|
1201
|
HighTower Trust
Houston,
Texas
|
$580K
|
+$639K
|
+13,220
|
New
|
|
|
1202
|
Sepio Capital
Salt Lake City,
Utah
|
$579K
|
–
|
–
|
–
|
|
|
1203
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$579K
|
+$2.9K
|
+60
|
+0.5%
|
|
|
1204
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$575K
|
-$31.7K
|
-655
|
-5%
|
|
|
1205
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$575K
|
-$21.3K
|
-440
|
-3%
|
|
|
1206
|
Northeast Financial Consultants
Westport,
Connecticut
|
$575K
|
+$242
|
+5
|
+0%
|
|
|
1207
|
Willow Creek Wealth Management
Sebastopol,
California
|
$573K
|
+$725
|
+15
|
+0.1%
|
|
|
1208
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$572K
|
-$23.2K
|
-480
|
-4%
|
|
|
1209
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$572K
|
–
|
–
|
–
|
|
|
1210
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$572K
|
+$631K
|
+13,045
|
New
|
|
|
1211
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$571K
|
+$242
|
+5
|
+0%
|
|
|
1212
|
Calamos Wealth Management
Naperville,
Illinois
|
$569K
|
-$122K
|
-2,520
|
-16%
|
|
|
1213
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$569K
|
+$50.8K
|
+1,050
|
+9%
|
|
|
1214
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$567K
|
-$209K
|
-4,325
|
-25%
|
|
|
1215
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$563K
|
+$13.8K
|
+285
|
+2%
|
|
|
1216
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$561K
|
+$588K
|
+12,170
|
New
|
|
|
1217
|
Capital Group Private Client Services
Los Angeles,
California
|
$559K
|
–
|
–
|
–
|
|
|
1218
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$558K
|
+$253K
|
+5,235
|
+70%
|
|
|
1219
|
Baystate Wealth Management
Boston,
Massachusetts
|
$556K
|
-$231K
|
-4,785
|
-27%
|
|
|
1220
|
Victory Capital Management
San Antonio,
Texas
|
$554K
|
-$909K
|
-18,795
|
-60%
|
|
|
1221
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$554K
|
-$13.5K
|
-280
|
-2%
|
|
|
1222
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$551K
|
-$4.83K
|
-100
|
-0.8%
|
|
|
1223
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$551K
|
+$4.83K
|
+100
|
+0.8%
|
|
|
1224
|
SeaCrest Wealth Management
Purchase,
New York
|
$550K
|
-$2.18K
|
-45
|
-0.4%
|
|
|
1225
|
Somerset Trust
Somerset,
Pennsylvania
|
$550K
|
–
|
–
|
–
|
|
