2011 Top Wealth Manager Rankings
For a list of the 100 Top Wealth Managers, more data and analysis, please visit the 2011 Top Wealth Managers home page.
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| Rank | Firm Name | Name | Title | Year Business Started | Staff | Minimum AUM for Client | Total Assets ($000) | Average AUM Per Client ($000) | Number of Client Relationships |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Oxford Financial Group, Ltd.Oxford Financial Group, Ltd. | Jeffrey H. Thomasson | CEO, Managing Director | 1984 | 109 | $2,000,000 | $15,940,606 | $17,712 | 900 |
| 2 | Convergent Wealth AdvisorsConvergent Wealth Advisors | Steven D. Lockshin | Chairman, CEO | 1994 | 94 | $10,000,000 | $14,299,305 | $42,431 | 337 |
| 3 | SCS FinancialSCS Financial | Peter Mattoon | CEO | 2002 | 45 | $25,000,000 | $7,800,000 | $71,560 | 109 |
| 4 | Reynders, McVeigh Capital Management, LLCReynders, McVeigh Capital Management, LLC | Patrick McVeigh | President | 2005 | 14 | $6,634,000 | $30,018 | 221 | |
| 5 | Welch & Forbes LLCWelch & Forbes LLC | John H. Emmons, Jr. | President | 1838 | 53 | $1,000,000 | $3,264,073 | $10,203 | 619 |
| 6 | myCIO Wealth Partners, LLCmyCIO Wealth Partners, LLC | David E. Lees | Senior Partner | 2005 | 32 | $2,000,000 | $6,151,538 | $14,787 | 416 |
| 7 | Edelman Financial Services LLCEdelman Financial Services LLC | Ric Edelman | Chairman, CEO | 1987 | 233 | $50,000 | $5,959,949 | $426 | 14000 |
| 8 | The Mutual Fund StoreThe Mutual Fund Store | Adam Bold | CEO | 1996 | 227 | $50,000 | $5,944,506 | $195 | 30428 |
| 9 | Gresham Partners LLCGresham Partners LLC | Edward F Neild IV | President, CIO | 1997 | 27 | $25,000,000 | $5,877,245 | $85,177 | 69 |
| 10 | Tiedemann Wealth ManagementTiedemann Wealth Management | Craig Smith | President | 2009 | 46 | $20,000,000 | $5,874,234 | $66,753 | 88 |
| 11 | Johnson Investment CounselJohnson Investment Counsel | Timothy E. Johnson | President, CEO | 1965 | 89 | $250,000 | $5,835,940 | $2,313 | 2523 |
| 12 | Ballentine Partners, LLCBallentine Partners, LLC | Roy Ballentine | President | 1997 | 45 | $3,000,000 | $5,830,171 | $53,983 | 108 |
| 13 | BBR PartnersBBR Partners | Brett Barth, Arthur Black, Evan Roth | Managing Partners | 2000 | 56 | $20,000,000 | $5,391,600 | $74,883 | 72 |
| 14 | Litman/Gregory Asset Management, LLCLitman/Gregory Asset Management, LLC | Chris Wheaton | Managing Partner | 1987 | 51 | $3,000,000 | $4,859,269 | $18,908 | 257 |
| 15 | AspiriantAspiriant | Rob Francais | Chief Executive Officer | 2008 | 123 | $5,000,000 | $4,558,693 | $10,130 | 450 |
| 16 | Federal Street AdvisorsFederal Street Advisors | John LaPann | President | 1991 | 28 | $20,000,000 | $4,157,791 | $48,346 | 86 |
| 17 | Innovest Portfolio SolutionsInnovest Portfolio Solutions | Richard M. Todd | CEO | 1996 | 24 | $5,000,000 | $4,111,000 | $24,617 | 167 |
| 18 | Beacon Pointe AdvisorsBeacon Pointe Advisors | Shannon Eusey | President | 2002 | 45 | $100,000 | $4,016,084 | $5,398 | 744 |
| 19 | Joel Isaacson & Co., LLCJoel Isaacson & Co., LLC | Joel S. Isaacson | President | 1993 | 35 | $1,000,000 | $3,948,672 | $5,062 | 780 |
| 20 | Luminous Capital, LLCLuminous Capital, LLC | Mark Sear, David Hou, Alan Zafran, Robert Skinner, Eric Harrison, Kim Ip | Partner | 2008 | 25 | $5,000,000 | $3,800,000 | $12,667 | 300 |
| 21 | Athena Capital Advisors LLCAthena Capital Advisors LLC | Lisette Cooper | CEO | 1993 | 38 | $3,520,797 | $110,025 | 32 | |
| 22 | Hefren-Tillotson, Inc.Hefren-Tillotson, Inc. | Kim Tillotson Fleming | Chairman, CEO | 1948 | 143 | $100,000 | $3,350,279 | $701 | 4779 |
| 23 | GW & Wade, LLCGW & Wade, LLC | Michael Glor | Principal | 1986 | 91 | $3,320,869 | $1,696 | 1958 | |
| 24 | Bahl & Gaynor Investment Counsel, Inc.Bahl & Gaynor Investment Counsel, Inc. | William F. Bahl | President | 1990 | 39 | $750,000 | $3,137,414 | $6,835 | 459 |
| 25 | Lake Street AdvisorsLake Street Advisors | Greg Van Slyke | Manager | 2003 | 22 | $3,065,900 | $69,680 | 44 | |
| 26 | Massey Quick & Co., LLCMassey Quick & Co., LLC | Joseph Belfatto | Partner | 2004 | 20 | $5,000,000 | $2,987,601 | $22,296 | 134 |
| 27 | Buckingham Asset ManagementBuckingham Asset Management | Adam Birenbaum | CEO | 1994 | 100 | $2,859,000 | $1,826 | 1566 | |
| 28 | Ferguson Wellman Capital ManagementFerguson Wellman Capital Management | James Rudd | CEO, President | 1975 | 39 | $2,000,000 | $2,769,689 | $5,129 | 540 |
| 29 | Altair AdvisersAltair Advisers | Steven B. Weinstein | President, Chief Investment Officer | 2002 | 48 | $5,000,000 | $2,642,506 | $12,348 | 214 |
| 30 | Choate Investment AdvisorsChoate Investment Advisors | Todd Millay | Managing Director | 1996 | 10 | $2,000,000 | $2,486,102 | $4,735 | 525 |
| 31 | Hewins Financial Advisors, LLCHewins Financial Advisors, LLC | Roger Hewins | President | 1999 | 31 | $400,000 | $2,355,809 | $3,032 | 777 |
| 32 | Iron Capital AdvisorsIron Capital Advisors | Charles E Osborne | Managing Director | 2003 | 7 | $2,343,937 | $22,757 | 103 | |
| 33 | Tolleson Private Wealth ManagementTolleson Private Wealth Management | Eric W. Bennett | Chairman, CEO | 2000 | 58 | $10,000,000 | $2,275,000 | $23,947 | 95 |
| 34 | Bingham Osborn & Scarborough, LLCBingham Osborn & Scarborough, LLC | Kevin Dorwin | Managing Principal | 1985 | 32 | $2,000,000 | $2,200,564 | $2,854 | 771 |
| 35 | SignatureSignature | Randy Webb | President, CEO | 1994 | 29 | $5,000,000 | $2,157,523 | $14,101 | 153 |
| 36 | Harris SBSBHarris SBSB | Greg Sullivan | Managing Director | 1991 | 37 | $1,000,000 | $2,130,000 | $2,462 | 865 |
| 37 | Vogel ConsultingVogel Consulting | Rhona E. Vogel | Founder, CEO | 1993 | 28 | $10,000,000 | $2,124,000 | $42,480 | 50 |
| 38 | Homrich BergHomrich Berg | Andy Berg | CEO | 1989 | 55 | $2,099,261 | $2,799 | 750 | |
| 39 | True North Advisors LLCTrue North Advisors LLC | Scott Wood, Mark Gehlbach | Founding Principals | 2000 | 26 | $1,000,000 | $2,032,000 | $4,546 | 447 |
| 40 | Mill Creek Capital Advisors, LLCMill Creek Capital Advisors, LLC | Richard Stevens | CEO | 2006 | 21 | $5,000,000 | $2,001,541 | $25,019 | 80 |
| 41 | Arlington Family OfficeArlington Family Office | Kenneth Polk | CEO, Managing Member | 1998 | 28 | $20,000,000 | $2,000,000 | $43,478 | 46 |
| 42 | RMB Capital ManagementRMB Capital Management | Richard M. Burridge, Jr. | CEO, CIO | 2005 | 43 | $1,000,000 | $1,986,200 | $2,323 | 855 |
| 43 | Savant Capital Management IncSavant Capital Management Inc | Brent Brodeski | CEO | 1986 | 62 | $500,000 | $1,949,854 | $932 | 2093 |
| 44 | South Texas Money ManagementSouth Texas Money Management | Jeanie Wyatt | CEO | 2000 | 55 | $500,000 | $1,927,654 | $1,422 | 1356 |
| 45 | Creative Planning, Inc.Creative Planning, Inc. | Peter Mallouk | President & Chief Investment Officer | 1982 | 19 | $1,917,531 | $1,128 | 1700 | |
