|
1001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$338K
|
+$34K
|
+160
|
+11%
|
|
|
1002
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$338K
|
+$137K
|
+645
|
+69%
|
|
|
1003
|
Empirical Wealth Management
Seattle,
Washington
|
$338K
|
+$336K
|
+1,577
|
New
|
|
|
1004
|
|
$338K
|
+$336K
|
+1,579
|
New
|
|
|
1005
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$337K
|
–
|
–
|
–
|
|
|
1006
|
Corundum Group
Colorado Springs,
Colorado
|
$336K
|
+$6.6K
|
+31
|
+2%
|
|
|
1007
|
180 Wealth Advisors
Federal Way,
Washington
|
$333K
|
-$12.8K
|
-60
|
-4%
|
|
|
1008
|
Proficio Capital Partners
Newton,
Massachusetts
|
$333K
|
+$331K
|
+1,554
|
New
|
|
|
1009
|
FAS Wealth Partners
Leawood,
Kansas
|
$331K
|
+$638
|
+3
|
+0.2%
|
|
|
1010
|
Insight Advisors
Newtown,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
1011
|
Savant Capital
Rockford,
Illinois
|
$328K
|
+$7.02K
|
+33
|
+2%
|
|
|
1012
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$327K
|
-$16.2K
|
-76
|
-5%
|
|
|
1013
|
Plancorp LLC
Saint Louis,
Missouri
|
$327K
|
-$3.4K
|
-16
|
-1%
|
|
|
1014
|
Fayez Sarofim & Co
Houston,
Texas
|
$324K
|
-$1.06K
|
-5
|
-0.3%
|
|
|
1015
|
Aspiriant LLC
Los Angeles,
California
|
$321K
|
-$1.49K
|
-7
|
-0.5%
|
|
|
1016
|
Institute for Wealth Management
Denver,
Colorado
|
$320K
|
+$58.5K
|
+275
|
+23%
|
|
|
1017
|
Allegiant Private Advisors
Sarasota,
Florida
|
$316K
|
+$213
|
+1
|
+0.1%
|
|
|
1018
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$314K
|
–
|
–
|
–
|
|
|
1019
|
Accredited Investors
Edina,
Minnesota
|
$312K
|
-$10.6K
|
-50
|
-3%
|
|
|
1020
|
Donor Advised Charitable Giving
San Francisco,
California
|
$311K
|
–
|
–
|
–
|
|
|
1021
|
Financial Engines Advisors
Santa Clara,
California
|
$310K
|
–
|
–
|
–
|
|
|
1022
|
Rothschild Investment LLC
Chicago,
Illinois
|
$310K
|
–
|
–
|
–
|
|
|
1023
|
WealthStone
Columbus,
Ohio
|
$310K
|
+$19.1K
|
+90
|
+7%
|
|
|
1024
|
SFE Investment Counsel
Los Angeles,
California
|
$310K
|
+$92.6K
|
+435
|
+43%
|
|
|
1025
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$306K
|
-$85.1K
|
-400
|
-22%
|
|
