|
176
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$444K
|
+$23.5K
|
+684
|
+5%
|
|
|
177
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$441K
|
+$5.58K
|
+162
|
+1%
|
|
|
178
|
Acropolis Investment Management
St. Louis,
Missouri
|
$439K
|
+$369K
|
+10,735
|
+334%
|
|
|
179
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$435K
|
-$128K
|
-3,713
|
-23%
|
|
|
180
|
Regal Investment Advisors
Kentwood,
Michigan
|
$434K
|
-$68K
|
-1,976
|
-13%
|
|
|
181
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$431K
|
-$14.7M
|
-428,427
|
-97%
|
|
|
182
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$428K
|
+$468K
|
+13,602
|
New
|
|
|
183
|
Planning Alternatives
Birmingham,
Michigan
|
$419K
|
+$62.4K
|
+1,813
|
+16%
|
|
|
184
|
Avantax Advisory Services
Dallas,
Texas
|
$411K
|
+$24.4K
|
+708
|
+6%
|
|
|
185
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$408K
|
-$270K
|
-7,850
|
-38%
|
|
|
186
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$393K
|
+$91.2K
|
+2,650
|
+27%
|
|
|
187
|
Coldstream Capital Management
Bellevue,
Washington
|
$383K
|
+$10.8K
|
+315
|
+3%
|
|
|
188
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$376K
|
+$49K
|
+1,424
|
+14%
|
|
|
189
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$368K
|
–
|
–
|
–
|
|
|
190
|
Evergreen Capital Management
Bellevue,
Washington
|
$366K
|
-$106K
|
-3,075
|
-21%
|
|
|
191
|
First Pacific Financial
Vancouver,
Washington
|
$366K
|
+$400K
|
+11,623
|
New
|
|
|
192
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$361K
|
-$30.6K
|
-888
|
-7%
|
|
|
193
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$351K
|
+$585
|
+17
|
+0.2%
|
|
|
194
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$349K
|
-$22.7K
|
-661
|
-6%
|
|
|
195
|
Bank of New York Mellon
New York
|
$349K
|
+$67.8K
|
+1,970
|
+22%
|
|
|
196
|
Tarbox Family Office
Newport Beach,
California
|
$345K
|
+$4.96K
|
+144
|
+1%
|
|
|
197
|
|
$340K
|
+$51.5K
|
+1,498
|
+16%
|
|
|
198
|
CPWM LLC
Seattle,
Washington
|
$339K
|
-$177K
|
-5,158
|
-32%
|
|
|
199
|
Maryland Capital Management
Towson,
Maryland
|
$339K
|
–
|
–
|
–
|
|
|
200
|
IFP Advisors
Tampa,
Florida
|
$338K
|
–
|
–
|
–
|
|
