|
51
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.38M
|
-$107K
|
-2,240
|
-2%
|
|
|
52
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.22M
|
-$693K
|
-14,504
|
-13%
|
|
|
53
|
|
$3.75M
|
–
|
–
|
–
|
|
|
54
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.66M
|
+$168K
|
+3,509
|
+4%
|
|
|
55
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.63M
|
-$660K
|
-13,815
|
-14%
|
|
|
56
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.62M
|
+$477K
|
+9,990
|
+14%
|
|
|
57
|
|
$3.62M
|
+$366K
|
+7,669
|
+10%
|
|
|
58
|
Strategic Financial Planning
Plano,
Texas
|
$3.5M
|
-$13.5K
|
-283
|
-0.4%
|
|
|
59
|
Running Point Capital Advisors
El Segundo,
California
|
$3.46M
|
-$171K
|
-3,586
|
-4%
|
|
|
60
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.44M
|
-$78.2K
|
-1,637
|
-2%
|
|
|
61
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.37M
|
-$21.1K
|
-441
|
-0.6%
|
|
|
62
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.33M
|
+$101K
|
+2,116
|
+3%
|
|
|
63
|
Life Planning Partners
Jacksonville,
Florida
|
$3.14M
|
+$220K
|
+4,610
|
+7%
|
|
|
64
|
William Blair & Company
Chicago,
Illinois
|
$3.13M
|
-$74K
|
-1,550
|
-2%
|
|
|
65
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$3M
|
+$1.13M
|
+23,566
|
+53%
|
|
|
66
|
Mission Wealth Management
Santa Barbara,
California
|
$2.99M
|
+$525
|
+11
|
+0%
|
|
|
67
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.84M
|
+$128K
|
+2,677
|
+4%
|
|
|
68
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.73M
|
-$607K
|
-12,714
|
-17%
|
|
|
69
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.71M
|
+$2.37M
|
+49,676
|
+430%
|
|
|
70
|
Northern Trust
Chicago,
Illinois
|
$2.68M
|
-$67.7K
|
-1,418
|
-2%
|
|
|
71
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.68M
|
-$112K
|
-2,352
|
-4%
|
|
|
72
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.65M
|
+$527K
|
+11,042
|
+23%
|
|
|
73
|
AWM Capital
Phoenix,
Arizona
|
$2.61M
|
+$2.81M
|
+58,882
|
New
|
|
|
74
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.58M
|
+$283K
|
+5,923
|
+11%
|
|
|
75
|
SOL Capital Management
Rockville,
Maryland
|
$2.47M
|
+$56.8K
|
+1,190
|
+2%
|
|
