|
151
|
Axxcess Wealth Management
Carlsbad,
California
|
$317K
|
+$309K
|
+3,833
|
New
|
|
|
152
|
Bank of America
Charlotte,
North Carolina
|
$316K
|
+$308K
|
+3,822
|
New
|
|
|
153
|
Foster & Motley
Cincinnati,
Ohio
|
$314K
|
+$7.1K
|
+88
|
+2%
|
|
|
154
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$305K
|
+$67.1K
|
+832
|
+29%
|
|
|
155
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$301K
|
+$294K
|
+3,640
|
New
|
|
|
156
|
Vistica Wealth Advisors
Carlsbad,
California
|
$295K
|
+$888
|
+11
|
+0.3%
|
|
|
157
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$295K
|
+$11.4K
|
+141
|
+4%
|
|
|
158
|
Signal Advisors Wealth
Detroit,
Michigan
|
$295K
|
+$287K
|
+3,562
|
New
|
|
|
159
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$291K
|
+$282K
|
+3,495
|
New
|
|
|
160
|
LAM Group
Lake Oswego,
Oregon
|
$290K
|
+$161
|
+2
|
+0.1%
|
|
|
161
|
Forum Financial Management
Lombard,
Illinois
|
$276K
|
+$20.1K
|
+249
|
+8%
|
|
|
162
|
Truist Financial
Charlotte,
North Carolina
|
$258K
|
+$251K
|
+3,116
|
New
|
|
|
163
|
Inspire Advisors
Meridian,
Idaho
|
$254K
|
-$44.3K
|
-549
|
-15%
|
|
|
164
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$246K
|
+$21.5K
|
+267
|
+10%
|
|
|
165
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$245K
|
-$18.5K
|
-229
|
-7%
|
|
|
166
|
Pathstone Holdings
Englewood,
New Jersey
|
$245K
|
+$565
|
+7
|
+0.2%
|
|
|
167
|
Aurelius Family Office
Bedford,
New Hampshire
|
$241K
|
+$11.5K
|
+142
|
+5%
|
|
|
168
|
CX Institutional
Auburn,
Indiana
|
$238K
|
+$232K
|
+2,870
|
New
|
|
|
169
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$237K
|
+$18.8K
|
+233
|
+9%
|
|
|
170
|
Andrews Lucia Wealth Management
Danville,
California
|
$235K
|
-$5.97K
|
-74
|
-3%
|
|
|
171
|
Donalies Financial Planning
Washington,
District of Columbia
|
$230K
|
-$15.3K
|
-190
|
-6%
|
|
|
172
|
Investmark Advisory Group
Shelton,
Connecticut
|
$226K
|
+$888
|
+11
|
+0.4%
|
|
|
173
|
180 Wealth Advisors
Federal Way,
Washington
|
$222K
|
+$217K
|
+2,684
|
New
|
|
|
174
|
Safeguard Investment Advisory Group
Corona,
California
|
$217K
|
+$212K
|
+2,625
|
New
|
|
|
175
|
Red Lighthouse Investment Management
New York
|
$207K
|
+$201K
|
+2,496
|
New
|
|