| 46 | Highmount CapitalHighmount Capital | Maarten R van Hengel | Partner | 2002 | 43 | $3,000,000 | $1,877,223 | $22,348 | 84 |
| 47 | Kovitz Investment Group, LLCKovitz Investment Group, LLC | Mitchell A. Kovitz | Principal, Portfolio Manager | 2003 | 32 | $500,000 | $1,768,000 | $1,954 | 905 |
| 48 | Balasa Dinverno Foltz LLCBalasa Dinverno Foltz LLC | Armond A. Dinverno | President, Co-CEO | 1986 | 31 | $1,000,000 | $1,746,338 | $2,205 | 792 |
| 49 | Financial Management PartnersFinancial Management Partners | Katherine B. Lintz | President, CEO | 1990 | 21 | $1,723,057 | $11,564 | 149 | |
| 50 | The MDE GroupThe MDE Group | Mitchell D. Eichen | CEO | 1987 | 26 | $3,000,000 | $1,718,266 | $9,288 | 185 |
| 51 | Manchester Capital Management LLCManchester Capital Management LLC | Ted Cronin | CEO, CIO | 1993 | 22 | $10,000,000 | $1,700,251 | $11,335 | 150 |
| 52 | Brighton Jones, LLCBrighton Jones, LLC | Jon Jones | Co-CEO | 1999 | 36 | $1,685,000 | $3,144 | 536 | |
| 53 | Pathstone Family OfficePathstone Family Office | Steve Braverman | Co-Founder, Managing Director | 2010 | 25 | $10,000,000 | $1,683,589 | $42,090 | 40 |
| 54 | Halbert HargroveHalbert Hargrove | Russ Hill | CEO | 1989 | 30 | $1,000,000 | $1,664,438 | $4,224 | 394 |
| 55 | Dowling & Yahnke, LLCDowling & Yahnke, LLC | Dale Yahnke | President | 1991 | 23 | $1,000,000 | $1,656,048 | $2,250 | 736 |
| 56 | Bartholomew & Company, Inc.Bartholomew & Company, Inc. | Thomas J. Bartholomew | President | 1994 | 20 | $1,642,000 | $1,665 | 986 | |
| 57 | JMG Financial Group, Ltd.JMG Financial Group, Ltd. | Marita A. Sullivan | CEO | 1984 | 45 | $1,000,000 | $1,613,916 | $3,676 | 439 |
| 58 | Badgley Phelps Investment ManagersBadgley Phelps Investment Managers | Steven C. Phelps | President | 1966 | 27 | $2,500,000 | $1,583,236 | $3,834 | 413 |
| 59 | American Portfolios Advisors, Inc.American Portfolios Advisors, Inc. | Lon T. Dolber | CEO | 2001 | 413 | $50,000 | $1,514,717 | $168 | 9000 |
| 60 | Telemus Capital PartnersTelemus Capital Partners | Jim Robinson | CEO, CIO | 2005 | 51 | $1,000,000 | $1,511,442 | $1,991 | 759 |
| 61 | WMS Partners, LLCWMS Partners, LLC | Timothy W. Chase | Managing Partner | 1992 | 27 | $5,000,000 | $1,497,515 | $6,292 | 238 |
| 62 | Budros, Ruhlin & Roe, Inc.Budros, Ruhlin & Roe, Inc. | Peggy M. Ruhlin | Managing Principal | 1979 | 42 | $500,000 | $1,473,874 | $2,641 | 558 |
| 63 | RCL Advisors, LLCRCL Advisors, LLC | William Cafero | Partner | 2006 | 9 | $2,000,000 | $1,403,266 | $13,238 | 106 |
| 64 | WTAS LLCWTAS LLC | Mark Vorsatz | CEO | 2002 | 29 | $1,359,807 | $9,999 | 136 | |
| 65 | Baker Tilly Investment Advisors, LLCBaker Tilly Investment Advisors, LLC | Steven Parish | President | 1997 | 36 | $250,000 | $1,308,231 | $1,428 | 916 |
| 66 | Hillview Capital Advisors, LLCHillview Capital Advisors, LLC | Jonathan J. Hochberg | President | 1999 | 20 | $10,000,000 | $1,242,430 | $15,727 | 79 |
| 67 | Paragon Investment Management Inc.Paragon Investment Management Inc. | Shari J Burns | President | 1991 | 15 | $1,000,000 | $1,229,310 | $4,454 | 276 |
| 68 | SignatureFD, LLCSignatureFD, LLC | Jeffrey S. Peller | Managing Director | 1997 | 26 | $2,000,000 | $1,175,021 | $3,109 | 378 |
| 69 | Circle Wealth ManagementCircle Wealth Management | Maria L. Kattan Chrin | Managing Partner | 2006 | 11 | $50,000,000 | $1,129,647 | $94,137 | 12 |
| 70 | Financial Clarity, Inc.Financial Clarity, Inc. | Stanford Young | Founder & President | 1992 | 10 | $30,000,000 | $1,111,613 | $35,858 | 31 |
| 71 | HbK Sorce Financial LLCHbK Sorce Financial LLC | Christopher Allegretti | CEO | 2001 | 47 | $1,102,249 | $286 | 3854 | |
| 72 | Moss Adams Wealth Advisors LLCMoss Adams Wealth Advisors LLC | Rebecca Pomering | CEO | 1988 | 37 | $1,101,336 | $1,262 | 873 | |
| 73 | Wipfli Hewins Investment Advisors, LLCWipfli Hewins Investment Advisors, LLC | Roger Hewins | President | 1999 | 27 | $1,080,822 | $1,660 | 651 | |
| 74 | Gerstein FisherGerstein Fisher | Gregg S. Fisher | President and Chief Investment Officer | 1993 | 27 | $1,074,000 | $1,534 | 700 | |
| 75 | RiverPoint Capital ManagementRiverPoint Capital Management | Valerie L. Newell | Chairman & Managing Director | 1995 | 17 | $1,000,000 | $1,071,003 | $3,368 | 318 |
| 76 | Morton Capital ManagementMorton Capital Management | Lon Morton | President and CEO | 1983 | 21 | $250,000 | $1,064,844 | $1,609 | 662 |
| 77 | Palisades Hudson Asset Management, L.P.Palisades Hudson Asset Management, L.P. | Larry M. Elkin | President | 1997 | 18 | $500,000 | $1,052,766 | $12,385 | 85 |
| 78 | Deglin KenealyDeglin Kenealy | Charles Osbone | President | 1937 | 25 | $500,000 | $1,040,468 | $2,890 | 360 |
| 79 | Mainstay Capital Management, LLCMainstay Capital Management, LLC | David Kudla | CEO & Chief Investment Strategist | 2000 | 20 | $200,000 | $1,022,744 | $354 | 2891 |
| 80 | Lepercq Lynx Investment Advisory, LLCLepercq Lynx Investment Advisory, LLC | Peter Tanous | President | 1992 | 15 | $2,000,000 | $1,022,391 | $15,729 | 65 |
| 81 | Grimes & Company, Inc.Grimes & Company, Inc. | Timothy J. Grimes | President | 1986 | 16 | $500,000 | $1,006,149 | $775 | 1298 |
| 82 | Vantage Investment Partners, LLCVantage Investment Partners, LLC | John G. Woolway | Chief Investment Officer | 2003 | 3 | $350,000 | $1,005,509 | $14,787 | 68 |
| 83 | TCI Wealth Advisors, Inc.TCI Wealth Advisors, Inc. | Robert Swift | CEO | 1990 | 27 | $500,000 | $981,362 | $944 | 1040 |
| 84 | EP Wealth AdvisorsEP Wealth Advisors | Derek H. Holman | Managing Director | 1982 | 22 | $500,000 | $965,000 | $902 | 1070 |
| 85 | Modera Wealth Management, LLCModera Wealth Management, LLC | Thomas Orecchio | President | 1983 | 30 | $1,000,000 | $964,446 | $1,880 | 513 |
| 86 | Alan CohnAlan Cohn | Alan Cohn, Stephen Cohn | Co-Presidents | 1989 | 19 | $500,000 | $957,684 | $1,904 | 503 |
| 87 | Truepoint Inc.Truepoint Inc. | Michael J. Chasnoff | Founder & CEO | 1990 | 23 | $500,000 | $932,774 | $2,077 | 449 |
| 88 | Edge AdvisorsEdge Advisors | William Maner | Managing Partner | 2006 | 20 | $3,000,000 | $921,623 | $18,071 | 51 |
| 89 | Algonquin Advisors LLCAlgonquin Advisors LLC | George Hubbard | Managing Partner | 1998 | 10 | $5,000,000 | $900,700 | $50,039 | 18 |
| 90 | Resource Consulting GroupResource Consulting Group | Michael H. Davis | CEO | 1988 | 19 | $1,000,000 | $892,221 | $2,906 | 307 |
| 91 | West Financial Services Inc.West Financial Services Inc. | Glen Buco | President & Chief Investment Officer | 1982 | 20 | $1,000,000 | $888,234 | $1,718 | 517 |
| 92 | Quest Capital Management, Inc.Quest Capital Management, Inc. | Kalita Beck Blessing | President and Wealth Manager | 1987 | 28 | $1,000,000 | $886,038 | $1,678 | 528 |
