|
51
|
Country Trust Bank
Bloomington,
Illinois
|
$5.25M
|
+$286K
|
+4,871
|
+6%
|
|
|
52
|
Running Point Capital Advisors
El Segundo,
California
|
$4.91M
|
+$103K
|
+1,762
|
+2%
|
|
|
53
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.88M
|
+$5.08M
|
+86,653
|
New
|
|
|
54
|
Penobscot Wealth Management
Portland,
Maine
|
$4.75M
|
+$212K
|
+3,609
|
+4%
|
|
|
55
|
|
$4.7M
|
-$11.1M
|
-189,780
|
-69%
|
|
|
56
|
Strategic Financial Planning
Plano,
Texas
|
$4.6M
|
+$149K
|
+2,534
|
+3%
|
|
|
57
|
Barclays
London,
United Kingdom
|
$4.43M
|
+$868K
|
+14,787
|
+23%
|
|
|
58
|
William Blair & Company
Chicago,
Illinois
|
$4.19M
|
-$32.5K
|
-554
|
-0.7%
|
|
|
59
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.1M
|
+$60.2K
|
+1,026
|
+1%
|
|
|
60
|
Managed Account Services
Coconut Grove,
Florida
|
$4.05M
|
-$537K
|
-9,158
|
-11%
|
|
|
61
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4M
|
+$1.4M
|
+23,913
|
+51%
|
|
|
62
|
Ameriprise
Minneapolis,
Minnesota
|
$4M
|
-$715K
|
-12,178
|
-15%
|
|
|
63
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.76M
|
+$396K
|
+6,743
|
+11%
|
|
|
64
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.7M
|
+$20.7K
|
+352
|
+0.5%
|
|
|
65
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.66M
|
+$265K
|
+4,515
|
+7%
|
|
|
66
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.65M
|
+$33K
|
+562
|
+0.9%
|
|
|
67
|
Bank of New York Mellon
New York
|
$3.58M
|
+$211K
|
+3,596
|
+6%
|
|
|
68
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.32M
|
+$56.3K
|
+960
|
+2%
|
|
|
69
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.29M
|
+$196K
|
+3,334
|
+6%
|
|
|
70
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$3.19M
|
+$229K
|
+3,905
|
+7%
|
|
|
71
|
Mission Wealth Management
Santa Barbara,
California
|
$3.18M
|
+$95.4K
|
+1,625
|
+3%
|
|
|
72
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$3.09M
|
–
|
–
|
–
|
|
|
73
|
Commerce Bank
Kansas City,
Missouri
|
$2.85M
|
-$130K
|
-2,215
|
-4%
|
|
|
74
|
Gradient Capital Advisors
San Diego,
California
|
$2.75M
|
+$39.7K
|
+676
|
+1%
|
|
|
75
|
SOL Capital Management
Rockville,
Maryland
|
$2.74M
|
+$194K
|
+3,298
|
+7%
|
|
