|
201
|
Global Financial Private Client
Sarasota,
Florida
|
$330K
|
+$295K
|
+4,271
|
+968%
|
|
|
202
|
Choreo LLC
Rockford,
Illinois
|
$320K
|
+$20.7K
|
+300
|
+7%
|
|
|
203
|
Southland Equity Partners
Wildwood,
Missouri
|
$319K
|
-$9.25K
|
-134
|
-3%
|
|
|
204
|
WealthOne
Albany,
New York
|
$317K
|
+$5.87K
|
+85
|
+2%
|
|
|
205
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
206
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$303K
|
-$85.9M
|
-1,244,681
|
-100%
|
|
|
207
|
Focus Financial Network
Minneapolis,
Minnesota
|
$300K
|
+$2.21K
|
+32
|
+0.7%
|
|
|
208
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$298K
|
+$1.1K
|
+16
|
+0.4%
|
|
|
209
|
Proficio Capital Partners
Newton,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
210
|
Whittier Trust
South Pasadena,
California
|
$265K
|
–
|
–
|
–
|
|
|
211
|
Armbruster Capital Management
Pittsford,
New York
|
$262K
|
-$44.9K
|
-650
|
-15%
|
|
|
212
|
Destiny Wealth Partners
Tavares,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
213
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$256K
|
–
|
–
|
–
|
|
|
214
|
Financial Alternatives
La Jolla,
California
|
$254K
|
–
|
–
|
–
|
|
|
215
|
Cumberland Advisors
Sarasota,
Florida
|
$254K
|
–
|
–
|
–
|
|
|
216
|
Mercer Global Advisors
Denver,
Colorado
|
$250K
|
+$22.7K
|
+329
|
+10%
|
|
|
217
|
Y-Intercept (HK)
Hong Kong
|
$235K
|
+$24.9K
|
+361
|
+12%
|
|
|
218
|
CWA Asset Management Group
Naples,
Florida
|
$225K
|
+$222K
|
+3,221
|
New
|
|
|
219
|
GSB Wealth Management
Guilford,
Connecticut
|
$219K
|
-$307K
|
-4,447
|
-59%
|
|
|
220
|
Oppenheimer & Co
New York
|
$217K
|
+$215K
|
+3,113
|
New
|
|
|
221
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$216K
|
–
|
–
|
–
|
|
|
222
|
Mission Wealth Management
Santa Barbara,
California
|
$216K
|
+$214K
|
+3,100
|
New
|
|
|
223
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$213K
|
-$595K
|
-8,621
|
-75%
|
|
|
224
|
Northeast Investment Management
Boston,
Massachusetts
|
$212K
|
-$120K
|
-1,737
|
-36%
|
|
|
225
|
|
$211K
|
+$6.42K
|
+93
|
+3%
|
|