| 93 | Lee Financial CorporationLee Financial Corporation | Dana Pingenot | President | 1975 | 59 | $1,000,000 | $867,000 | $2,843 | 305 |
| 94 | Carlson Capital ManagementCarlson Capital Management | Gregory A. Carlson | Principal/President | 1986 | 21 | $1,000,000 | $837,000 | $1,594 | 525 |
| 95 | SYM Financial AdvisorsSYM Financial Advisors | Jerry Yeager | CEO | 1968 | 23 | $300,000 | $826,359 | $1,413 | 585 |
| 96 | Mt. Eden Investment Advisors, LLCMt. Eden Investment Advisors, LLC | Keith McWilliams | CEO, CIO | 2004 | 17 | $2,000,000 | $812,672 | $7,890 | 103 |
| 97 | BrightworthBrightworth | Chris Dardaman | CEO | 1997 | 18 | $1,000,000 | $803,573 | $2,220 | 362 |
| 98 | Legacy Wealth ManagementLegacy Wealth Management | James J. Isaacs | President and CEO | 1982 | 24 | $500,000 | $782,463 | $1,287 | 608 |
| 99 | Strategic Wealth Partners LLCStrategic Wealth Partners LLC | David Copeland, Neal Price | Principals | 2008 | 8 | $1,000,000 | $778,708 | $2,562 | 304 |
| 100 | Resource Management, Inc.Resource Management, Inc. | D. Randolph Waesche | President/ CEO | 1974 | 6 | $770,000 | $2,333 | 330 | |
| 101 | Guyasuta Investment Advisors IncGuyasuta Investment Advisors Inc | Peter F. Mathieson | President & CCO | 1983 | 15 | $1,000,000 | $747,000 | $3,427 | 218 |
| 102 | The Karras CompanyThe Karras Company | Brett N. Karras | President | 1985 | 7 | $250,000 | $738,500 | $3,730 | 198 |
| 103 | Hamilton Capital Management, Inc.Hamilton Capital Management, Inc. | R. Matthew Hamilton | CEO | 1997 | 31 | $729,276 | $818 | 891 | |
| 104 | ProVise Management Group, LLCProVise Management Group, LLC | V. Raymond Ferrara | CEO | 1986 | 14 | $250,000 | $713,000 | $1,275 | 559 |
| 105 | American Economic Planning Group, Inc.American Economic Planning Group, Inc. | Steven Kaye | President | 1982 | 39 | $1,000,000 | $701,000 | $1,811 | 387 |
| 106 | CCR Wealth Management, LLCCCR Wealth Management, LLC | David Borden | Principal | 1998 | 10 | $500,000 | $700,000 | $2,000 | 350 |
| 107 | Altfest Personal Wealth ManagementAltfest Personal Wealth Management | Lewis Alfest | CEO, CIO, Principal Advisor | 1983 | 20 | $1,000,000 | $686,148 | $1,581 | 434 |
| 108 | CFS Investment Advisory Services, L.L.C.CFS Investment Advisory Services, L.L.C. | Greg Makowski/Harris Nydick | Managing Member | 1993 | 8 | $500,000 | $662,066 | $1,881 | 352 |
| 109 | Resnick Investment Advisors, LLCResnick Investment Advisors, LLC | Joseph McBride | Managing Director | 1990 | 24 | $250,000 | $642,400 | $717 | 896 |
| 110 | Pennsylvania Capital Management, Inc.Pennsylvania Capital Management, Inc. | Irvin G. Schorsch, III | President, CEO | 1995 | 11 | $750,000 | $640,368 | $4,241 | 151 |
| 111 | Evensky & KatzEvensky & Katz | Harold Evensky | President | 1985 | 14 | $1,000,000 | $639,000 | $2,486 | 257 |
| 112 | Penniall & Associates, Inc.Penniall & Associates, Inc. | David Penniall | CEO | 2003 | 28 | $635,176 | $474 | 1341 | |
| 113 | Forum Financial Management, LLCForum Financial Management, LLC | Norbert Mindel | Managing Partner | 2002 | 20 | $250,000 | $630,000 | $716 | 880 |
| 114 | Schneider Downs Wealth Management Advisors, LPSchneider Downs Wealth Management Advisors, LP | Don A. Linzer | Chief Executive Officer | 2000 | 14 | $500,000 | $626,000 | $2,345 | 267 |
| 115 | The Windsor Group, Ltd.The Windsor Group, Ltd. | Channing Mitzell | Co-Founder | 1986 | 17 | $750,000 | $625,000 | $1,114 | 561 |
| 116 | Daniel R. GauglerDaniel R. Gaugler | Daniel R. Gaugler | CEO, Managing Director | 2002 | 9 | $2,000,000 | $624,700 | $6,310 | 99 |
| 117 | Founders Financial NetworkFounders Financial Network | Robert Kresek | Managing Partner | 1997 | 9 | $1,000,000 | $615,409 | $7,890 | 78 |
| 118 | Heritage Financial Services, Inc.Heritage Financial Services, Inc. | Charles S. Bean, III | President, CEO | 1990 | 19 | $500,000 | $615,000 | $969 | 635 |
| 119 | Diversified Management, Inc.Diversified Management, Inc. | Mark Homan | President | 1993 | 7 | $500,000 | $606,670 | $2,989 | 203 |
| 120 | Greenspring Wealth ManagementGreenspring Wealth Management | Patrick Collins | Principal | 2004 | 5 | $604,155 | $3,824 | 158 | |
| 121 | Lau Associates LLCLau Associates LLC | Judith W Lau | President | 1985 | 11 | $582,500 | $4,516 | 129 | |
| 122 | Select Consulting, Inc.Select Consulting, Inc. | Robert V. Sytz, Jr. | President | 1999 | 10 | $300,000 | $570,000 | $1,566 | 364 |
| 123 | Oakwood Capital Management LLCOakwood Capital Management LLC | Bruce A. Mandel | President, CEO | 1998 | 15 | $1,000,000 | $557,350 | $3,071 | 363 |
| 124 | Sadoff Investment Management LLCSadoff Investment Management LLC | Michael Sadoff | Investment Advisor | 1978 | 6 | $750,000 | $549,880 | $1,057 | 520 |
| 125 | Bedel Financial Consulting, Inc.Bedel Financial Consulting, Inc. | Elaine Kops-Bedel | President | 1989 | 14 | $500,000 | $547,911 | $1,262 | 434 |
| 126 | Relative Value Partners LLCRelative Value Partners LLC | Robert H Huffman III | CEO | 2004 | 7 | $1,000,000 | $544,634 | $3,756 | 145 |
| 127 | Dion Money ManagementDion Money Management | Donald R. Dion, Jr. | President | 1996 | 34 | $100,000 | $537,472 | $374 | 1436 |
| 128 | HA&W Wealth Management, LLCHA&W Wealth Management, LLC | Nick Bhandari | Managing Principal | 1999 | 13 | $500,000 | $525,000 | $1,591 | 330 |
| 129 | Mission Wealth Management, LLCMission Wealth Management, LLC | Seth Streeter | President | 2000 | 18 | $1,000,000 | $522,265 | $1,583 | 330 |
| 130 | Traust Sollus Wealth Management, LLCTraust Sollus Wealth Management, LLC | Albert J. Zdenek, Jr. | CEO | 1982 | 18 | $2,000,000 | $516,728 | $4,829 | 107 |
| 131 | Emerson Investment Mangement, Inc.Emerson Investment Mangement, Inc. | Bradford A. Gardner | President, Managing Director | 1985 | 10 | $1,000,000 | $516,400 | $1,359 | 380 |
| 132 | Ironwood Investment Counsel, LLCIronwood Investment Counsel, LLC | Jeffrey E. Shiffra | Managing Partner | 2001 | 12 | $500,000 | $513,076 | $1,996 | 257 |
| 133 | McKinley Carter Wealth ServicesMcKinley Carter Wealth Services | David H. McKinley | President, Managing Director | 2005 | 24 | $510,838 | $786 | 650 | |
| 134 | Towneley Capital Management, Inc.Towneley Capital Management, Inc. | Tracy A. Kuntz | President | 1971 | 15 | $500,000 | $510,462 | $3,672 | 139 |
| 135 | Warren, Averett, Kimbrough & Marino Wealth Management, LLCWarren, Averett, Kimbrough & Marino Wealth Management, LLC | James A. Warren | Managing Partner | 1999 | 9 | $1,000,000 | $508,369 | $2,332 | 218 |
| 136 | PDS Planning, Inc.PDS Planning, Inc. | Robert Cochran | Principal | 1985 | 12 | $498,865 | $1,341 | 372 | |
| 137 | R. E. Wacker AssociatesR. E. Wacker Associates | Robert E. Wacker | President, CEO | 1987 | 11 | $490,655 | $1,083 | 453 | |
