|
1001
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$325K
|
+$11.1K
|
+51
|
+3%
|
|
|
1002
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$324K
|
-$1.52K
|
-7
|
-0.4%
|
|
|
1003
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$324K
|
–
|
–
|
–
|
|
|
1004
|
Bridgefront Capital
Austin,
Texas
|
$324K
|
+$341K
|
+1,571
|
New
|
|
|
1005
|
G&S Capital
Denver,
Colorado
|
$321K
|
+$68.5K
|
+315
|
+25%
|
|
|
1006
|
Stokes Family Office
New Orleans,
Louisiana
|
$320K
|
+$338K
|
+1,553
|
New
|
|
|
1007
|
Insight Advisors
Newtown,
Pennsylvania
|
$319K
|
-$2.39K
|
-11
|
-0.7%
|
|
|
1008
|
FAS Wealth Partners
Leawood,
Kansas
|
$319K
|
+$869
|
+4
|
+0.3%
|
|
|
1009
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$318K
|
-$51.5K
|
-237
|
-13%
|
|
|
1010
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$318K
|
-$7.61K
|
-35
|
-2%
|
|
|
1011
|
Rothschild Investment LLC
Chicago,
Illinois
|
$318K
|
+$20K
|
+92
|
+6%
|
|
|
1012
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$313K
|
-$137K
|
-630
|
-29%
|
|
|
1013
|
Plancorp LLC
Saint Louis,
Missouri
|
$313K
|
-$1.74K
|
-8
|
-0.5%
|
|
|
1014
|
Fayez Sarofim & Co
Houston,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
1015
|
Aspiriant LLC
Los Angeles,
California
|
$310K
|
+$1.09K
|
+5
|
+0.3%
|
|
|
1016
|
Institute for Wealth Management
Denver,
Colorado
|
$308K
|
–
|
–
|
–
|
|
|
1017
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$307K
|
-$40.9K
|
-188
|
-11%
|
|
|
1018
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$307K
|
-$26.9K
|
-124
|
-8%
|
|
|
1019
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$306K
|
+$323K
|
+1,487
|
New
|
|
|
1020
|
Allegiant Private Advisors
Sarasota,
Florida
|
$305K
|
+$217
|
+1
|
+0.1%
|
|
|
1021
|
Jump Financial
Chicago,
Illinois
|
$304K
|
+$11.5K
|
+53
|
+4%
|
|
|
1022
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$304K
|
+$87.4K
|
+402
|
+37%
|
|
|
1023
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$302K
|
–
|
–
|
–
|
|
|
1024
|
Accredited Investors
Edina,
Minnesota
|
$300K
|
–
|
–
|
–
|
|
|
1025
|
Donor Advised Charitable Giving
San Francisco,
California
|
$300K
|
–
|
–
|
–
|
|
