|
51
|
Wealth Architects
Mountain View,
California
|
$10M
|
+$28.7K
|
+405
|
+0.3%
|
|
|
52
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.98M
|
+$7.96M
|
+112,091
|
+461%
|
|
|
53
|
Lake Point Wealth Management
Rockwall,
Texas
|
$9.54M
|
+$1.65M
|
+23,244
|
+22%
|
|
|
54
|
Financial Management Professionals
Austin,
Texas
|
$9.09M
|
-$8.12M
|
-114,370
|
-48%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$8.63M
|
+$56.8K
|
+800
|
+0.7%
|
|
|
56
|
|
$8.17M
|
-$894K
|
-12,600
|
-10%
|
|
|
57
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.1M
|
+$1.21M
|
+16,993
|
+18%
|
|
|
58
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$7.89M
|
-$13.5K
|
-190
|
-0.2%
|
|
|
59
|
Zhang Financial
Portage,
Michigan
|
$7.65M
|
+$143K
|
+2,021
|
+2%
|
|
|
60
|
Claybrook Capital
Wellesley,
Massachusetts
|
$7.55M
|
+$6.41M
|
+90,303
|
+698%
|
|
|
61
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.16M
|
-$5.33M
|
-75,036
|
-43%
|
|
|
62
|
Bank of New York Mellon
New York
|
$6.98M
|
-$16K
|
-225
|
-0.2%
|
|
|
63
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.88M
|
+$6.67M
|
+93,972
|
New
|
|
|
64
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.86M
|
+$488K
|
+6,879
|
+8%
|
|
|
65
|
Accredited Investors
Edina,
Minnesota
|
$6.06M
|
-$4.23M
|
-59,581
|
-42%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$6.06M
|
+$474K
|
+6,672
|
+9%
|
|
|
67
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$5.55M
|
-$56.3K
|
-793
|
-1%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.38M
|
+$1.13M
|
+15,946
|
+28%
|
|
|
69
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.37M
|
-$3.63M
|
-51,116
|
-41%
|
|
|
70
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$5.36M
|
–
|
–
|
–
|
|
|
71
|
Advisor Group
Phoenix,
Arizona
|
$5.33M
|
-$102K
|
-1,433
|
-2%
|
|
|
72
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$5.06M
|
-$159K
|
-2,236
|
-3%
|
|
|
73
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.68M
|
+$641K
|
+9,035
|
+16%
|
|
|
74
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$4.52M
|
+$4.38M
|
+61,781
|
New
|
|
|
75
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$4.42M
|
+$93K
|
+1,311
|
+2%
|
|