| 138 | Strategic Asset Management Group Advisors Inc.Strategic Asset Management Group Advisors Inc. | Brad Orvieto | Partner | 2005 | 6 | $1,000,000 | $477,000 | $3,180 | 150 |
| 139 | Waypoint AdvisorsWaypoint Advisors | Elizabeth T. Patterson | President | 2001 | 8 | $1,000,000 | $476,377 | $5,604 | 85 |
| 140 | The Monitor Group, Inc.The Monitor Group, Inc. | Glenn G. Kautt | President, CEO | 1981 | 13 | $1,000,000 | $470,299 | $2,305 | 204 |
| 141 | King Investment Advisors, Inc.King Investment Advisors, Inc. | Roger E. King | Chairman and President | 1981 | 26 | $1,000,000 | $464,711 | $1,412 | 329 |
| 142 | Pinnacle Wealth Planning Services, Inc.Pinnacle Wealth Planning Services, Inc. | Jennifer Henderson | CEO | 1998 | 18 | $300,000 | $452,769 | $1,024 | 442 |
| 143 | Leonetti & Associates, LLCLeonetti & Associates, LLC | Michael E. Leonetti | CEO | 1982 | 18 | $200,000 | $449,028 | $1,106 | 406 |
| 144 | Atlas BrownAtlas Brown | W. Wayne Hancock | CEO | 2004 | 16 | $1,000,000 | $442,253 | $3,949 | 112 |
| 145 | StrategicPoint Investment AdvisorsStrategicPoint Investment Advisors | Richard Anzelone and Betsey Purinton | Managing Directors | 1989 | 15 | $250,000 | $438,435 | $420 | 1045 |
| 146 | Weaver Wealth ManagementWeaver Wealth Management | Dave Sego | Managing Director | 2001 | 18 | $1,000,000 | $438,000 | $1,802 | 243 |
| 147 | Patton Albertson & Miller, LLCPatton Albertson & Miller, LLC | Jimmy Patton | Managing Principal, CEO | 2003 | 14 | $1,000,000 | $431,903 | $1,749 | 247 |
| 148 | Summit Asset Management LLCSummit Asset Management LLC | S. Alexander Thompson & Stephen H. Rhea | Chairman, President | 1991 | 12 | $100,000 | $431,873 | $1,107 | 390 |
| 149 | Bridgecreek Investment ManagementBridgecreek Investment Management | Chuck Fuller | CEO | 2004 | 3 | $1,000,000 | $429,976 | $7,166 | 60 |
| 150 | Stepp & Rothwell, Inc.Stepp & Rothwell, Inc. | Kathleen Stepp, Howard Rothwell | Principals and Owners | 1983 | 15 | $428,173 | $2,489 | 172 | |
| 151 | SFMG Wealth AdvisorsSFMG Wealth Advisors | Kevin Margolis | CEO | 1995 | 9 | $1,000,000 | $417,875 | $1,201 | 348 |
| 152 | William Mack & Associates, Inc.William Mack & Associates, Inc. | William Mack | President | 1992 | 9 | $1,000,000 | $407,000 | $1,208 | 337 |
| 153 | Willow Creek Financial Services, Inc.Willow Creek Financial Services, Inc. | Bruce Dzieza | President | 1984 | 10 | $401,500 | $1,037 | 387 | |
| 154 | W. Eric HehmanW. Eric Hehman | W. Eric Hehman | CEO | 1987 | 16 | $1,000,000 | $401,095 | $1,407 | 285 |
| 155 | Center for Financial PlanningCenter for Financial Planning | Timothy Wyman | Managing Partner | 1985 | 20 | $350,000 | $399,016 | $623 | 640 |
| 156 | GM Advisory Group, Inc.GM Advisory Group, Inc. | Frank P. Marzano | Managing Principal | 2004 | 12 | $387,695 | $1,678 | 231 | |
| 157 | Ballew/Russell, Inc.Ballew/Russell, Inc. | C. Brooks Mosley | President, CEO | 1991 | 13 | $100,000 | $387,655 | $698 | 555 |
| 158 | Valley National Advisers, IncValley National Advisers, Inc | Thomas M Riddle | President | 1985 | 24 | $386,446 | $552 | 700 | |
| 159 | Glassman Wealth Services, LLCGlassman Wealth Services, LLC | Barry Glassman | President | 2009 | 5 | $2,000,000 | $385,753 | $2,900 | 133 |
| 160 | Petersen Hastings Inv. Mgmt.Petersen Hastings Inv. Mgmt. | Jeffrey C. Petersen | President | 1962 | 17 | $384,114 | $1,157 | 332 | |
| 161 | Beaird Harris Wealth Management, Inc.Beaird Harris Wealth Management, Inc. | Pat C. Beaird | President | 1996 | 8 | $500,000 | $383,653 | $1,909 | 201 |
| 162 | Medley & Brown, LLCMedley & Brown, LLC | Tim C. Medley | Managing Member | 1988 | 8 | $500,000 | $380,388 | $822 | 463 |
| 163 | Legend Financial Advisors, Inc.Legend Financial Advisors, Inc. | Louis Stanasolovich | President, CEO | 1994 | 20 | $1,000,000 | $375,670 | $1,439 | 261 |
| 164 | Warwick PartnersWarwick Partners | Hays Glover | President | 1979 | 7 | $1,000,000 | $374,000 | $2,770 | 135 |
| 165 | Kings Point Capital Management, LLCKings Point Capital Management, LLC | Jack Salzman | Senior Managing Partner | 2005 | 7 | $2,000,000 | $367,609 | $4,595 | 80 |
| 166 | CJM Wealth Advisers, Ltd.CJM Wealth Advisers, Ltd. | Timothy Jones | President | 1978 | 17 | $500,000 | $366,329 | $814 | 450 |
| 167 | Aurum Wealth Management GroupAurum Wealth Management Group | Eric Wulff | Managing Director, Principal | 2006 | 7 | $1,000,000 | $365,000 | $4,148 | 88 |
| 168 | Burt Associates, Inc.Burt Associates, Inc. | Fred Cornelius | President, CEO | 1972 | 10 | $1,000,000 | $362,715 | $1,769 | 205 |
| 169 | ACG Advisory Services, LLCACG Advisory Services, LLC | J. Saunders Wiggins | Owner | 1991 | 13 | $361,000 | $1,523 | 237 | |
| 170 | JWA Financial Group, Inc.JWA Financial Group, Inc. | James N. Whiddon | President, CEO | 1998 | 10 | $361,000 | $1,523 | 275 | |
| 171 | TrovenaTrovena | Christopher Van Slyke | Partner | 1996 | 10 | $10,000 | $360,000 | $7,200 | 50 |
| 172 | Delessert Financial ServicesDelessert Financial Services | Chris Dalto | President | 1994 | 7 | $2,000,000 | $355,188 | $2,711 | 131 |
| 173 | Lodestar Private Asset ManagementLodestar Private Asset Management | Randall L. Manley | Principal | 1989 | 7 | $500,000 | $346,908 | $2,017 | 172 |
| 174 | horan capital managementhoran capital management | Patrick Horan | President, CEO | 1995 | 21 | $500,000 | $341,965 | $475 | 720 |
| 175 | Rodgers & AssociatesRodgers & Associates | Rick Rodgers | President | 1996 | 11 | $500,000 | $340,313 | $818 | 416 |
| 176 | Lara, Shull & May, LLCLara, Shull & May, LLC | E. Ronald Lara | CEO | 2007 | 25 | $331,358 | $257 | 1288 | |
| 177 | Lassus WherleyLassus Wherley | Diahann W. Lassus | President | 1985 | 25 | $329,310 | $1,206 | 273 | |
| 178 | lbmc Investment Advisors, LLClbmc Investment Advisors, LLC | Greg Herman | President | 1998 | 4 | $500,000 | $326,213 | $2,330 | 140 |
| 179 | GDM Advisory Group, Ltd.GDM Advisory Group, Ltd. | Glenn Meyer | President | 1993 | 3 | $323,000 | $1,318 | 245 | |
| 180 | Blankinship & Foster, LLCBlankinship & Foster, LLC | Stefan Prvanov | President, CEO, Managing Partner | 1989 | 11 | $1,000,000 | $318,000 | $1,407 | 226 |
| 181 | Kathleen Day & Associates, Inc. dba Enrichment Group, Inc.Kathleen Day & Associates, Inc. dba Enrichment Group, Inc. | Kathleen Day | CEO | 1987 | 14 | $316,156 | $1,040 | 304 | |
| 182 | Carnegie Investment CounselCarnegie Investment Counsel | Richard Alt | CIO | 1974 | 15 | $500,000 | $314,919 | $1,090 | 289 |
| 183 | Fox, Joss & Yankee, LLCFox, Joss & Yankee, LLC | Marjorie L. Fox | Partner, CEO, Sr. Financial Advisor | 2006 | 8 | $1,000,000 | $307,481 | $1,337 | 230 |
| 184 | Weatherly Asset ManagementWeatherly Asset Management | Carolyn P. Taylor | President | 1994 | 13 | $1,000,000 | $307,136 | $1,324 | 232 |
