|
176
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$535K
|
+$41.5K
|
+1,102
|
+7%
|
|
|
177
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$535K
|
+$103K
|
+2,730
|
+24%
|
|
|
178
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$526K
|
+$145K
|
+3,841
|
+38%
|
|
|
179
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$521K
|
–
|
–
|
–
|
|
|
180
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$510K
|
+$29.6K
|
+785
|
+6%
|
|
|
181
|
Portland Global Advisors
Portland,
Maine
|
$501K
|
+$116K
|
+3,090
|
+31%
|
|
|
182
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$494K
|
+$92.4K
|
+2,451
|
+23%
|
|
|
183
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$479K
|
–
|
–
|
–
|
|
|
184
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$470K
|
+$9.38K
|
+249
|
+2%
|
|
|
185
|
Avantax Advisory Services
Dallas,
Texas
|
$469K
|
+$197K
|
+5,226
|
+73%
|
|
|
186
|
Coldstream Capital Management
Bellevue,
Washington
|
$450K
|
-$377
|
-10
|
-0.1%
|
|
|
187
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$447K
|
-$81.7K
|
-2,168
|
-16%
|
|
|
188
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$444K
|
-$32.9K
|
-873
|
-7%
|
|
|
189
|
Planning Alternatives
Birmingham,
Michigan
|
$437K
|
+$49.6K
|
+1,316
|
+13%
|
|
|
190
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$422K
|
+$6.82K
|
+181
|
+2%
|
|
|
191
|
CreativeOne Wealth
Overland Park,
Kansas
|
$413K
|
+$24.3K
|
+646
|
+6%
|
|
|
192
|
Tarbox Family Office
Newport Beach,
California
|
$411K
|
-$10.1K
|
-267
|
-2%
|
|
|
193
|
Maryland Capital Management
Towson,
Maryland
|
$409K
|
–
|
–
|
–
|
|
|
194
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$408K
|
+$1.81K
|
+48
|
+0.4%
|
|
|
195
|
Eagle Bay Advisors
New York
|
$402K
|
+$2.15K
|
+57
|
+0.5%
|
|
|
196
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$400K
|
+$74.2K
|
+1,968
|
+23%
|
|
|
197
|
Aufman Associates
Sewickley,
Pennsylvania
|
$398K
|
+$36.8K
|
+977
|
+10%
|
|
|
198
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$392K
|
+$163K
|
+4,320
|
+72%
|
|
|
199
|
Opal Wealth Advisors
Jericho,
New York
|
$386K
|
+$62.2K
|
+1,650
|
+19%
|
|
|
200
|
One Day In July LLC
Burlington,
Vermont
|
$383K
|
+$30.9K
|
+820
|
+9%
|
|
