|
1876
|
YorkBridge Wealth Partners
New York
|
$271K
|
+$16.7K
|
+84
|
+6%
|
|
|
1877
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$270K
|
-$9.96K
|
-50
|
-3%
|
|
|
1878
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$270K
|
–
|
–
|
–
|
|
|
1879
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$270K
|
+$3.59K
|
+18
|
+1%
|
|
|
1880
|
Stewart & Patten Company
Lafayette,
California
|
$267K
|
–
|
–
|
–
|
|
|
1881
|
Wellington Shields & Co
New York
|
$267K
|
–
|
–
|
–
|
|
|
1882
|
Jordan Park Group
San Francisco,
California
|
$262K
|
-$1.56M
|
-7,821
|
-84%
|
|
|
1883
|
Bull Oak Capital
San Diego,
California
|
$262K
|
–
|
–
|
–
|
|
|
1884
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
1885
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$261K
|
-$1.47M
|
-7,378
|
-84%
|
|
|
1886
|
Carret Asset Management
New York
|
$261K
|
–
|
–
|
–
|
|
|
1887
|
Pasadena Private Wealth
Pasadena,
California
|
$261K
|
+$1.2K
|
+6
|
+0.4%
|
|
|
1888
|
Watchman Group
Plano,
Texas
|
$259K
|
-$997
|
-5
|
-0.3%
|
|
|
1889
|
CM Wealth Advisors
Beachwood,
Ohio
|
$258K
|
–
|
–
|
–
|
|
|
1890
|
Riversedge Advisors
Wilmington,
Delaware
|
$258K
|
–
|
–
|
–
|
|
|
1891
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
1892
|
Global Assets Advisory
Orlando,
Florida
|
$255K
|
+$262K
|
+1,314
|
New
|
|
|
1893
|
Sawyer & Company
Boston,
Massachusetts
|
$254K
|
+$25.5K
|
+128
|
+10%
|
|
|
1894
|
Dopkins Wealth Management
Williamsville,
New York
|
$253K
|
–
|
–
|
–
|
|
|
1895
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$252K
|
-$44.2K
|
-222
|
-14%
|
|
|
1896
|
Financial Life Advisors
San Antonio,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
1897
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$251K
|
-$11.4K
|
-57
|
-4%
|
|
|
1898
|
West Branch Capital
Amherst,
Massachusetts
|
$251K
|
+$997
|
+5
|
+0.4%
|
|
|
1899
|
Financial Advisors
Andover,
Massachusetts
|
$250K
|
-$22.1K
|
-111
|
-7%
|
|
|
1900
|
LWM Advisory Services
Plantation,
Florida
|
$250K
|
+$278K
|
+1,394
|
New
|
|
