|
1301
|
Segment Wealth Management
Houston,
Texas
|
$562K
|
-$1.79M
|
-8,516
|
-73%
|
|
|
1302
|
Willow Creek Wealth Management
Sebastopol,
California
|
$562K
|
–
|
–
|
–
|
|
|
1303
|
Perigon Wealth Management
San Francisco,
California
|
$562K
|
+$77.1K
|
+366
|
+13%
|
|
|
1304
|
Gray Wealth Management
Bangor,
Maine
|
$561K
|
–
|
–
|
–
|
|
|
1305
|
Fortem Financial Group
Palm Desert,
California
|
$560K
|
-$122K
|
-579
|
-16%
|
|
|
1306
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$560K
|
-$2.32K
|
-11
|
-0.4%
|
|
|
1307
|
Capstone Investment Advisors
New York
|
$557K
|
-$1.77M
|
-8,422
|
-73%
|
|
|
1308
|
Wealth Effects
Boston,
Massachusetts
|
$555K
|
+$53.9K
|
+256
|
+9%
|
|
|
1309
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$554K
|
-$5.92M
|
-28,104
|
-90%
|
|
|
1310
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$554K
|
-$51.6K
|
-245
|
-7%
|
|
|
1311
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$554K
|
+$87.5K
|
+415
|
+15%
|
|
|
1312
|
Founders Financial Securities
Towson,
Maryland
|
$552K
|
+$83.5K
|
+396
|
+15%
|
|
|
1313
|
Norway Savings Bank
Portland,
Maine
|
$550K
|
+$163K
|
+773
|
+34%
|
|
|
1314
|
Clear Creek Financial Management
Silverdale,
Washington
|
$549K
|
+$52.1K
|
+247
|
+9%
|
|
|
1315
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$549K
|
+$80.1K
|
+380
|
+14%
|
|
|
1316
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$548K
|
+$120K
|
+570
|
+23%
|
|
|
1317
|
Abacus Planning Group
Columbia,
South Carolina
|
$546K
|
-$843
|
-4
|
-0.1%
|
|
|
1318
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$546K
|
+$50.8K
|
+241
|
+9%
|
|
|
1319
|
Diligent Investors
Redlands,
California
|
$542K
|
-$2.74K
|
-13
|
-0.4%
|
|
|
1320
|
GeoWealth Management
Chicago,
Illinois
|
$537K
|
-$17.3K
|
-82
|
-3%
|
|
|
1321
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$536K
|
–
|
–
|
–
|
|
|
1322
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$536K
|
+$23.2K
|
+110
|
+4%
|
|
|
1323
|
Chicago Trust
Grayslake,
Illinois
|
$536K
|
+$154K
|
+730
|
+32%
|
|
|
1324
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$534K
|
+$192K
|
+910
|
+44%
|
|
|
1325
|
CMG Global Holdings
Plano,
Texas
|
$531K
|
-$41.1K
|
-195
|
-6%
|
|
