|
51
|
Traveka Wealth
Los Altos,
California
|
$4.12M
|
+$441K
|
+10,799
|
+12%
|
|
|
52
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.1M
|
+$37.8K
|
+925
|
+1%
|
|
|
53
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.96M
|
-$95.4K
|
-2,337
|
-2%
|
|
|
54
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.67M
|
+$523K
|
+12,820
|
+17%
|
|
|
55
|
Mission Wealth Management
Santa Barbara,
California
|
$3.52M
|
+$353K
|
+8,655
|
+12%
|
|
|
56
|
LPL Financial
San Diego,
California
|
$3.45M
|
-$464K
|
-11,363
|
-12%
|
|
|
57
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.43M
|
+$297K
|
+7,267
|
+10%
|
|
|
58
|
Financial Alternatives
La Jolla,
California
|
$3.33M
|
+$218K
|
+5,350
|
+7%
|
|
|
59
|
SVB Wealth
Boston,
Massachusetts
|
$3.31M
|
+$1.53M
|
+37,476
|
+91%
|
|
|
60
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.27M
|
+$131K
|
+3,213
|
+4%
|
|
|
61
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.07M
|
+$79.8K
|
+1,955
|
+3%
|
|
|
62
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.01M
|
-$122
|
-3
|
-0%
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.85M
|
-$1.13M
|
-27,655
|
-29%
|
|
|
64
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.85M
|
+$73.3K
|
+1,794
|
+3%
|
|
|
65
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$2.66M
|
+$1.47M
|
+35,916
|
+132%
|
|
|
66
|
Perella Weinberg Partners Capital Management
New York
|
$2.66M
|
–
|
–
|
–
|
|
|
67
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.64M
|
-$81.3K
|
-1,990
|
-3%
|
|
|
68
|
Windham Capital Management
Boston,
Massachusetts
|
$2.63M
|
-$15.2K
|
-373
|
-0.6%
|
|
|
69
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.62M
|
+$119K
|
+2,911
|
+5%
|
|
|
70
|
Gradient Capital Advisors
San Diego,
California
|
$2.58M
|
-$133K
|
-3,261
|
-5%
|
|
|
71
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.51M
|
-$3.67K
|
-90
|
-0.2%
|
|
|
72
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$2.44M
|
+$316K
|
+7,750
|
+15%
|
|
|
73
|
Vista Capital Partners
Portland,
Oregon
|
$2.32M
|
+$31.9K
|
+781
|
+1%
|
|
|
74
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.31M
|
+$13.6K
|
+332
|
+0.6%
|
|
|
75
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.31M
|
+$136K
|
+3,330
|
+6%
|
|
