|
151
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$221K
|
+$22K
|
+302
|
+11%
|
|
|
152
|
Aurelius Family Office
Bedford,
New Hampshire
|
$219K
|
+$8.3K
|
+114
|
+4%
|
|
|
153
|
Sensible Money
Scottsdale,
Arizona
|
$207K
|
+$204K
|
+2,799
|
New
|
|
|
154
|
Donalies Financial Planning
Washington,
District of Columbia
|
$207K
|
+$204K
|
+2,797
|
New
|
|
|
155
|
Safeguard Investment Advisory Group
Corona,
California
|
$202K
|
+$199K
|
+2,734
|
New
|
|
|
156
|
Andrews Lucia Wealth Management
Danville,
California
|
$202K
|
+$198K
|
+2,724
|
New
|
|
|
157
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$196K
|
–
|
–
|
–
|
|
|
158
|
LRI Investments
Palm Beach Gardens,
Florida
|
$182K
|
+$16.2K
|
+222
|
+10%
|
|
|
159
|
Red Lighthouse Investment Management
New York
|
$173K
|
+$63.6K
|
+874
|
+60%
|
|
|
160
|
Frankly Finances
Winter Park,
Florida
|
$168K
|
+$165K
|
+2,267
|
New
|
|
|
161
|
Osaic Holdings
Scottsdale,
Arizona
|
$148K
|
-$92.1K
|
-1,265
|
-39%
|
|
|
162
|
Trust Company
Manhattan,
Kansas
|
$141K
|
+$139K
|
+1,910
|
New
|
|
|
163
|
Asset Dedication LLC
San Francisco,
California
|
$122K
|
+$26.6K
|
+365
|
+28%
|
|
|
164
|
Curio Wealth
Annapolis,
Maryland
|
$99.3K
|
+$73
|
+1
|
+0.1%
|
|
|
165
|
Crews Bank & Trust
Wauchula,
Florida
|
$93.6K
|
–
|
–
|
–
|
|
|
166
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$90.8K
|
+$49.6K
|
+682
|
+125%
|
|
|
167
|
Investors Portfolio Services
Puyallup,
Washington
|
$89K
|
+$87.5K
|
+1,203
|
New
|
|
|
168
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$86.2K
|
+$1.82K
|
+25
|
+2%
|
|
|
169
|
SJS Investment Consulting
Sylvania,
Ohio
|
$85.4K
|
+$5.09K
|
+70
|
+6%
|
|
|
170
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$70.3K
|
+$26.8K
|
+368
|
+63%
|
|
|
171
|
McIlrath & Eck
Arlington,
Washington
|
$64.5K
|
+$3.57K
|
+49
|
+6%
|
|
|
172
|
|
$51.4K
|
-$2.47K
|
-34
|
-5%
|
|
|
173
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$49.5K
|
-$19.2K
|
-264
|
-28%
|
|
|
174
|
Concord Wealth Partners
Abingdon,
Virginia
|
$45.1K
|
-$68.3K
|
-939
|
-61%
|
|
|
175
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$43K
|
–
|
–
|
–
|
|
