|
51
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.27M
|
-$878K
|
-20,228
|
-19%
|
|
|
52
|
Northern Trust
Chicago,
Illinois
|
$3.23M
|
+$1.04M
|
+24,035
|
+40%
|
|
|
53
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.07M
|
+$126K
|
+2,907
|
+4%
|
|
|
54
|
Strategic Financial Planning
Plano,
Texas
|
$2.87M
|
-$166K
|
-3,820
|
-5%
|
|
|
55
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.87M
|
-$35.9K
|
-828
|
-1%
|
|
|
56
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.77M
|
-$122K
|
-2,801
|
-4%
|
|
|
57
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.75M
|
-$503K
|
-11,584
|
-14%
|
|
|
58
|
Life Planning Partners
Jacksonville,
Florida
|
$2.7M
|
-$4.04K
|
-93
|
-0.1%
|
|
|
59
|
MBB Public Markets
Chicago,
Illinois
|
$2.69M
|
+$2.62M
|
+60,400
|
+602%
|
|
|
60
|
Mission Wealth Management
Santa Barbara,
California
|
$2.63M
|
+$54.7K
|
+1,260
|
+2%
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$2.58M
|
-$129K
|
-2,980
|
-4%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.54M
|
+$219K
|
+5,050
|
+8%
|
|
|
63
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.54M
|
+$99.5K
|
+2,294
|
+4%
|
|
|
64
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.47M
|
+$2.1M
|
+48,370
|
+297%
|
|
|
65
|
Perella Weinberg Partners Capital Management
New York
|
$2.41M
|
-$3.11M
|
-71,750
|
-53%
|
|
|
66
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.35M
|
+$147K
|
+3,393
|
+6%
|
|
|
67
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.31M
|
+$2.73K
|
+63
|
+0.1%
|
|
|
68
|
Running Point Capital Advisors
El Segundo,
California
|
$2.26M
|
-$825K
|
-19,009
|
-24%
|
|
|
69
|
SOL Capital Management
Rockville,
Maryland
|
$2.13M
|
-$1.95K
|
-45
|
-0.1%
|
|
|
70
|
Gradient Capital Advisors
San Diego,
California
|
$2.1M
|
+$4.21K
|
+97
|
+0.2%
|
|
|
71
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.07M
|
+$128K
|
+2,954
|
+6%
|
|
|
72
|
Employees Retirement System of Texas
Austin,
Texas
|
$2.06M
|
+$2.34M
|
+53,906
|
New
|
|
|
73
|
Northcape Wealth Management
Williamsville,
New York
|
$2.06M
|
-$38.8K
|
-894
|
-2%
|
|
|
74
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.05M
|
+$49.6K
|
+1,144
|
+2%
|
|
|
75
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.98M
|
-$405K
|
-9,333
|
-15%
|
|
