|
1001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$506K
|
-$12.2K
|
-190
|
-3%
|
|
|
1002
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$506K
|
–
|
–
|
–
|
|
|
1003
|
&Partners
Nashville,
Tennessee
|
$506K
|
+$195K
|
+3,030
|
+72%
|
|
|
1004
|
Equitable Trust
Nashville,
Tennessee
|
$499K
|
+$137K
|
+2,130
|
+42%
|
|
|
1005
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$495K
|
+$182K
|
+2,830
|
+66%
|
|
|
1006
|
Privium Fund Management (UK)
London,
United Kingdom
|
$494K
|
+$446K
|
+6,950
|
New
|
|
|
1007
|
Financial Advocates Investment Management
Olympia,
Washington
|
$493K
|
–
|
–
|
–
|
|
|
1008
|
Clare Market Investments
Dallas,
Texas
|
$492K
|
+$177K
|
+2,750
|
+64%
|
|
|
1009
|
Forte Capital
Rochester,
New York
|
$488K
|
+$10.9K
|
+170
|
+2%
|
|
|
1010
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$485K
|
–
|
–
|
–
|
|
|
1011
|
Capital Investment Advisors
Atlanta,
Georgia
|
$483K
|
+$444K
|
+6,910
|
New
|
|
|
1012
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$478K
|
+$8.99K
|
+140
|
+2%
|
|
|
1013
|
Realta Investment Advisors
Wilmington,
Delaware
|
$473K
|
+$18.6K
|
+290
|
+4%
|
|
|
1014
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$470K
|
+$432K
|
+6,730
|
New
|
|
|
1015
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$466K
|
-$91.8K
|
-1,430
|
-18%
|
|
|
1016
|
Fayez Sarofim & Co
Houston,
Texas
|
$466K
|
+$112K
|
+1,750
|
+36%
|
|
|
1017
|
E Fund Management (HK)
Central,
Hong Kong
|
$465K
|
+$427K
|
+6,650
|
New
|
|
|
1018
|
Valley Wealth Managers
Paramus,
New Jersey
|
$463K
|
+$42.4K
|
+660
|
+11%
|
|
|
1019
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$461K
|
-$3.85K
|
-60
|
-0.9%
|
|
|
1020
|
Narus Financial Partners
Salt Lake City,
Utah
|
$460K
|
–
|
–
|
–
|
|
|
1021
|
Root Financial Partners
Encinitas,
California
|
$458K
|
+$16.7K
|
+260
|
+4%
|
|
|
1022
|
|
$458K
|
+$421K
|
+6,560
|
New
|
|
|
1023
|
Affinity Capital Advisors
Berkeley,
California
|
$458K
|
-$38.5K
|
-600
|
-8%
|
|
|
1024
|
SP Asset Management
Cupertino,
California
|
$456K
|
–
|
–
|
–
|
|
|
1025
|
Tiemann Investment Advisors
Menlo Park,
California
|
$455K
|
-$9.63K
|
-150
|
-2%
|
|
