|
2501
|
Focused Wealth Management
Newburgh,
New York
|
$343K
|
+$14.2K
|
+220
|
+4%
|
|
|
2502
|
ERn Financial LLC
Middleton,
Wisconsin
|
$343K
|
+$330K
|
+5,120
|
New
|
|
|
2503
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$342K
|
+$16.8K
|
+260
|
+5%
|
|
|
2504
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$342K
|
+$329K
|
+5,100
|
New
|
|
|
2505
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$342K
|
+$329K
|
+5,100
|
New
|
|
|
2506
|
Pavion Blue Capital
Newport Beach,
California
|
$340K
|
+$328K
|
+5,080
|
New
|
|
|
2507
|
Wealthquest
Cincinnati,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
2508
|
Delta Asset Management
Memphis,
Tennessee
|
$335K
|
-$15.5K
|
-240
|
-5%
|
|
|
2509
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$335K
|
–
|
–
|
–
|
|
|
2510
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$332K
|
+$74.8K
|
+1,160
|
+31%
|
|
|
2511
|
JGP Wealth Management
Bend,
Oregon
|
$331K
|
-$3.87K
|
-60
|
-1%
|
|
|
2512
|
Security National Bank
Omaha,
Nebraska
|
$331K
|
–
|
–
|
–
|
|
|
2513
|
Benin Management Corp
Wilton,
Connecticut
|
$330K
|
–
|
–
|
–
|
|
|
2514
|
Old Mission Investment Co
Traverse City,
Michigan
|
$329K
|
+$19.4K
|
+300
|
+6%
|
|
|
2515
|
Financial Consulate
Hunt Valley,
Maryland
|
$329K
|
–
|
–
|
–
|
|
|
2516
|
Americana Partners
Houston,
Texas
|
$329K
|
+$317K
|
+4,920
|
New
|
|
|
2517
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$328K
|
+$316K
|
+4,900
|
New
|
|
|
2518
|
West Oak Capital
Westlake Village,
California
|
$327K
|
–
|
–
|
–
|
|
|
2519
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$325K
|
-$139K
|
-2,160
|
-31%
|
|
|
2520
|
Trellis Advisors
Ellensburg,
Washington
|
$324K
|
-$9.03K
|
-140
|
-3%
|
|
|
2521
|
Legacy Bridge
West Des Moines,
Iowa
|
$324K
|
+$27.1K
|
+420
|
+10%
|
|
|
2522
|
LPWM LLC
Minneapolis,
Minnesota
|
$324K
|
+$312K
|
+4,840
|
New
|
|
|
2523
|
Colorado Capital Management
Boulder,
Colorado
|
$323K
|
–
|
–
|
–
|
|
|
2524
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$319K
|
-$3.87K
|
-60
|
-1%
|
|
|
2525
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$319K
|
–
|
–
|
–
|
|
