|
601
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
602
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.4M
|
–
|
–
|
–
|
|
|
603
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
604
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.4M
|
–
|
–
|
–
|
|
|
605
|
SMART Wealth
Omaha,
Nebraska
|
$1.4M
|
–
|
–
|
–
|
|
|
606
|
SouthState Corp
Winter Haven,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
607
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.4M
|
–
|
–
|
–
|
|
|
608
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$1.4M
|
–
|
–
|
–
|
|
|
609
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$1.4M
|
–
|
–
|
–
|
|
|
610
|
Zhang Financial
Portage,
Michigan
|
$1.4M
|
–
|
–
|
–
|
|
|
611
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.4M
|
+$934K
|
+2
|
+200%
|
|
|
612
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.4M
|
+$1.4M
|
+3
|
New
|
|
|
613
|
Prudential Financial
Newark,
New Jersey
|
$1.4M
|
+$1.4M
|
+3
|
New
|
|
|
614
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.4M
|
+$1.4M
|
+3
|
New
|
|
|
615
|
Biechele Royce Advisors
Fishers,
Indiana
|
$1.4M
|
-$467K
|
-1
|
-25%
|
|
|
616
|
Boston Family Office
Boston,
Massachusetts
|
$1.4M
|
–
|
–
|
–
|
|
|
617
|
Union Investments & Development
Tel Aviv,
Israel
|
$1.36M
|
–
|
–
|
–
|
|
|
618
|
Vista Capital Partners
Portland,
Oregon
|
$1.27M
|
-$44.4M
|
-95
|
-2%
|
|
|
619
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.01M
|
–
|
–
|
–
|
|
|
620
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.01M
|
+$934K
|
+2
|
New
|
|
|
621
|
Brookstone Capital Management
Wheaton,
Illinois
|
$996K
|
–
|
–
|
–
|
|
|
622
|
Wimmer Associates 1
Pasadena,
California
|
$992K
|
–
|
–
|
–
|
|
|
623
|
SkyOak Wealth
Southfield,
Michigan
|
$978K
|
–
|
–
|
–
|
|
|
624
|
Lavaca Capital
Houston,
Texas
|
$946K
|
–
|
–
|
–
|
|
|
625
|
Blue Trust Inc
Alpharetta,
Georgia
|
$938K
|
–
|
–
|
–
|
|
