|
1876
|
Global Financial Private Client
Sarasota,
Florida
|
$86.5K
|
+$82K
|
+1,650
|
New
|
|
|
1877
|
Coppell Advisory Solutions
Coppell,
Texas
|
$84.5K
|
+$80.8K
|
+1,625
|
New
|
|
|
1878
|
AllSquare Wealth Management
Albany,
New York
|
$84.3K
|
–
|
–
|
–
|
|
|
1879
|
Bourgeon Capital Management
Darien,
Connecticut
|
$83.4K
|
–
|
–
|
–
|
|
|
1880
|
Live Oak Investment Partners
Austin,
Texas
|
$79.2K
|
–
|
–
|
–
|
|
|
1881
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$77K
|
-$2.27M
|
-45,630
|
-97%
|
|
|
1882
|
PrairieView Partners
St. Paul,
Minnesota
|
$77K
|
–
|
–
|
–
|
|
|
1883
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$75.3K
|
–
|
–
|
–
|
|
|
1884
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$74.5K
|
+$8.7K
|
+175
|
+14%
|
|
|
1885
|
Eagle Bay Advisors
New York
|
$73K
|
-$199K
|
-4,000
|
-74%
|
|
|
1886
|
Larson Financial Group
St Louis,
Missouri
|
$71.7K
|
-$994
|
-20
|
-1%
|
|
|
1887
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$67K
|
+$248
|
+5
|
+0.4%
|
|
|
1888
|
Moser Wealth Advisors
Bellevue,
Washington
|
$66.7K
|
+$63.4K
|
+1,275
|
New
|
|
|
1889
|
Founders Capital Management (Texas)
Houston,
Texas
|
$66.5K
|
–
|
–
|
–
|
|
|
1890
|
PFS Partners
Mine Hill,
New Jersey
|
$60.7K
|
+$47.2K
|
+950
|
+452%
|
|
|
1891
|
West Oak Capital
Westlake Village,
California
|
$60.1K
|
–
|
–
|
–
|
|
|
1892
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$57.5K
|
-$30.3K
|
-610
|
-36%
|
|
|
1893
|
Clearview Wealth Advisors
Salem,
Oregon
|
$57.4K
|
+$248
|
+5
|
+0.5%
|
|
|
1894
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$57.3K
|
+$53.7K
|
+1,080
|
+7,200%
|
|
|
1895
|
Blume Capital Management
Berkeley,
California
|
$55.7K
|
–
|
–
|
–
|
|
|
1896
|
JDM Financial Group
Austin,
Texas
|
$54.9K
|
–
|
–
|
–
|
|
|
1897
|
Richard W. Paul & Associates
Novi,
Michigan
|
$52.6K
|
-$3.23K
|
-65
|
-6%
|
|
|
1898
|
AssetMark Inc
Concord,
California
|
$51.3K
|
-$4.47K
|
-90
|
-8%
|
|
|
1899
|
Level Financial Advisors
East Amherst,
New York
|
$51.3K
|
–
|
–
|
–
|
|
|
1900
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$51.2K
|
–
|
–
|
–
|
|
