|
151
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.3M
|
–
|
–
|
–
|
|
|
152
|
Asset Dedication LLC
San Francisco,
California
|
$1.29M
|
-$54.9K
|
-1,538
|
-4%
|
|
|
153
|
IEQ Capital
Foster City,
California
|
$1.25M
|
+$193K
|
+5,399
|
+20%
|
|
|
154
|
Wealthfront Advisers
Palo Alto,
California
|
$1.24M
|
-$23K
|
-644
|
-2%
|
|
|
155
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.21M
|
-$498K
|
-13,969
|
-31%
|
|
|
156
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.21M
|
+$13.8K
|
+388
|
+1%
|
|
|
157
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.18M
|
–
|
–
|
–
|
|
|
158
|
HB Wealth Management
Atlanta,
Georgia
|
$1.13M
|
-$51.7K
|
-1,449
|
-5%
|
|
|
159
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.11M
|
+$4.42K
|
+124
|
+0.4%
|
|
|
160
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.09M
|
+$72.5K
|
+2,032
|
+8%
|
|
|
161
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.08M
|
-$136K
|
-3,808
|
-12%
|
|
|
162
|
ProVise Management Group
Clearwater,
Florida
|
$1.07M
|
-$135K
|
-3,779
|
-12%
|
|
|
163
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.06M
|
+$69.8K
|
+1,957
|
+8%
|
|
|
164
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.05M
|
–
|
–
|
–
|
|
|
165
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.01M
|
+$12.9K
|
+362
|
+1%
|
|
|
166
|
Bruce G. Allen Investments
Denver,
Colorado
|
$999K
|
+$193K
|
+5,406
|
+26%
|
|
|
167
|
Stephens Inc
Little Rock,
Arkansas
|
$982K
|
-$28.9K
|
-811
|
-3%
|
|
|
168
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$966K
|
+$17K
|
+477
|
+2%
|
|
|
169
|
Leavell Investment Management
Mobile,
Alabama
|
$930K
|
-$87.2K
|
-2,446
|
-9%
|
|
|
170
|
Rockefeller Capital Management
New York
|
$912K
|
-$9.63K
|
-270
|
-1%
|
|
|
171
|
Modera Wealth Management
Westwood,
New Jersey
|
$912K
|
+$102K
|
+2,856
|
+14%
|
|
|
172
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$898K
|
+$36.8K
|
+1,032
|
+5%
|
|
|
173
|
CVA Family Office
Denver,
Colorado
|
$893K
|
+$357
|
+10
|
+0%
|
|
|
174
|
Austin Wealth Management
Austin,
Texas
|
$893K
|
-$23.9K
|
-669
|
-3%
|
|
|
175
|
True North Advisors
Dallas,
Texas
|
$893K
|
+$836K
|
+23,454
|
New
|
|
