|
51
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.97M
|
+$376K
|
+7,213
|
+8%
|
|
|
52
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.92M
|
+$706K
|
+13,550
|
+17%
|
|
|
53
|
|
$4.4M
|
-$4.41M
|
-84,655
|
-50%
|
|
|
54
|
Running Point Capital Advisors
El Segundo,
California
|
$4.25M
|
+$21.3K
|
+408
|
+0.5%
|
|
|
55
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.17M
|
+$21.4K
|
+411
|
+0.5%
|
|
|
56
|
Strategic Financial Planning
Plano,
Texas
|
$4.13M
|
-$361K
|
-6,935
|
-8%
|
|
|
57
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.12M
|
+$306K
|
+5,880
|
+8%
|
|
|
58
|
Latigo Investments
Fort Lauderdale,
Florida
|
$4.11M
|
–
|
–
|
–
|
|
|
59
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.98M
|
+$3.99M
|
+76,540
|
New
|
|
|
60
|
Solitude Financial Services
Charlottesville,
Virginia
|
$3.89M
|
+$3M
|
+57,633
|
+335%
|
|
|
61
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.86M
|
+$309K
|
+5,933
|
+9%
|
|
|
62
|
|
$3.84M
|
+$1.03M
|
+19,841
|
+37%
|
|
|
63
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.8M
|
+$220K
|
+4,225
|
+6%
|
|
|
64
|
William Blair & Company
Chicago,
Illinois
|
$3.75M
|
-$74.9K
|
-1,438
|
-2%
|
|
|
65
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.73M
|
+$234K
|
+4,501
|
+7%
|
|
|
66
|
Mission Wealth Management
Santa Barbara,
California
|
$3.51M
|
+$325K
|
+6,245
|
+10%
|
|
|
67
|
Life Planning Partners
Jacksonville,
Florida
|
$3.44M
|
+$67.1K
|
+1,288
|
+2%
|
|
|
68
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.31M
|
-$81.8K
|
-1,571
|
-2%
|
|
|
69
|
Maryland Capital Advisors
Chester,
Maryland
|
$3.28M
|
+$120K
|
+2,297
|
+4%
|
|
|
70
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$3.26M
|
+$851K
|
+16,333
|
+35%
|
|
|
71
|
Northern Trust
Chicago,
Illinois
|
$3.22M
|
+$16.3K
|
+313
|
+0.5%
|
|
|
72
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.19M
|
+$3.2M
|
+61,449
|
New
|
|
|
73
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.86M
|
-$211K
|
-4,054
|
-7%
|
|
|
74
|
SOL Capital Management
Rockville,
Maryland
|
$2.84M
|
+$111K
|
+2,132
|
+4%
|
|
|
75
|
Northcape Wealth Management
Williamsville,
New York
|
$2.82M
|
+$348K
|
+6,674
|
+14%
|
|
