|
126
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$265K
|
+$13.4K
|
+1,012
|
+5%
|
|
|
127
|
Wealth Architects
Mountain View,
California
|
$259K
|
+$249K
|
+18,776
|
New
|
|
|
128
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$257K
|
-$9.67K
|
-728
|
-4%
|
|
|
129
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$255K
|
+$246K
|
+18,500
|
New
|
|
|
130
|
HL Financial Services
Louisville,
Kentucky
|
$245K
|
–
|
–
|
–
|
|
|
131
|
Perigon Wealth Management
San Francisco,
California
|
$240K
|
-$18.5K
|
-1,396
|
-7%
|
|
|
132
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$239K
|
-$19.9K
|
-1,500
|
-8%
|
|
|
133
|
Howe & Rusling
Rochester,
New York
|
$234K
|
-$26.3K
|
-1,980
|
-10%
|
|
|
134
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$230K
|
+$4.67K
|
+352
|
+2%
|
|
|
135
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$229K
|
+$221K
|
+16,640
|
New
|
|
|
136
|
Barrett Asset Management
New York
|
$221K
|
+$1.06K
|
+80
|
+0.5%
|
|
|
137
|
Capital Advantage
Walnut Creek,
California
|
$217K
|
+$209K
|
+15,760
|
New
|
|
|
138
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$215K
|
-$3.19K
|
-240
|
-2%
|
|
|
139
|
Tortoise Investment Management
White Plains,
New York
|
$209K
|
+$2.13K
|
+160
|
+1%
|
|
|
140
|
Cubic Asset Management
Boston,
Massachusetts
|
$201K
|
+$194K
|
+14,600
|
New
|
|
|
141
|
Placemark Investments
Chicago,
Illinois
|
$199K
|
-$471K
|
-35,464
|
-71%
|
|
|
142
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$199K
|
–
|
–
|
–
|
|
|
143
|
Creative Planning
Overland Park,
Kansas
|
$148K
|
+$57.7K
|
+4,348
|
+68%
|
|
|
144
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114K
|
+$61K
|
+4,596
|
+124%
|
|
|
145
|
Crosspoint Capital Strategies
Orinda,
California
|
$111K
|
+$57K
|
+4,292
|
+115%
|
|
|
146
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$107K
|
+$319
|
+24
|
+0.3%
|
|
|
147
|
LBA Wealth Management
Jacksonville,
Florida
|
$105K
|
–
|
–
|
–
|
|
|
148
|
Chevy Chase Trust
Bethesda,
Maryland
|
$103K
|
-$2.87K
|
-216
|
-3%
|
|
|
149
|
WealthTrust Fairport
Cleveland,
Ohio
|
$97K
|
+$319
|
+24
|
+0.3%
|
|
|
150
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$84K
|
–
|
–
|
–
|
|
