|
51
|
Country Trust Bank
Bloomington,
Illinois
|
$4.8M
|
+$360K
|
+6,578
|
+8%
|
|
|
52
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.64M
|
+$490K
|
+8,951
|
+12%
|
|
|
53
|
Ameriprise
Minneapolis,
Minnesota
|
$4.53M
|
-$12.4M
|
-226,024
|
-74%
|
|
|
54
|
Managed Account Services
Coconut Grove,
Florida
|
$4.51M
|
+$153K
|
+2,800
|
+4%
|
|
|
55
|
Strategic Financial Planning
Plano,
Texas
|
$4.5M
|
+$605K
|
+11,064
|
+16%
|
|
|
56
|
Capital Insight Partners
Scottsdale,
Arizona
|
$4.48M
|
+$175K
|
+3,207
|
+4%
|
|
|
57
|
Running Point Capital Advisors
El Segundo,
California
|
$4.33M
|
+$379K
|
+6,925
|
+10%
|
|
|
58
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.3M
|
+$689K
|
+12,604
|
+20%
|
|
|
59
|
Gibson Capital
Wexford,
Pennsylvania
|
$4.24M
|
-$1.14M
|
-20,770
|
-21%
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$4.18M
|
-$258K
|
-4,713
|
-6%
|
|
|
61
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.91M
|
+$156K
|
+2,849
|
+4%
|
|
|
62
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.52M
|
+$290K
|
+5,299
|
+9%
|
|
|
63
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.44M
|
-$222K
|
-4,060
|
-6%
|
|
|
64
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.42M
|
+$1.04K
|
+19
|
+0%
|
|
|
65
|
Citadel Advisors
Miami,
Florida
|
$3.31M
|
+$3.25M
|
+59,346
|
New
|
|
|
66
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.23M
|
+$368K
|
+6,732
|
+13%
|
|
|
67
|
Commerce Bank
Kansas City,
Missouri
|
$3.08M
|
-$253K
|
-4,620
|
-8%
|
|
|
68
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$3.04M
|
–
|
–
|
–
|
|
|
69
|
Sentinel Trust
Houston,
Texas
|
$3.04M
|
+$2.98M
|
+54,462
|
New
|
|
|
70
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.91M
|
-$92.8K
|
-1,696
|
-3%
|
|
|
71
|
Mission Wealth Management
Santa Barbara,
California
|
$2.9M
|
-$12.4K
|
-226
|
-0.4%
|
|
|
72
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.89M
|
-$123K
|
-2,242
|
-4%
|
|
|
73
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.88M
|
+$98.6K
|
+1,803
|
+4%
|
|
|
74
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.83M
|
+$48.2K
|
+882
|
+2%
|
|
|
75
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.75M
|
+$318K
|
+5,812
|
+13%
|
|