| 185 | Columbia Asset ManagementColumbia Asset Management | Brian H Weisman | President | 1997 | 6 | $1,000,000 | $305,972 | $2,782 | 110 |
| 186 | Kahler Financial Group, Inc.Kahler Financial Group, Inc. | Richard Kahler | President, CEO | 1992 | 4 | $304,978 | $4,121 | 74 | |
| 187 | Reilly Financial AdvisorsReilly Financial Advisors | Frank Reilly | President | 1999 | 15 | $350,000 | $303,808 | $823 | 369 |
| 188 | Douglas E. MorisoliDouglas E. Morisoli | Roy M. Fairman | Managing Principal | 2002 | 17 | $1,000,000 | $296,686 | $3,225 | 92 |
| 189 | HTG Investment Advisors Inc.HTG Investment Advisors Inc. | H. Thomas Gnuse | CEO | 1993 | 8 | $295,486 | $1,279 | 231 | |
| 190 | HJ Wealth Management LLCHJ Wealth Management LLC | Jay L. Heller | CEO | 1980 | 6 | $500,000 | $295,254 | $984 | 300 |
| 191 | Krasney Financial LLCKrasney Financial LLC | Jonathan Krasney | CEO | 1987 | 9 | $1,000,000 | $286,788 | $1,066 | 269 |
| 192 | Greystone Financial Group, Inc.Greystone Financial Group, Inc. | John E. Mullins | President | 1994 | 10 | $250,000 | $286,000 | $806 | 355 |
| 193 | Financial Planning and Information Services, Inc.Financial Planning and Information Services, Inc. | Lon Mishler | President | 1985 | 10 | $285,769 | $491 | 582 | |
| 194 | Ruggie Wealth ManagementRuggie Wealth Management | Thomas H. Ruggie | President | 1991 | 10 | $282,000 | $729 | 387 | |
| 195 | Sheaff Brock Investment Advisors, LLCSheaff Brock Investment Advisors, LLC | David S. Gilreath | Managing Director | 2001 | 8 | $200,000 | $280,000 | $487 | 575 |
| 196 | Goldstein Munger and AssociatesGoldstein Munger and Associates | Richard Goldstein | CEO | 1995 | 6 | $1,500,000 | $275,184 | $3,669 | 75 |
| 197 | Roble Belko & CompanyRoble Belko & Company | Roger Roble | President | 2000 | 6 | $2,000,000 | $272,856 | $5,457 | 50 |
| 198 | Lewis & Mathews Investment Management, Inc.Lewis & Mathews Investment Management, Inc. | Stephen W. Lewis | President | 1990 | 3 | $272,000 | $3,056 | 89 | |
| 199 | Tortoise Investment ManagementTortoise Investment Management | Ian Yankwitt | President, Portfolio Manager | 2004 | 8 | $271,220 | $1,450 | 187 | |
| 200 | Evermay Wealth ManagementEvermay Wealth Management | William Pitt | Principal, Managing Director | 2009 | 7 | $1,000,000 | $268,000 | $1,605 | 167 |
| 201 | Cern BasherCern Basher | James McDermott | President | 2000 | 11 | $264,595 | $1,800 | 147 | |
| 202 | Trees Investment Counsel LLCTrees Investment Counsel LLC | M. Jay Trees | Chairman | 1999 | 4 | $2,000,000 | $262,933 | $9,067 | 29 |
| 203 | Abridge Partners, LLCAbridge Partners, LLC | Gene A. Yates, Jr. | Managing Member | 2008 | 4 | $250,000 | $262,107 | $1,456 | 180 |
| 204 | Schiavi + DattaniSchiavi + Dattani | Vincent A. Schiavi | President | 1983 | 6 | $257,414 | $1,907 | 135 | |
| 205 | Annex Wealth Management, LLCAnnex Wealth Management, LLC | David J. Spano | President | 2004 | 27 | $256,000 | $266 | 964 | |
| 206 | Firestone Capital Management, Inc.Firestone Capital Management, Inc. | Jack M Firestone | President | 1991 | 6 | $500,000 | $252,700 | $1,113 | 227 |
| 207 | Galecki Financial ManagementGalecki Financial Management | Greg Galecki | Owner | 1990 | 9 | $300,000 | $252,000 | $840 | 300 |
| 208 | Securus Wealth Management, LLCSecurus Wealth Management, LLC | Jim Goodland | President, CEO | 1995 | 19 | $500,000 | $251,417 | $496 | 507 |
| 209 | Strategic Retirement PlansStrategic Retirement Plans | Leo B. Lapito | President | 1976 | 10 | $250,000 | $251,000 | $745 | 337 |
| 210 | The Arkansas Financial GroupThe Arkansas Financial Group | Fredrick Adkins, III | President, CEO | 1982 | 6 | $249,868 | $1,131 | 221 | |
| 211 | Keats, Connelly and Associates LLCKeats, Connelly and Associates LLC | Dale Walters | CEO | 1990 | 33 | $248,762 | $2,241 | 111 | |
| 212 | Kutscher Rhodes & Benner, Inc.Kutscher Rhodes & Benner, Inc. | Frederic T. Kutscher | Principal | 1991 | 8 | $246,446 | $2,393 | 103 | |
| 213 | c5 Wealth Management, LLCc5 Wealth Management, LLC | Paul Bennett | Managing Partner | 2006 | 7 | $1,000,000 | $240,950 | $1,147 | 210 |
| 214 | Mark J. Snyder Financial Services, Inc.Mark J. Snyder Financial Services, Inc. | Mark J. Snyder | President | 1991 | 10 | $100,000 | $237,654 | $530 | 448 |
| 215 | Freed AdvisorsFreed Advisors | Susan Freed | President | 1990 | 7 | $1,500,000 | $237,470 | $1,979 | 120 |
| 216 | SilverOak Wealth ManagementSilverOak Wealth Management | Shannon King | President | 1999 | 8 | $250,000 | $236,494 | $1,714 | 138 |
| 217 | TGS Financial AdvisorsTGS Financial Advisors | James S. Hemphill | Managing Director | 1990 | 20 | $1,000,000 | $235,514 | $821 | 287 |
| 218 | Schroeder, Braxton & Vogt Inc.Schroeder, Braxton & Vogt Inc. | Rosanne Braxton | President | 1980 | 8 | $500,000 | $235,243 | $526 | 447 |
| 219 | O'Rourke and Company IncO'Rourke and Company Inc | Brian O'Rourke | President | 1987 | 5 | $1,000,000 | $235,000 | $2,527 | 93 |
| 220 | LBA Wealth ManagementLBA Wealth Management | David T. Albaneze | Managing Partner | 1999 | 4 | $500,000 | $234,240 | $1,273 | 184 |
| 221 | CRA FinancialCRA Financial | Matthew & Thomas Reynolds | Co-Managing Partners | 2000 | 5 | $250,000 | $233,054 | $804 | 290 |
| 222 | Charles Stephen and company,IncCharles Stephen and company,Inc | Stephen J. Ciepiela | President | 1983 | 9 | $750,000 | $233,000 | $1,099 | 212 |
| 223 | The Program Works, Inc.The Program Works, Inc. | Chitra Staley | President, CEO | 2004 | 3 | $1,000,000 | $230,574 | $5,490 | 42 |
| 224 | Stonegate Wealth Management, LLCStonegate Wealth Management, LLC | Stephen Craffen | Managing Partner | 1993 | 9 | $500,000 | $230,000 | $852 | 270 |
| 225 | Harris Financial Advisors, Inc.Harris Financial Advisors, Inc. | Mary Harris | President | 1992 | 10 | $750,000 | $224,100 | $930 | 241 |
| 226 | Stonegate Wealth Management, LLCStonegate Wealth Management, LLC | Stephen Craffen | Managing partner | 1993 | 8 | $1,000,000 | $223,000 | $892 | 250 |
| 227 | Ogorek Wealth Management LLCOgorek Wealth Management LLC | Anthony J. Ogorek | Operating Manager | 1987 | 6 | $219,303 | $1,225 | 179 | |
| 228 | Bridgewater Wealth & Financial Management LLCBridgewater Wealth & Financial Management LLC | Ron Rubin | Managing Principal | 1994 | 6 | $1,000,000 | $218,860 | $2,125 | 103 |
| 229 | Sather Financial Group IncSather Financial Group Inc | Dave Sather | President | 1999 | 4 | $500,000 | $218,640 | $1,584 | 138 |
| 230 | Money Consultants, Inc.Money Consultants, Inc. | Chris Neubert | President | 1980 | 10 | $100,000 | $218,600 | $1,041 | 210 |
| 231 | KHC Wealth ManagementKHC Wealth Management | Stewart S. Koesten | President, CEO | 1997 | 11 | $250,000 | $218,131 | $1,154 | 189 |
