|
226
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$440K
|
–
|
–
|
–
|
|
|
227
|
Pathstone Holdings
Englewood,
New Jersey
|
$428K
|
–
|
–
|
–
|
|
|
228
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$428K
|
+$37.4K
|
+275
|
+10%
|
|
|
229
|
SkyOak Wealth
Southfield,
Michigan
|
$427K
|
–
|
–
|
–
|
|
|
230
|
Atala Financial
Calabasas,
California
|
$426K
|
–
|
–
|
–
|
|
|
231
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$417K
|
-$44.5K
|
-327
|
-10%
|
|
|
232
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$417K
|
+$416K
|
+3,056
|
New
|
|
|
233
|
Cresset Asset Management
Chicago,
Illinois
|
$414K
|
+$92.9K
|
+683
|
+29%
|
|
|
234
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$406K
|
-$5.31K
|
-39
|
-1%
|
|
|
235
|
Ascent Group
Virginia Beach,
Virginia
|
$394K
|
+$392K
|
+2,882
|
New
|
|
|
236
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$388K
|
–
|
–
|
–
|
|
|
237
|
Waddell & Associates
Memphis,
Tennessee
|
$386K
|
–
|
–
|
–
|
|
|
238
|
Rockland Trust
Hanover,
Massachusetts
|
$385K
|
–
|
–
|
–
|
|
|
239
|
HB Wealth Management
Atlanta,
Georgia
|
$384K
|
–
|
–
|
–
|
|
|
240
|
|
$381K
|
+$380K
|
+2,792
|
New
|
|
|
241
|
Symphony Financial
Houston,
Texas
|
$380K
|
+$16.9K
|
+124
|
+5%
|
|
|
242
|
Ignite Planners
San Clemente,
California
|
$376K
|
+$374K
|
+2,751
|
New
|
|
|
243
|
Kera Capital Partners
San Jose,
California
|
$375K
|
+$374K
|
+2,747
|
New
|
|
|
244
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$373K
|
–
|
–
|
–
|
|
|
245
|
RASP Wealth Solutions
Fishers,
Indiana
|
$372K
|
+$370K
|
+2,720
|
New
|
|
|
246
|
Diversify Wealth Management
Sandy,
Utah
|
$368K
|
+$47.5K
|
+349
|
+15%
|
|
|
247
|
Diversify Advisory Services
Sandy,
Utah
|
$368K
|
+$364K
|
+2,676
|
New
|
|
|
248
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$362K
|
–
|
–
|
–
|
|
|
249
|
Huntington National Bank
Columbus,
Ohio
|
$359K
|
–
|
–
|
–
|
|
|
250
|
Polen Capital Management
Boca Raton,
Florida
|
$357K
|
+$356K
|
+2,616
|
New
|
|
