|
851
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$317K
|
+$297K
|
+1,817
|
New
|
|
|
852
|
Nexpoint Asset Management
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
853
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$311K
|
-$25.7K
|
-157
|
-8%
|
|
|
854
|
MTM Investment Management
Spartanburg,
South Carolina
|
$310K
|
–
|
–
|
–
|
|
|
855
|
NBT Bank
Norwich,
New York
|
$310K
|
–
|
–
|
–
|
|
|
856
|
Tiemann Investment Advisors
Menlo Park,
California
|
$309K
|
-$30.3K
|
-185
|
-9%
|
|
|
857
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$309K
|
+$3.6K
|
+22
|
+1%
|
|
|
858
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$309K
|
+$2.13K
|
+13
|
+0.7%
|
|
|
859
|
PDS Planning
Dublin,
Ohio
|
$308K
|
+$16.5K
|
+101
|
+6%
|
|
|
860
|
CreativeOne Wealth
Overland Park,
Kansas
|
$305K
|
+$57.6K
|
+352
|
+25%
|
|
|
861
|
Cohen Capital Management
Corte Madera,
California
|
$305K
|
–
|
–
|
–
|
|
|
862
|
Shelton Capital Management
Denver,
Colorado
|
$304K
|
–
|
–
|
–
|
|
|
863
|
Thoma Capital Management
Towson,
Maryland
|
$303K
|
-$23.1K
|
-141
|
-8%
|
|
|
864
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$301K
|
+$14.9K
|
+91
|
+6%
|
|
|
865
|
MBB Public Markets
Chicago,
Illinois
|
$300K
|
-$62.3K
|
-381
|
-18%
|
|
|
866
|
Bailard
Foster City,
California
|
$299K
|
-$1.31K
|
-8
|
-0.5%
|
|
|
867
|
Freestone Grove Partners
San Francisco,
California
|
$298K
|
-$705K
|
-4,313
|
-72%
|
|
|
868
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$298K
|
-$10.5K
|
-64
|
-4%
|
|
|
869
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$297K
|
-$12.4K
|
-76
|
-4%
|
|
|
870
|
Monument Capital Management
Alexandria,
Virginia
|
$294K
|
+$275K
|
+1,684
|
New
|
|
|
871
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$294K
|
+$16.4K
|
+100
|
+6%
|
|
|
872
|
Global Retirement Partners
San Rafael,
California
|
$293K
|
+$275K
|
+1,680
|
New
|
|
|
873
|
Aviance Capital Partners
Naples,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
874
|
Amarillo National Bank
Amarillo,
Texas
|
$291K
|
–
|
–
|
–
|
|
|
875
|
Focus Financial Network
Minneapolis,
Minnesota
|
$290K
|
+$6.05K
|
+37
|
+2%
|
|
