|
151
|
Wealth Architects
Mountain View,
California
|
$229K
|
+$585
|
+13
|
+0.3%
|
|
|
152
|
Atria Investments
Charlotte,
North Carolina
|
$216K
|
+$211K
|
+4,683
|
New
|
|
|
153
|
3D Asset Management
Hartford,
Connecticut
|
$201K
|
+$196K
|
+4,348
|
New
|
|
|
154
|
Zions Bancorporation
Salt Lake City,
Utah
|
$146K
|
–
|
–
|
–
|
|
|
155
|
Creative Planning
Overland Park,
Kansas
|
$133K
|
-$60K
|
-1,335
|
-32%
|
|
|
156
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$123K
|
–
|
–
|
–
|
|
|
157
|
Avior Wealth Management
Omaha,
Nebraska
|
$108K
|
+$20.4K
|
+454
|
+24%
|
|
|
158
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$103K
|
+$100K
|
+2,223
|
New
|
|
|
159
|
Evercore Wealth Management
New York
|
$82K
|
-$103K
|
-2,280
|
-56%
|
|
|
160
|
Asset Dedication LLC
San Francisco,
California
|
$80K
|
–
|
–
|
–
|
|
|
161
|
Central Bank & Trust
Lexington,
Kentucky
|
$77K
|
–
|
–
|
–
|
|
|
162
|
Legg Mason
Baltimore,
Maryland
|
$73K
|
+$70.6K
|
+1,570
|
New
|
|
|
163
|
D.A. Davidson & Co
Great Falls,
Montana
|
$68K
|
-$1.22M
|
-27,033
|
-95%
|
|
|
164
|
Ballentine Partners
Waltham,
Massachusetts
|
$61K
|
–
|
–
|
–
|
|
|
165
|
|
$48K
|
+$46.6K
|
+1,035
|
New
|
|
|
166
|
Mariner
Overland Park,
Kansas
|
$41K
|
+$40.5K
|
+900
|
New
|
|
|
167
|
Ironwood Financial
Tucson,
Arizona
|
$36K
|
–
|
–
|
–
|
|
|
168
|
Krilogy Financial
St. Louis,
Missouri
|
$32K
|
–
|
–
|
–
|
|
|
169
|
SEI Investments
Oaks,
Pennsylvania
|
$31K
|
+$29.8K
|
+662
|
New
|
|
|
170
|
Concert Wealth Management
San Jose,
California
|
$29K
|
+$29.6K
|
+659
|
New
|
|
|
171
|
Montage Investments
Leawood,
Kansas
|
$25K
|
+$24.7K
|
+550
|
New
|
|
|
172
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$23K
|
+$4.81K
|
+107
|
+27%
|
|
|
173
|
Glassman Wealth Services
Vienna,
Virginia
|
$23K
|
+$22.6K
|
+502
|
New
|
|
|
174
|
TCI Wealth Advisors
Tucson,
Arizona
|
$22K
|
-$44.3K
|
-985
|
-67%
|
|
|
175
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$18K
|
–
|
–
|
–
|
|
