|
51
|
|
$3.95M
|
+$552K
|
+13,836
|
+17%
|
|
|
52
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.92M
|
+$571K
|
+14,327
|
+18%
|
|
|
53
|
LPL Financial
San Diego,
California
|
$3.63M
|
-$3.53M
|
-88,617
|
-50%
|
|
|
54
|
|
$3.62M
|
+$2.06M
|
+51,553
|
+143%
|
|
|
55
|
Strategic Financial Planning
Plano,
Texas
|
$3.53M
|
+$399K
|
+10,000
|
+13%
|
|
|
56
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.47M
|
-$119K
|
-2,993
|
-3%
|
|
|
57
|
LAM Group
Lake Oswego,
Oregon
|
$3.41M
|
+$3.29M
|
+82,550
|
New
|
|
|
58
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.31M
|
-$448K
|
-11,233
|
-12%
|
|
|
59
|
Sound Stewardship
Overland Park,
Kansas
|
$3.15M
|
+$3.04M
|
+76,304
|
New
|
|
|
60
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.1M
|
+$96.5K
|
+2,419
|
+3%
|
|
|
61
|
MBB Public Markets
Chicago,
Illinois
|
$3.04M
|
+$120K
|
+3,000
|
+4%
|
|
|
62
|
Rockefeller Capital Management
New York
|
$3.03M
|
-$674K
|
-16,907
|
-19%
|
|
|
63
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.99M
|
+$47.9K
|
+1,201
|
+2%
|
|
|
64
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.98M
|
-$1.7M
|
-42,657
|
-37%
|
|
|
65
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.92M
|
+$165K
|
+4,149
|
+6%
|
|
|
66
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.92M
|
+$2.82M
|
+70,653
|
New
|
|
|
67
|
AllianceBernstein
Nashville,
Tennessee
|
$2.86M
|
-$1.28M
|
-32,220
|
-32%
|
|
|
68
|
Financial Alternatives
La Jolla,
California
|
$2.8M
|
+$2.7M
|
+67,753
|
New
|
|
|
69
|
SOL Capital Management
Rockville,
Maryland
|
$2.65M
|
+$329K
|
+8,258
|
+15%
|
|
|
70
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.62M
|
+$72.8K
|
+1,825
|
+3%
|
|
|
71
|
Perella Weinberg Partners Capital Management
New York
|
$2.61M
|
–
|
–
|
–
|
|
|
72
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.58M
|
-$158K
|
-3,964
|
-6%
|
|
|
73
|
Northern Trust
Chicago,
Illinois
|
$2.54M
|
-$922K
|
-23,121
|
-27%
|
|
|
74
|
Gradient Capital Advisors
San Diego,
California
|
$2.5M
|
+$223K
|
+5,590
|
+10%
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
$2.49M
|
-$300K
|
-7,514
|
-11%
|
|
