|
51
|
LPL Financial
San Diego,
California
|
$3.97M
|
+$1.19M
|
+29,838
|
+47%
|
|
|
52
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.86M
|
-$24.8K
|
-621
|
-0.7%
|
|
|
53
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$3.77M
|
+$3.53M
|
+88,474
|
New
|
|
|
54
|
Traveka Wealth
Los Altos,
California
|
$3.71M
|
+$3.47M
|
+87,055
|
New
|
|
|
55
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.56M
|
-$1.44M
|
-36,115
|
-30%
|
|
|
56
|
Mission Wealth Management
Santa Barbara,
California
|
$3.19M
|
+$419K
|
+10,511
|
+16%
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.19M
|
-$268K
|
-6,714
|
-8%
|
|
|
58
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.17M
|
+$189K
|
+4,733
|
+7%
|
|
|
59
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.16M
|
+$137K
|
+3,435
|
+5%
|
|
|
60
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.15M
|
+$345K
|
+8,645
|
+13%
|
|
|
61
|
Financial Alternatives
La Jolla,
California
|
$3.14M
|
-$139K
|
-3,487
|
-5%
|
|
|
62
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.04M
|
-$256K
|
-6,413
|
-8%
|
|
|
63
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.02M
|
-$136K
|
-3,412
|
-5%
|
|
|
64
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.98M
|
-$2.49M
|
-62,483
|
-47%
|
|
|
65
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.82M
|
+$75.4K
|
+1,892
|
+3%
|
|
|
66
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.75M
|
-$213K
|
-5,342
|
-8%
|
|
|
67
|
Gradient Capital Advisors
San Diego,
California
|
$2.75M
|
-$5.82K
|
-146
|
-0.2%
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
$2.74M
|
+$2.19M
|
+54,943
|
+580%
|
|
|
69
|
Perella Weinberg Partners Capital Management
New York
|
$2.69M
|
–
|
–
|
–
|
|
|
70
|
Windham Capital Management
Boston,
Massachusetts
|
$2.67M
|
-$1.04K
|
-26
|
-0%
|
|
|
71
|
Northern Trust
Chicago,
Illinois
|
$2.55M
|
-$5.94K
|
-149
|
-0.2%
|
|
|
72
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.54M
|
-$200K
|
-5,016
|
-8%
|
|
|
73
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.52M
|
+$243K
|
+6,088
|
+11%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$2.46M
|
-$713K
|
-17,869
|
-24%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$2.4M
|
-$461K
|
-11,567
|
-17%
|
|
