|
1501
|
Boston Trust Walden
Boston,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
1502
|
Madrona Financial Services
Everett,
Washington
|
$202K
|
+$6.55K
|
+44
|
+3%
|
|
|
1503
|
Abound Wealth Management
Franklin,
Tennessee
|
$201K
|
+$78.6K
|
+528
|
+55%
|
|
|
1504
|
Operose Advisors
Milwaukee,
Wisconsin
|
$195K
|
–
|
–
|
–
|
|
|
1505
|
Tortoise Investment Management
White Plains,
New York
|
$195K
|
–
|
–
|
–
|
|
|
1506
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$191K
|
+$76.3K
|
+513
|
+57%
|
|
|
1507
|
MV Capital Management
Bethesda,
Maryland
|
$191K
|
–
|
–
|
–
|
|
|
1508
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$190K
|
–
|
–
|
–
|
|
|
1509
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$187K
|
–
|
–
|
–
|
|
|
1510
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$186K
|
–
|
–
|
–
|
|
|
1511
|
Pacifica Partners
Surrey,
Canada
|
$183K
|
–
|
–
|
–
|
|
|
1512
|
Pin Oak Investment Advisors
Houston,
Texas
|
$182K
|
–
|
–
|
–
|
|
|
1513
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$181K
|
-$200K
|
-1,342
|
Closed
|
|
|
1514
|
|
$178K
|
-$744
|
-5
|
-0.4%
|
|
|
1515
|
Wolff Wiese Magana
Carslbad,
California
|
$176K
|
–
|
–
|
–
|
|
|
1516
|
Resources Management Corp
West Hartford,
Connecticut
|
$174K
|
-$5.36K
|
-36
|
-3%
|
|
|
1517
|
AllSquare Wealth Management
Albany,
New York
|
$172K
|
–
|
–
|
–
|
|
|
1518
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$169K
|
–
|
–
|
–
|
|
|
1519
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$162K
|
–
|
–
|
–
|
|
|
1520
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$162K
|
+$6.84K
|
+46
|
+4%
|
|
|
1521
|
TimeScale Financial
Danvers,
Massachusetts
|
$161K
|
-$1.19K
|
-8
|
-0.7%
|
|
|
1522
|
|
$161K
|
+$177K
|
+1,190
|
New
|
|
|
1523
|
Glassman Wealth Services
Vienna,
Virginia
|
$159K
|
–
|
–
|
–
|
|
|
1524
|
Larson Financial Group
St Louis,
Missouri
|
$153K
|
+$69.3K
|
+466
|
+70%
|
|
|
1525
|
|
$150K
|
+$164K
|
+1,100
|
New
|
|
