|
$4.7M
|
+$261K
|
+4,351
|
+6%
|
|
|
71
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.38M
|
-$69.5K
|
-1,158
|
-2%
|
|
|
72
|
Capital Insight Partners
Scottsdale,
Arizona
|
$4.33M
|
+$4.4M
|
+73,363
|
New
|
|
|
73
|
Brighton Jones LLC
Seattle,
Washington
|
$3.96M
|
+$233K
|
+3,877
|
+6%
|
|
|
74
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.87M
|
+$35.5K
|
+592
|
+0.9%
|
|
|
75
|
Managed Account Services
Coconut Grove,
Florida
|
$3.73M
|
+$438K
|
+7,295
|
+13%
|
|