| 232 | Randal L GoldenRandal L Golden | Randal Golden | Managing Director | 2006 | 5 | $1,000,000 | $216,902 | $1,506 | 144 |
| 233 | Quadrant Capital ManagementQuadrant Capital Management | Jeffrey Fisher | Managing Director | 2001 | 6 | $1,000,000 | $216,363 | $2,254 | 96 |
| 234 | Glass Jacobson Investment Advisors, LLCGlass Jacobson Investment Advisors, LLC | Jonathan Dinkisn | Managing Member, CEO | 1998 | 10 | $250,000 | $215,278 | $886 | 243 |
| 235 | DCA Global Wealth ManagementDCA Global Wealth Management | Sean Cook | President | 1988 | 4 | $1,000,000 | $214,401 | $1,897 | 113 |
| 236 | R.W. Roge & Company, Inc.R.W. Roge & Company, Inc. | Ronald R. Roge | CEO and Chairman | 1986 | 10 | $1,200,000 | $212,000 | $819 | 259 |
| 237 | Sunrise Advisors, Inc.Sunrise Advisors, Inc. | David P. Scott | Chairman | 1993 | 5 | $208,000 | $738 | 282 | |
| 238 | Scott RosemanScott Roseman | Aaron Wagner | President | 2008 | 4 | $1,000,000 | $206,857 | $1,309 | 158 |
| 239 | Moisand Fitzgerald Tamayo, LLCMoisand Fitzgerald Tamayo, LLC | Charlie Fitzgerald | Principal | 1998 | 11 | $500,000 | $205,088 | $712 | 288 |
| 240 | Creative Capital Management Inc.Creative Capital Management Inc. | Peg Eddy | President | 1975 | 8 | $201,996 | $1,474 | 137 | |
| 241 | Ritter Daniher Financial Advisory, LLCRitter Daniher Financial Advisory, LLC | John K. Ritter | Managing Partner | 1999 | 7 | $500,000 | $201,837 | $893 | 226 |
| 242 | Anderson, Riley & Spoor, P.A.Anderson, Riley & Spoor, P.A. | Anthony Anderson | President, CEO | 1997 | 6 | $400,000 | $200,500 | $822 | 244 |
| 243 | Wade Financial GroupWade Financial Group | Jerry Wade | President | 1994 | 9 | $500,000 | $200,000 | $1,075 | 186 |
| 244 | Burton Enright WelchBurton Enright Welch | Jeremy Welch | Managing Partner | 1989 | 6 | $500,000 | $195,350 | $888 | 220 |
| 245 | Rappaport Reiches Capital Management, LLCRappaport Reiches Capital Management, LLC | Shari Reiches | Principal | 2005 | 5 | $500,000 | $194,543 | $1,769 | 110 |
| 246 | Roof Advisory Group, Inc.Roof Advisory Group, Inc. | E. Jeffrey Roof | President | 1998 | 6 | $750,000 | $193,433 | $1,586 | 122 |
| 247 | Liebau Asset Management CoLiebau Asset Management Co | Jack Liebau | President | 2003 | 3 | $1,000,000 | $186,000 | $6,200 | 30 |
| 248 | Jentner Financial GroupJentner Financial Group | Bruce A. Jentner | President | 1984 | 7 | $500,000 | $185,980 | $1,348 | 138 |
| 249 | Wechter Feldman Wealth Management, Inc.Wechter Feldman Wealth Management, Inc. | David M. Feldman, CFP, CSA | President | 1984 | 11 | $500,000 | $185,825 | $1,264 | 147 |
| 250 | Financial Management Group, Inc.Financial Management Group, Inc. | Brett P. Wilder | CEO | 1989 | 12 | $300,000 | $185,000 | $837 | 221 |
| 251 | Pacific Wealth ManagementPacific Wealth Management | James C. Kuntz, Mark Hill | Managing Director | 2000 | 5 | $182,972 | $610 | 300 | |
| 252 | LifePlan Financial Group, Inc.LifePlan Financial Group, Inc. | Dan L. Hypes | CEO | 1989 | 9 | $100,000 | $182,790 | $416 | 439 |
| 253 | Pacific Advisory GroupPacific Advisory Group | Bob Adams | President | 24 | 5 | $182,200 | $2,047 | 89 | |
| 254 | EHD Advisory Services, Inc.EHD Advisory Services, Inc. | Kenneth Eshleman | President | 2003 | 9 | $182,167 | $519 | 351 | |
| 255 | Sanders Financial Management, Inc.Sanders Financial Management, Inc. | Emily C. Sanders | President, CEO | 1994 | 13 | $300,000 | $180,736 | $1,015 | 178 |
| 256 | Williams Asset ManagementWilliams Asset Management | Gary Williams | President | 1994 | 4 | $500,000 | $156,619 | $742 | 243 |
| 257 | Vintage Financial Services, LLCVintage Financial Services, LLC | Franklin Moore | CEO | 1985 | 5 | $250,000 | $180,167 | $698 | 258 |
| 258 | Harfst and Associates, Inc.Harfst and Associates, Inc. | Robby D. Harfst, CFP | President | 1993 | 9 | $500,000 | $180,000 | $424 | 425 |
| 259 | Asset Management Group, Inc.Asset Management Group, Inc. | LeGrand S. Redfield, Jr. | President/CEO | 1983 | 6 | $174,938 | $748 | 234 | |
| 260 | HC Financial Advisors, Inc.HC Financial Advisors, Inc. | Peggy S. Cabaniss | President | 1985 | 7 | $1,000,000 | $172,536 | $1,021 | 169 |
| 261 | Tobias Financial AdvisorsTobias Financial Advisors | Benjamin A. Tobias | President | 1980 | 5 | $500,000 | $171,733 | $1,321 | 130 |
| 262 | Bedrock Capital ManagementBedrock Capital Management | Joel Shaps | President | 10 | 5 | $1,000,000 | $170,601 | $1,446 | 118 |
| 263 | Neumann Capital Management, LLCNeumann Capital Management, LLC | Daniel J Neumann, CFA | Owner and Principal | 1990 | 3 | $1,000,000 | $170,277 | $1,892 | 90 |
| 264 | Stevens Wealth ManagementStevens Wealth Management | Sue Stevens | CEO | 2000 | 7 | $1,000,000 | $170,183 | $1,636 | 104 |
| 265 | Kabarec Financial Advisors, Ltd.Kabarec Financial Advisors, Ltd. | Michael Kabarec | President | 1982 | 5 | $500,000 | $168,051 | $853 | 197 |
| 266 | Arista Wealth AdvisorsArista Wealth Advisors | Timothy E. Casserly | President | 1988 | 11 | $100,000 | $166,221 | $515 | 323 |
| 267 | Winch FinancialWinch Financial | Christina V. Winch | CEO | 1981 | 15 | $500,000 | $164,000 | $333 | 493 |
| 268 | WheelerFrost Associates, IncWheelerFrost Associates, Inc | Peter Wheeler | CEO | 1982 | 11 | $1,000,000 | $159,000 | $1,026 | 155 |
| 269 | Halpern Financial Inc.Halpern Financial Inc. | Ted Halpern | President | 1998 | 5 | $1,000,000 | $157,742 | $876 | 180 |
| 270 | Horizon Advisors, LLCHorizon Advisors, LLC | Larry Maddox | President | 1999 | 5 | $1,000,000 | $157,677 | $1,546 | 102 |
| 271 | Stellar Capital Management, LLCStellar Capital Management, LLC | Stephen J. Taddie | Managing Partner | 1984 | 7 | $500,000 | $157,462 | $990 | 159 |
| 272 | Bernhardt Wealth Management, Inc.Bernhardt Wealth Management, Inc. | Gordon J. Bernhardt | President, CEO | 1994 | 4 | $1,000,000 | $157,096 | $1,441 | 109 |
| 273 | Guidant Wealth AdvisorsGuidant Wealth Advisors | Frank Patzke | President | 1993 | 14 | $155,780 | $556 | 280 | |
| 274 | WJ Interests, LLCWJ Interests, LLC | Jared Jameson | Chief Investment Officer | 1996 | 6 | $500,000 | $155,000 | $1,047 | 148 |
| 275 | Gibraltar Capital Management, Inc.Gibraltar Capital Management, Inc. | James Redman | President | 2002 | 5 | $500,000 | $153,400 | $1,918 | 80 |
| 276 | Trinity Financial Advisors, LLCTrinity Financial Advisors, LLC | John W. Wimbiscus | Managing Member | 2000 | 7 | $1,000,000 | $152,574 | $2,677 | 57 |
| 277 | Strategic Wealth Advisors, LLCStrategic Wealth Advisors, LLC | Laurie Bagley, CFA | Managing Director | 1999 | 4 | $750,000 | $150,000 | $2,113 | 71 |
| 278 | David CottamDavid Cottam | David Cottam | Managing Partner | 2005 | 10 | $500,000 | $149,762 | $1,208 | 124 |
| 279 | Geier Asset Management, Inc.Geier Asset Management, Inc. | Joseph N. Geier | President | 1999 | 18 | $148,510 | $778 | 191 | |
