|
26
|
Wealth Architects
Mountain View,
California
|
$954K
|
-$4.77K
|
-159
|
-0.5%
|
|
|
27
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$891K
|
+$309K
|
+10,305
|
+49%
|
|
|
28
|
Summit Financial Strategies
Columbus,
Ohio
|
$881K
|
+$20.3K
|
+678
|
+2%
|
|
|
29
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$870K
|
-$43.5K
|
-1,450
|
-5%
|
|
|
30
|
Choreo LLC
Rockford,
Illinois
|
$833K
|
+$62.7K
|
+2,093
|
+8%
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$787K
|
-$4.02K
|
-134
|
-0.5%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$720K
|
-$36.1K
|
-1,204
|
-5%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$703K
|
-$22K
|
-734
|
-3%
|
|
|
34
|
Cabot Wealth Management
Salem,
Massachusetts
|
$696K
|
+$6.24K
|
+208
|
+0.9%
|
|
|
35
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$667K
|
+$88.1K
|
+2,937
|
+14%
|
|
|
36
|
Evensky & Katz
Coral Gables,
Florida
|
$638K
|
+$149K
|
+4,980
|
+29%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$548K
|
-$11.9K
|
-396
|
-2%
|
|
|
38
|
BOK Financial Private Wealth
Denver,
Colorado
|
$540K
|
+$33.3K
|
+1,112
|
+6%
|
|
|
39
|
Sequoia Financial Advisors
Akron,
Ohio
|
$517K
|
+$106K
|
+3,548
|
+24%
|
|
|
40
|
Bartlett & Co
Cincinnati,
Ohio
|
$482K
|
+$14.2K
|
+475
|
+3%
|
|
|
41
|
Alesco Advisors
Pittsford,
New York
|
$441K
|
+$5.25K
|
+175
|
+1%
|
|
|
42
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$388K
|
–
|
–
|
–
|
|
|
43
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$372K
|
+$8.06K
|
+269
|
+2%
|
|
|
44
|
Krilogy Financial
St. Louis,
Missouri
|
$371K
|
+$390K
|
+12,993
|
New
|
|
|
45
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$364K
|
+$15.1K
|
+502
|
+4%
|
|
|
46
|
|
$353K
|
-$30.8K
|
-1,028
|
-8%
|
|
|
47
|
Vigilant Capital Management
Portland,
Maine
|
$340K
|
-$399K
|
-13,321
|
-53%
|
|
|
48
|
Concert Wealth Management
San Jose,
California
|
$308K
|
+$73.6K
|
+2,454
|
+29%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$307K
|
+$312K
|
+10,393
|
New
|
|
|
50
|
Vista Capital Partners
Portland,
Oregon
|
$300K
|
+$10.3K
|
+345
|
+3%
|
|
