|
551
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.19M
|
+$343K
|
+2,833
|
+48%
|
|
|
552
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.18M
|
+$2.91K
|
+24
|
+0.3%
|
|
|
553
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.17M
|
-$1.33K
|
-11
|
-0.1%
|
|
|
554
|
CV Advisors
Aventura,
Florida
|
$1.17M
|
-$103K
|
-849
|
-9%
|
|
|
555
|
Siemens Fonds Invest
Munich,
Germany
|
$1.16M
|
+$63.8K
|
+527
|
+7%
|
|
|
556
|
KeyBank National Association
Cleveland,
Ohio
|
$1.15M
|
-$70K
|
-578
|
-6%
|
|
|
557
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.15M
|
+$58.5K
|
+483
|
+6%
|
|
|
558
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.14M
|
-$45.3K
|
-374
|
-4%
|
|
|
559
|
Regent Investment Management
Louisville,
Kentucky
|
$1.14M
|
-$838K
|
-6,921
|
-45%
|
|
|
560
|
Equitable Trust
Nashville,
Tennessee
|
$1.14M
|
+$739K
|
+6,100
|
+267%
|
|
|
561
|
Darwin Wealth Management
Tampa,
Florida
|
$1.13M
|
-$54.2K
|
-448
|
-5%
|
|
|
562
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.13M
|
+$1M
|
+8,293
|
New
|
|
|
563
|
BOK Financial
Tulsa,
Oklahoma
|
$1.12M
|
+$599K
|
+4,946
|
+148%
|
|
|
564
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.12M
|
+$207K
|
+1,707
|
+26%
|
|
|
565
|
Davenport & Co
Richmond,
Virginia
|
$1.11M
|
+$40.3K
|
+333
|
+4%
|
|
|
566
|
Boston Family Office
Boston,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
567
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1.1M
|
+$636K
|
+5,252
|
+186%
|
|
|
568
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.09M
|
+$491K
|
+4,056
|
+102%
|
|
|
569
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.09M
|
+$379K
|
+3,129
|
+64%
|
|
|
570
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
+$63.1K
|
+521
|
+7%
|
|
|
571
|
Jasper Ridge Partners
Menlo Park,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
572
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.07M
|
-$754K
|
-6,229
|
-44%
|
|
|
573
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.07M
|
+$136K
|
+1,126
|
+17%
|
|
|
574
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.06M
|
-$21.3K
|
-176
|
-2%
|
|
|
575
|
American Trust
Lexington,
Kentucky
|
$1.05M
|
+$693K
|
+5,725
|
+281%
|
|
