|
801
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$315K
|
+$20.5K
|
+494
|
+7%
|
|
|
802
|
Stiles Financial Services
Edina,
Minnesota
|
$314K
|
–
|
–
|
–
|
|
|
803
|
BlackDiamond Wealth Management
New York
|
$314K
|
+$41.8K
|
+1,009
|
+15%
|
|
|
804
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$313K
|
+$332K
|
+8,002
|
New
|
|
|
805
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$313K
|
-$47.7K
|
-1,150
|
-13%
|
|
|
806
|
Corient IA
Miami,
Florida
|
$313K
|
–
|
–
|
–
|
|
|
807
|
Paragon Financial Partners
Woodland Hills,
California
|
$313K
|
–
|
–
|
–
|
|
|
808
|
Phoenix Financial
Givatayim,
Israel
|
$312K
|
+$25.1K
|
+605
|
+8%
|
|
|
809
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$309K
|
-$183K
|
-4,417
|
-36%
|
|
|
810
|
Lazard Asset Management
New York
|
$307K
|
-$76.4K
|
-1,842
|
-19%
|
|
|
811
|
Westpac Banking Corp
Sydney,
Australia
|
$303K
|
+$49.1K
|
+1,183
|
+18%
|
|
|
812
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$302K
|
-$88.8K
|
-2,141
|
-22%
|
|
|
813
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$301K
|
+$20.7K
|
+499
|
+7%
|
|
|
814
|
KFG Wealth Management
Granger,
Indiana
|
$300K
|
+$25.2K
|
+607
|
+9%
|
|
|
815
|
Fiduciary Trust
Boston,
Massachusetts
|
$297K
|
+$3.07K
|
+74
|
+1%
|
|
|
816
|
SVB Wealth
Boston,
Massachusetts
|
$295K
|
-$31.5K
|
-759
|
-9%
|
|
|
817
|
Meridian Wealth Management
Lexington,
Kentucky
|
$295K
|
+$125K
|
+3,020
|
+67%
|
|
|
818
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$292K
|
–
|
–
|
–
|
|
|
819
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$292K
|
-$61.8K
|
-1,491
|
-17%
|
|
|
820
|
Krilogy Financial
St. Louis,
Missouri
|
$290K
|
-$165K
|
-3,979
|
-36%
|
|
|
821
|
RWC Asset Management
London,
United Kingdom
|
$289K
|
–
|
–
|
–
|
|
|
822
|
Fiduciary Planning
Englewood,
Florida
|
$288K
|
-$527K
|
-12,707
|
-63%
|
|
|
823
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$286K
|
+$11.1K
|
+268
|
+4%
|
|
|
824
|
Curated Wealth Partners
El Segundo,
California
|
$285K
|
+$302K
|
+7,279
|
New
|
|
|
825
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$284K
|
-$55.2K
|
-1,332
|
-16%
|
|
