|
201
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$554K
|
+$88.8K
|
+3,060
|
+19%
|
|
|
202
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$551K
|
+$1.45K
|
+50
|
+0.3%
|
|
|
203
|
Joel Isaacson & Co
New York
|
$537K
|
+$55.6K
|
+1,917
|
+11%
|
|
|
204
|
Team Hewins
Redwood City,
California
|
$531K
|
-$211K
|
-7,279
|
-28%
|
|
|
205
|
Simplicity Wealth
Summit,
New Jersey
|
$525K
|
+$493
|
+17
|
+0.1%
|
|
|
206
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$518K
|
+$122K
|
+4,192
|
+30%
|
|
|
207
|
Brown Advisory
Baltimore,
Maryland
|
$513K
|
–
|
–
|
–
|
|
|
208
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$513K
|
–
|
–
|
–
|
|
|
209
|
MB Generational Wealth
Spokane,
Washington
|
$494K
|
+$191K
|
+6,571
|
+62%
|
|
|
210
|
Cypress Point Wealth Management
Dallas,
Texas
|
$491K
|
+$55.1K
|
+1,900
|
+13%
|
|
|
211
|
WMS Partners
Towson,
Maryland
|
$485K
|
-$1.02K
|
-35
|
-0.2%
|
|
|
212
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$485K
|
+$21.1K
|
+727
|
+5%
|
|
|
213
|
Willow Creek Wealth Management
Sebastopol,
California
|
$470K
|
–
|
–
|
–
|
|
|
214
|
Shearwater Capital
Denver,
Colorado
|
$467K
|
-$842
|
-29
|
-0.2%
|
|
|
215
|
Kraft Asset Management
Nashville,
Tennessee
|
$464K
|
-$254K
|
-8,746
|
-35%
|
|
|
216
|
CPA Asset Management
West Palm Beach,
Florida
|
$458K
|
+$462K
|
+15,911
|
New
|
|
|
217
|
Capital Performance Advisors
Walnut Creek,
California
|
$458K
|
+$64.2K
|
+2,212
|
+16%
|
|
|
218
|
Atria Investments
Charlotte,
North Carolina
|
$457K
|
+$460K
|
+15,866
|
New
|
|
|
219
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$455K
|
+$459K
|
+15,812
|
New
|
|
|
220
|
Jones Financial Companies
Des Peres,
Missouri
|
$453K
|
+$128K
|
+4,406
|
+39%
|
|
|
221
|
Hanover Advisors
Seneca,
South Carolina
|
$452K
|
-$90.4K
|
-3,115
|
-17%
|
|
|
222
|
Essential Planning
Portsmouth,
New Hampshire
|
$446K
|
+$82.4K
|
+2,838
|
+22%
|
|
|
223
|
Mission Wealth Management
Santa Barbara,
California
|
$438K
|
-$8.24K
|
-284
|
-2%
|
|
|
224
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$422K
|
+$80.9K
|
+2,789
|
+24%
|
|
|
225
|
TCI Wealth Advisors
Tucson,
Arizona
|
$419K
|
-$22.4K
|
-773
|
-5%
|
|
