|
1001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$515K
|
–
|
–
|
–
|
|
|
1002
|
Asset Planning Services Inc
Covington,
Louisiana
|
$514K
|
–
|
–
|
–
|
|
|
1003
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$507K
|
-$74.8K
|
-137
|
-15%
|
|
|
1004
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$506K
|
–
|
–
|
–
|
|
|
1005
|
Quantum Financial Partners
Overland Park,
Kansas
|
$506K
|
+$421K
|
+772
|
New
|
|
|
1006
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$506K
|
+$90K
|
+165
|
+27%
|
|
|
1007
|
|
$504K
|
–
|
–
|
–
|
|
|
1008
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$502K
|
–
|
–
|
–
|
|
|
1009
|
Kropog Financial Group
Mandeville,
Louisiana
|
$500K
|
+$416K
|
+762
|
New
|
|
|
1010
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$500K
|
+$14.7K
|
+27
|
+4%
|
|
|
1011
|
Palumbo Wealth Management
Great Neck,
New York
|
$498K
|
–
|
–
|
–
|
|
|
1012
|
Rational Advisors
Huntington,
New York
|
$494K
|
+$411K
|
+753
|
New
|
|
|
1013
|
Summit Wealth Partners
Orlando,
Florida
|
$489K
|
+$407K
|
+746
|
New
|
|
|
1014
|
Financial Engines Advisors
Santa Clara,
California
|
$485K
|
-$9.28K
|
-17
|
-2%
|
|
|
1015
|
Zacks Investment Management
Chicago,
Illinois
|
$484K
|
-$24K
|
-44
|
-6%
|
|
|
1016
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$484K
|
+$403K
|
+738
|
New
|
|
|
1017
|
Sequent Planning
Omaha,
Nebraska
|
$483K
|
+$7.09K
|
+13
|
+2%
|
|
|
1018
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$481K
|
+$8.73K
|
+16
|
+2%
|
|
|
1019
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$479K
|
–
|
–
|
–
|
|
|
1020
|
SP Asset Management
Cupertino,
California
|
$477K
|
+$95.5K
|
+175
|
+32%
|
|
|
1021
|
Cahill Financial Advisors
Edina,
Minnesota
|
$475K
|
+$38.7K
|
+71
|
+11%
|
|
|
1022
|
Burney Company
Reston,
Virginia
|
$475K
|
+$26.2K
|
+48
|
+7%
|
|
|
1023
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$473K
|
+$393K
|
+721
|
New
|
|
|
1024
|
Hendershot Investments
Centreville,
Virginia
|
$471K
|
-$44.7K
|
-82
|
-10%
|
|
|
1025
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$471K
|
-$47.5K
|
-87
|
-11%
|
|