| 280 | Appleton Group Wealth ManagementAppleton Group Wealth Management | Mark Scheffler | Founder, Senior Portfolio Manager | 2002 | 6 | $500,000 | $147,600 | $952 | 155 |
| 281 | Allodium Investment ConsultantsAllodium Investment Consultants | David J Bromelkamp | President, CEO | 2005 | 7 | $1,000,000 | $147,047 | $1,935 | 76 |
| 282 | Financial Focus LLCFinancial Focus LLC | Michael F. Kay | President | 2001 | 11 | $250,000 | $146,477 | $640 | 229 |
| 283 | Technomart Investment AdvisorsTechnomart Investment Advisors | Joseph Parnes | President | 1979 | 13 | $1,000,000 | $146,050 | $1,679 | 87 |
| 284 | Voso Financial AdvisersVoso Financial Advisers | Scott A. McCaskill | Director | 1983 | 6 | $250,000 | $146,000 | $314 | 465 |
| 285 | Legacy Consulting GroupLegacy Consulting Group | Steven G. Wachs | President | 1997 | 5 | $145,533 | $1,673 | 87 | |
| 286 | Mutual Fund Management Co.Mutual Fund Management Co. | Frank S. Arvai | President | 1992 | 4 | $250,000 | $144,933 | $573 | 253 |
| 287 | MCS Financial AdvisorsMCS Financial Advisors | Michael Stalker | President | 1990 | 3 | $2,000,000 | $144,741 | $1,956 | 74 |
| 288 | KMH Wealth Management, LLCKMH Wealth Management, LLC | Thomas Lane Keller | Owner | 1998 | 6 | $144,500 | $826 | 175 | |
| 289 | Glenn Woody Financial Consultants, Inc.Glenn Woody Financial Consultants, Inc. | Glenn D. Woody | President | 1981 | 4 | $250,000 | $142,767 | $567 | 252 |
| 290 | Searcy Financial Services, Inc.Searcy Financial Services, Inc. | Michael Searcy | President | 1976 | 6 | $500,000 | $141,805 | $1,058 | 134 |
| 291 | Burns Matteson Capital ManagementBurns Matteson Capital Management | William Burns | President | 2000 | 3 | $2,000,000 | $141,636 | $957 | 148 |
| 292 | The Lubitz Financial GroupThe Lubitz Financial Group | Linda Lubitz Boone | President | 1994 | 6 | $1,000,000 | $141,000 | $1,439 | 98 |
| 293 | Zimmerman Wealth Management, LLCZimmerman Wealth Management, LLC | Thomas H. Zimmerman | Principal, Managing Member | 2003 | 3 | $1,000,000 | $140,000 | $1,556 | 90 |
| 294 | Camden Financial ManagementCamden Financial Management | Randy Oldenburg | President | 1996 | 1 | $2,000,000 | $139,022 | $2,674 | 52 |
| 295 | Holcombe Financial, Inc.Holcombe Financial, Inc. | Russell Holcombe | President | 2007 | 3 | $1,000,000 | $138,000 | $1,302 | 106 |
| 296 | Grand Wealth Management, LLCGrand Wealth Management, LLC | Jeffrey S. Williams | President | 2004 | 3 | $500,000 | $137,705 | $1,035 | 133 |
| 297 | Investment Advisory Professionals, LLCInvestment Advisory Professionals, LLC | Arthur J Canter | President | 1998 | 4 | $500,000 | $137,000 | $1,384 | 99 |
| 298 | Netting & Pace, CPAsNetting & Pace, CPAs | Conrad J. Netting | President | 1986 | 7 | $1,000,000 | $136,360 | $2,573 | 53 |
| 299 | Morris Financial Concepts, Inc.Morris Financial Concepts, Inc. | Kyra Morris | President | 1987 | 10 | $1,000,000 | $136,000 | $567 | 240 |
| 300 | Miller Advisors, Inc.Miller Advisors, Inc. | Kathleen Miller | President | 1979 | 6 | $500,000 | $134,623 | $666 | 202 |
| 301 | Copeland Wealth ManagementCopeland Wealth Management | C. Lawrence Copeland | President | 1998 | 5 | $134,500 | $538 | 250 | |
| 302 | Barnes Investment Advisory, Inc.Barnes Investment Advisory, Inc. | Kathie Barnes | President | 1989 | 6 | $133,994 | $1,015 | 132 | |
| 303 | The Hogan-Knotts Financial Group, Inc.The Hogan-Knotts Financial Group, Inc. | Robert E. Hogan, CFP | President | 1979 | 7 | $500,000 | $133,994 | $749 | 179 |
| 304 | Pivotal Planning Group, LLCPivotal Planning Group, LLC | John Marchisotta | Co-Managing Partner | 2000 | 10 | $133,872 | $1,380 | 97 | |
| 305 | Lewis Financial ManagementLewis Financial Management | Douglas J. Lewis | President | 1983 | 5 | $1,000,000 | $132,994 | $1,461 | 91 |
| 306 | Schultz Financial Group IncorporatedSchultz Financial Group Incorporated | Russell C. Schultz | CEO | 1982 | 8 | $131,972 | $1,571 | 84 | |
| 307 | Moneywise Inc. dba Huff, Stuart & CarltonMoneywise Inc. dba Huff, Stuart & Carlton | Rick Huff | President | 1983 | 10 | $500,000 | $130,300 | $693 | 188 |
| 308 | Raub Brock Capital Management, LPRaub Brock Capital Management, LP | David Raub | Principal | 2001 | 4 | $500,000 | $129,364 | $1,209 | 107 |
| 309 | Integris Wealth ManagementIntegris Wealth Management | Gifford Lehman | Wealth Manager | 1997 | 4 | $127,938 | $2,414 | 53 | |
| 310 | Financial FoundationsFinancial Foundations | Nicholas Cosentino | CEO, President | 2000 | 9 | $500,000 | $127,000 | $212 | 600 |
| 311 | Align Wealth ManagementAlign Wealth Management | Brian Puckett | Managing Partner | 1993 | 4 | $400,000 | $126,853 | $1,103 | 115 |
| 312 | Empyrion Wealth Management, Inc.Empyrion Wealth Management, Inc. | Kimberly Foss Erickson | President | 1989 | 5 | $1,000,000 | $126,542 | $1,438 | 88 |
| 313 | 21st Century Wealth Management LLC21st Century Wealth Management LLC | Todd Spahr | Mananging Member | 2000 | 2 | $350,000 | $126,087 | $2,335 | 54 |
| 314 | The Darrow Company, IncThe Darrow Company, Inc | Thomas McFarland | President | 1987 | 5 | $500,000 | $125,153 | $1,181 | 106 |
| 315 | Focus Wealth Management, Ltd.Focus Wealth Management, Ltd. | Sandra Atkins | President | 2001 | 5 | $500,000 | $123,553 | $1,507 | 82 |
| 316 | McCarthy Asset Management, Inc.McCarthy Asset Management, Inc. | Steve McCarthy | President | 1999 | 4 | $400,000 | $117,570 | $606 | 194 |
| 317 | Paradigm Financial Advisors, LLCParadigm Financial Advisors, LLC | Robert J. Spindel | President | 1997 | 8 | $500,000 | $117,470 | $1,108 | 106 |
| 318 | Leber-Andesa Advisors, Inc.Leber-Andesa Advisors, Inc. | Michael Baittinger | Managing Partner | 2009 | 7 | $250,000 | $115,000 | $958 | 120 |
| 319 | Ventura Wealth ManagementVentura Wealth Management | Nick Ventura | President | 2004 | 8 | $250,000 | $115,000 | $622 | 185 |
| 320 | LD Lowe Sr Wealth AdvisoryLD Lowe Sr Wealth Advisory | Lloyd Lowe Sr. | Managing Principal | 1991 | 12 | $114,000 | $456 | 250 | |
| 321 | Holbrook Global StrategiesHolbrook Global Strategies | Richard Holbrook | Owner, Founder | 2003 | 2 | $1,000,000 | $113,000 | $3,324 | 34 |
| 322 | Heritage Way Advisors, LLCHeritage Way Advisors, LLC | Gary F. Ollmann | President | 2003 | 3 | $1,000,000 | $112,506 | $1,520 | 74 |
| 323 | Harbor Financial Group, Inc.Harbor Financial Group, Inc. | Elyse D. Foster, CFP | President | 1988 | 6 | $300,000 | $112,224 | $1,421 | 79 |
| 324 | YellowWood Financial Advisors, Inc.YellowWood Financial Advisors, Inc. | Brian Lipton | President | 1993 | 4 | $400,000 | $110,700 | $1,334 | 83 |
| 325 | Ticknor Atherton & AssociatesTicknor Atherton & Associates | Mark Atherton | President | 1991 | 5 | $500,000 | $110,569 | $1,229 | 90 |
