|
126
|
Wealth Architects
Mountain View,
California
|
$4.63M
|
+$849K
|
+16,678
|
+23%
|
|
|
127
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$4.57M
|
+$161K
|
+3,159
|
+4%
|
|
|
128
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$4.5M
|
+$1.69M
|
+33,145
|
+60%
|
|
|
129
|
William Blair & Company
Chicago,
Illinois
|
$4.5M
|
+$58.3K
|
+1,145
|
+1%
|
|
|
130
|
ProVise Management Group
Clearwater,
Florida
|
$4.46M
|
+$24.1K
|
+474
|
+0.5%
|
|
|
131
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.32M
|
+$303K
|
+5,958
|
+8%
|
|
|
132
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.28M
|
-$378K
|
-7,429
|
-8%
|
|
|
133
|
Martel Wealth Advisors
Vancouver,
Washington
|
$4.18M
|
+$204K
|
+4,006
|
+5%
|
|
|
134
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.14M
|
+$246K
|
+4,826
|
+6%
|
|
|
135
|
Larson Financial Group
St Louis,
Missouri
|
$4.13M
|
+$435K
|
+8,542
|
+12%
|
|
|
136
|
WhitTier Trust Company
Reno,
Nevada
|
$4.09M
|
-$1.02M
|
-20,000
|
-20%
|
|
|
137
|
Coastline Trust
Providence,
Rhode Island
|
$4.06M
|
+$59.8K
|
+1,175
|
+2%
|
|
|
138
|
Colorado Capital Management
Boulder,
Colorado
|
$4.05M
|
+$119K
|
+2,339
|
+3%
|
|
|
139
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.92M
|
+$645K
|
+12,670
|
+20%
|
|
|
140
|
NWAM LLC
Mercer Island,
Washington
|
$3.84M
|
-$175K
|
-3,440
|
-4%
|
|
|
141
|
Lenox Wealth Advisors
New York
|
$3.79M
|
-$131K
|
-2,572
|
-3%
|
|
|
142
|
Next Financial Group
Houston,
Texas
|
$3.77M
|
-$708K
|
-13,906
|
-16%
|
|
|
143
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$3.63M
|
+$3.61M
|
+70,944
|
New
|
|
|
144
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.58M
|
+$611K
|
+12,002
|
+18%
|
|
|
145
|
Wealthfront Advisers
Palo Alto,
California
|
$3.54M
|
-$121K
|
-2,378
|
-3%
|
|
|
146
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.41M
|
+$50.5K
|
+992
|
+2%
|
|
|
147
|
Perella Weinberg Partners Capital Management
New York
|
$3.4M
|
–
|
–
|
–
|
|
|
148
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.39M
|
+$2.7M
|
+52,996
|
+397%
|
|
|
149
|
|
$3.36M
|
-$146K
|
-2,864
|
-4%
|
|
|
150
|
Sage Rhino Capital
Menlo Park,
California
|
$3.34M
|
+$85.5K
|
+1,681
|
+3%
|
|
