|
51
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.38M
|
+$879K
|
+15,115
|
+20%
|
|
|
52
|
Country Trust Bank
Bloomington,
Illinois
|
$5.16M
|
+$137K
|
+2,352
|
+3%
|
|
|
53
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.02M
|
+$164K
|
+2,813
|
+3%
|
|
|
54
|
Capital Insight Partners
Scottsdale,
Arizona
|
$4.99M
|
+$308K
|
+5,285
|
+7%
|
|
|
55
|
Running Point Capital Advisors
El Segundo,
California
|
$4.99M
|
+$457K
|
+7,853
|
+10%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$4.76M
|
+$25K
|
+430
|
+0.5%
|
|
|
57
|
Managed Account Services
Coconut Grove,
Florida
|
$4.73M
|
+$3.67K
|
+63
|
+0.1%
|
|
|
58
|
Penobscot Wealth Management
Portland,
Maine
|
$4.71M
|
+$4.7M
|
+80,782
|
New
|
|
|
59
|
Strategic Financial Planning
Plano,
Texas
|
$4.62M
|
-$78.1K
|
-1,343
|
-2%
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$4.38M
|
-$698
|
-12
|
-0%
|
|
|
61
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.19M
|
+$99.1K
|
+1,704
|
+2%
|
|
|
62
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.92M
|
+$1.06M
|
+18,212
|
+37%
|
|
|
63
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.82M
|
+$133K
|
+2,293
|
+4%
|
|
|
64
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.76M
|
+$3.74M
|
+64,355
|
New
|
|
|
65
|
Barclays
London,
United Kingdom
|
$3.73M
|
+$1.55M
|
+26,688
|
+72%
|
|
|
66
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.53M
|
-$45.4K
|
-781
|
-1%
|
|
|
67
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.52M
|
+$143K
|
+2,453
|
+4%
|
|
|
68
|
Bank of New York Mellon
New York
|
$3.5M
|
-$25.7M
|
-441,669
|
-88%
|
|
|
69
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.38M
|
+$425K
|
+7,313
|
+14%
|
|
|
70
|
Perella Weinberg Partners Capital Management
New York
|
$3.33M
|
-$1.8M
|
-30,902
|
-35%
|
|
|
71
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.21M
|
+$608K
|
+10,444
|
+23%
|
|
|
72
|
Mission Wealth Management
Santa Barbara,
California
|
$3.2M
|
+$166K
|
+2,859
|
+6%
|
|
|
73
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$3.18M
|
+$23.3K
|
+400
|
+0.7%
|
|
|
74
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$3.08M
|
+$48.6K
|
+835
|
+2%
|
|
|
75
|
Commerce Bank
Kansas City,
Missouri
|
$3.08M
|
-$150K
|
-2,575
|
-5%
|
|