| 326 | Andrews Advisory Associates, LLCAndrews Advisory Associates, LLC | Les Andrews | Managing Member | 1998 | 3 | $250,000 | $110,000 | $840 | 131 |
| 327 | Riley Wealth Management, LLCRiley Wealth Management, LLC | William Riley | CEO, CCO | 2008 | 6 | $150,000 | $110,000 | $220 | 500 |
| 328 | WNY Asset ManagementWNY Asset Management | John Pieroni, Thomas Duerr, Robert Castiglione, Robert Lojacono | President | 1994 | 15 | $187,000 | $518 | 210 | |
| 329 | CMH Wealth Management, LLCCMH Wealth Management, LLC | Brian Carolan, CFA | Chief Investment Officer | 2009 | 5 | $107,445 | $2,755 | 39 | |
| 330 | Financial Insights, Inc.Financial Insights, Inc. | Dorothy A. Lewis | President, CEO | 1981 | 7 | $500,000 | $107,323 | $350 | 307 |
| 331 | Focus Financial Advisors Inc.Focus Financial Advisors Inc. | Frederick E. Raffety | President | 1984 | 4 | $106,678 | $827 | 129 | |
| 332 | Professional Financial Strategies, Inc.Professional Financial Strategies, Inc. | Paul Byron Hill CFP | President | 1993 | 5 | $1,000,000 | $106,154 | $1,361 | 78 |
| 333 | Financial Management ConceptsFinancial Management Concepts | Brian Fricke | President | 1991 | 5 | $106,058 | $829 | 128 | |
| 334 | Hammel Financial Advisory Group, LLCHammel Financial Advisory Group, LLC | Melissa K. Hammel | 1985 | 5 | $104,797 | $1,344 | 78 | ||
| 335 | Tull Financial Group, Inc.Tull Financial Group, Inc. | Robert W. Tull, Jr. | President, CEO | 1989 | 5 | $250,000 | $103,378 | $766 | 135 |
| 336 | JVL Associates, LLCJVL Associates, LLC | Jerry Vanderlugt | Owner | 2002 | 3 | $102,000 | $4,857 | 21 | |
| 337 | Samalin Investment CounselSamalin Investment Counsel | Andrew Samalin | Principal | 2007 | 5 | $101,256 | $873 | 116 | |
| 338 | Strategic Financial Concepts LLCStrategic Financial Concepts LLC | Reagan Wagner | Managing Member, President | 2007 | 26 | $100,000 | $100,000 | $250 | 400 |
| 339 | Berno Financial Management, IncBerno Financial Management, Inc | Bruce J. Berno | President | 1993 | 4 | $750,000 | $97,814 | $1,208 | 81 |
| 340 | Roseline Capitol Advisors, LLCRoseline Capitol Advisors, LLC | James V Duty | Managing Director | 2005 | 6 | $1,000,000 | $96,981 | $2,255 | 43 |
| 341 | Covenant Wealth AdvisorsCovenant Wealth Advisors | Robert G. Topping | Managing Member | 2002 | 4 | $750,000 | $96,921 | $960 | 101 |
| 342 | Beacon Financial Advisors, Inc.Beacon Financial Advisors, Inc. | Ronald Robins | President | 2000 | 2 | $1,000,000 | $95,000 | $2,436 | 39 |
| 343 | Rochester Financial ServicesRochester Financial Services | Jeffrey Feldman | Owner | 1993 | 1 | $94,735 | $391 | 242 | |
| 344 | Sard Wealth Management Group, LLCSard Wealth Management Group, LLC | Jonathan Sard | President | 1992 | 3 | $750,000 | $94,338 | $502 | 188 |
| 345 | Willow Ridge Capital Advisors, IncWillow Ridge Capital Advisors, Inc | Steven Merrell | President | 2001 | 5 | $500,000 | $90,675 | $737 | 123 |
| 346 | Essential Investment Partners, LLCEssential Investment Partners, LLC | Jonathan Zeschin | CEO | 2001 | 4 | $1,000,000 | $90,461 | $3,479 | 26 |
| 347 | Asset Planning Inc.Asset Planning Inc. | Sandra C. Field | President | 1998 | 3 | $100,000 | $90,094 | $439 | 205 |
| 348 | Otto & Associates, Inc.Otto & Associates, Inc. | David W. Otto | President | 1991 | 5 | $250,000 | $86,000 | $782 | 110 |
| 349 | Briggs Wealth Management, LLCBriggs Wealth Management, LLC | Mark Briggs | Owner | 2002 | 4 | $1,000,000 | $84,686 | $1,059 | 80 |
| 350 | LJCooper Capital ManagementLJCooper Capital Management | Craig M. Porter-Rollins | CEO | 2000 | 13 | $82,179 | $409 | 201 | |
| 351 | Ivy League Financial Advisors LLCIvy League Financial Advisors LLC | Christopher N. Brown | President | 1999 | 2 | $80,145 | $826 | 97 | |
| 352 | Zeller Kern Private Wealth Management Inc.Zeller Kern Private Wealth Management Inc. | Steven Zeller | President, CEO | 2007 | 5 | $400,000 | $80,000 | $471 | 170 |
| 353 | Dickmeyer Boyce Financial Management Inc.,Dickmeyer Boyce Financial Management Inc., | Ian D. Boyce | Managing Partner | 2002 | 3 | $300,000 | $77,900 | $534 | 146 |
| 354 | Charleston Financial Advisors, LLCCharleston Financial Advisors, LLC | William Prewitt | Managing Member | 1986 | 4 | $200,000 | $74,289 | $640 | 116 |
| 355 | EnRich Financial Partners LLCEnRich Financial Partners LLC | Christopher Rich | Managing Member | 2003 | 4 | $250,000 | $72,000 | $450 | 160 |
| 356 | McDermott Advisory Group, LLCMcDermott Advisory Group, LLC | Daniel M. McDermott | Owner | 1999 | 5 | $250,000 | $69,724 | $697 | 100 |
| 357 | Cypress Advisory Services Ltd., LLPCypress Advisory Services Ltd., LLP | Paul Palmer | Managing Principal | 2006 | 3 | $1,000,000 | $68,757 | $1,058 | 65 |
| 358 | Flagship Capital Management, IncFlagship Capital Management, Inc | Tom Goldsmith | President | 1990 | 4 | $250,000 | $67,600 | $650 | 104 |
| 359 | Strasbaugh Financial Advisory, Inc.Strasbaugh Financial Advisory, Inc. | Susan Strasbaugh | President | 1998 | 5 | $250,000 | $67,000 | $827 | 81 |
| 360 | Financial Guidance Group, Inc.Financial Guidance Group, Inc. | Carl F. von dem Bussche | President | 1993 | 4 | $500,000 | $66,200 | $576 | 115 |
| 361 | Mueller Financial Solutions CoMueller Financial Solutions Co | Jeffrey L Mueller | President | 1997 | 4 | $250,000 | $63,510 | $285 | 223 |
| 362 | Vescor Consulting, Inc.Vescor Consulting, Inc. | Michael V Addessi | President | 1983 | 7 | $250,000 | $60,846 | $246 | 247 |
| 363 | Kasanow & Associates: Wealth ManagementKasanow & Associates: Wealth Management | Harry G. Kasanow | President | 1994 | 7 | $1,000,000 | $60,000 | $545 | 110 |
| 364 | Capital Preservation Partners, Inc.Capital Preservation Partners, Inc. | Michael Hymes | Managing Director | 1992 | 10 | $500,000 | $57,000 | $456 | 125 |
| 365 | MA Wealth ManagementMA Wealth Management | Mike Deovlet | President | 1956 | 4 | $1,000,000 | $55,523 | $6,940 | 8 |
| 366 | Loretta Nolan Associates LLCLoretta Nolan Associates LLC | Loretta Nolan | Managing Member | 1997 | 2 | $53,964 | $1,861 | 29 | |
| 367 | Pauley Financial Services, Inc.Pauley Financial Services, Inc. | Doug Pauley | Owner, CEO | 1996 | 3 | $500,000 | $53,937 | $1,498 | 36 |
| 368 | Artifex Financial GroupArtifex Financial Group | Doug Kinsey | Partner | 2007 | 4 | $400,000 | $52,000 | $634 | 82 |
| 369 | Johnson Financial Group, LLCJohnson Financial Group, LLC | Brandon C. Johnson | Principal | 2002 | 3 | $500,000 | $51,500 | $3,679 | 14 |
| 370 | Krilogy FinancialKrilogy Financial | Kent Skornia | President | 2009 | 17 | $47,000 | $392 | 120 | |
| 371 | First Republic Private Wealth ManagementFirst Republic Private Wealth Management | Robert L. Thornton | President, Investment Management | 1924 | 218 | $300,000 | $18,664 | $5 | 3500 |
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