|
401
|
Gofen & Glossberg
Chicago,
Illinois
|
$205K
|
–
|
–
|
–
|
|
|
402
|
Circle Wealth Management
Summit,
New Jersey
|
$203K
|
-$3.81M
|
-73,971
|
-95%
|
|
|
403
|
Stockman Wealth Management
Billings,
Montana
|
$203K
|
+$215K
|
+4,165
|
New
|
|
|
404
|
Ruggie Capital Group
Tavares,
Florida
|
$203K
|
+$215K
|
+4,168
|
New
|
|
|
405
|
Wealth Architects
Mountain View,
California
|
$202K
|
–
|
–
|
–
|
|
|
406
|
First United Bank & Trust
Oakland,
Maryland
|
$201K
|
-$436K
|
-8,455
|
-67%
|
|
|
407
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$184K
|
+$195K
|
+3,781
|
New
|
|
|
408
|
Geneos Wealth Management
Englewood,
Colorado
|
$177K
|
-$80.7K
|
-1,566
|
-30%
|
|
|
409
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$162K
|
–
|
–
|
–
|
|
|
410
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$132K
|
–
|
–
|
–
|
|
|
411
|
Salomon & Ludwin
Richmond,
Virginia
|
$129K
|
+$137K
|
+2,652
|
New
|
|
|
412
|
Barnett & Company
Chattanooga,
Tennessee
|
$121K
|
-$325K
|
-6,300
|
-72%
|
|
|
413
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$120K
|
-$773K
|
-15,000
|
-86%
|
|
|
414
|
Global Retirement Partners
San Rafael,
California
|
$119K
|
+$41.9K
|
+813
|
+50%
|
|
|
415
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
416
|
Squar Milner Financial Services
Irvine,
California
|
$108K
|
-$25.6K
|
-497
|
-18%
|
|
|
417
|
Close Asset Management
London,
United Kingdom
|
$106K
|
-$74.2K
|
-1,440
|
-69%
|
|
|
418
|
Essex Savings Bank
Essex,
Connecticut
|
$103K
|
+$109K
|
+2,120
|
New
|
|
|
419
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$101K
|
–
|
–
|
–
|
|
|
420
|
Winch Advisory Services
Appleton,
Wisconsin
|
$99K
|
-$139K
|
-2,699
|
-57%
|
|
|
421
|
SeaCrest Wealth Management
Purchase,
New York
|
$98K
|
-$267K
|
-5,190
|
-72%
|
|
|
422
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$95K
|
–
|
–
|
–
|
|
|
423
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$93K
|
-$19.3K
|
-375
|
-16%
|
|
|
424
|
YorkBridge Wealth Partners
New York
|
$92K
|
–
|
–
|
–
|
|
|
425
|
RBC Europe
London,
United Kingdom
|
$90.3K
|
+$4.12K
|
+80
|
+5%
|
|
