|
151
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$251K
|
+$743
|
+20
|
+0.3%
|
|
|
152
|
Red Tortoise LLC
Atlanta,
Georgia
|
$244K
|
–
|
–
|
–
|
|
|
153
|
XY Planning Network
Bozeman,
Montana
|
$238K
|
+$225K
|
+6,045
|
New
|
|
|
154
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
155
|
Foster Group
West Des Moines,
Iowa
|
$234K
|
–
|
–
|
–
|
|
|
156
|
RHS Financial
San Francisco,
California
|
$231K
|
-$189K
|
-5,090
|
-46%
|
|
|
157
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$231K
|
+$217K
|
+5,829
|
New
|
|
|
158
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$231K
|
+$218K
|
+5,856
|
New
|
|
|
159
|
Integrity Wealth Solutions
Denver,
Colorado
|
$226K
|
+$213K
|
+5,746
|
New
|
|
|
160
|
Brown Advisory
Baltimore,
Maryland
|
$220K
|
+$208K
|
+5,588
|
New
|
|
|
161
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$218K
|
–
|
–
|
–
|
|
|
162
|
Raymond James Financial
St Petersburg,
Florida
|
$178K
|
-$510K
|
-13,720
|
-75%
|
|
|
163
|
Cardiff Park Advisors
Carlsbad,
California
|
$176K
|
+$2.15K
|
+58
|
+1%
|
|
|
164
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$163K
|
+$103K
|
+2,766
|
+201%
|
|
|
165
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$133K
|
+$669
|
+18
|
+0.5%
|
|
|
166
|
|
$130K
|
+$10.7K
|
+287
|
+10%
|
|
|
167
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$130K
|
–
|
–
|
–
|
|
|
168
|
Red Lighthouse Investment Management
New York
|
$129K
|
+$14.6K
|
+394
|
+14%
|
|
|
169
|
LRI Investments
Palm Beach Gardens,
Florida
|
$121K
|
–
|
–
|
–
|
|
|
170
|
Clearstead Advisors
Cleveland,
Ohio
|
$113K
|
–
|
–
|
–
|
|
|
171
|
Curio Wealth
Annapolis,
Maryland
|
$113K
|
+$106K
|
+2,856
|
+71,400%
|
|
|
172
|
Tortoise Investment Management
White Plains,
New York
|
$95.4K
|
–
|
–
|
–
|
|
|
173
|
Bank of America
Charlotte,
North Carolina
|
$63.6K
|
-$9.18K
|
-247
|
-13%
|
|
|
174
|
Parkworth Wealth Management
Los Gatos,
California
|
$63.6K
|
+$11.4K
|
+308
|
+24%
|
|
|
175
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$54.7K
|
+$51.7K
|
+1,391
|
New
|
|
