|
851
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$500K
|
+$6.99K
|
+15
|
+2%
|
|
|
852
|
Forum Financial Management
Lombard,
Illinois
|
$500K
|
+$13K
|
+28
|
+3%
|
|
|
853
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$498K
|
–
|
–
|
–
|
|
|
854
|
Legacy Financial Advisors
Covington,
Kentucky
|
$497K
|
-$10.7K
|
-23
|
-2%
|
|
|
855
|
Raleigh Capital Management
Cary,
North Carolina
|
$494K
|
+$357K
|
+767
|
+391%
|
|
|
856
|
Atomi Financial Group
New York
|
$492K
|
+$99.2K
|
+213
|
+29%
|
|
|
857
|
Bridgewater Advisors
New York
|
$489K
|
+$47.1K
|
+101
|
+15%
|
|
|
858
|
DGS Capital Management
Jersey City,
New Jersey
|
$482K
|
-$34.9K
|
-75
|
-7%
|
|
|
859
|
Modera Wealth Management
Westwood,
New Jersey
|
$481K
|
–
|
–
|
–
|
|
|
860
|
Personal CFO Solutions
Chester,
New Jersey
|
$481K
|
+$69K
|
+148
|
+19%
|
|
|
861
|
BSW Wealth Partners
Boulder,
Colorado
|
$478K
|
+$34.5K
|
+74
|
+9%
|
|
|
862
|
Angeles Wealth Management
Santa Monica,
California
|
$478K
|
+$434K
|
+932
|
New
|
|
|
863
|
Gryphon Financial Partners
Columbus,
Ohio
|
$477K
|
+$117K
|
+252
|
+37%
|
|
|
864
|
NWAM LLC
Mercer Island,
Washington
|
$476K
|
+$350K
|
+752
|
New
|
|
|
865
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$476K
|
+$32.1K
|
+69
|
+8%
|
|
|
866
|
GeoWealth Management
Chicago,
Illinois
|
$475K
|
+$287K
|
+617
|
+199%
|
|
|
867
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$470K
|
+$149K
|
+319
|
+53%
|
|
|
868
|
Lionshead Wealth Management
New York
|
$469K
|
+$7.92K
|
+17
|
+2%
|
|
|
869
|
Argent Trust Co
Nashville,
Tennessee
|
$464K
|
+$23.3K
|
+50
|
+6%
|
|
|
870
|
Belpointe Asset Management
Reno,
Nevada
|
$462K
|
+$3.73K
|
+8
|
+0.9%
|
|
|
871
|
|
$461K
|
+$326K
|
+700
|
+350%
|
|
|
872
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$460K
|
–
|
–
|
–
|
|
|
873
|
Catalyst Capital Advisors
Huntington,
New York
|
$459K
|
-$38.7K
|
-83
|
-8%
|
|
|
874
|
Level Four Advisory Services
Dallas,
Texas
|
$459K
|
-$2.33K
|
-5
|
-0.6%
|
|
|
875
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$457K
|
+$52.2K
|
+112
|
+15%
|
|
