|
601
|
Soundmark Wealth Management
Kirkland,
Washington
|
$5.61M
|
-$1.3M
|
-29,211
|
-18%
|
|
|
602
|
First Interstate Bank
Billings,
Montana
|
$5.6M
|
+$6.1M
|
+137,301
|
New
|
|
|
603
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$5.58M
|
-$77.5K
|
-1,744
|
-1%
|
|
|
604
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.58M
|
+$148K
|
+3,319
|
+2%
|
|
|
605
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5.58M
|
+$65K
|
+1,462
|
+1%
|
|
|
606
|
Perigon Wealth Management
San Francisco,
California
|
$5.56M
|
+$1.83M
|
+41,098
|
+43%
|
|
|
607
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.52M
|
+$142K
|
+3,202
|
+2%
|
|
|
608
|
Resource Planning Group
Atlanta,
Georgia
|
$5.52M
|
-$285K
|
-6,404
|
-4%
|
|
|
609
|
NWAM LLC
Mercer Island,
Washington
|
$5.51M
|
+$672K
|
+15,114
|
+13%
|
|
|
610
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$5.49M
|
-$28.4K
|
-638
|
-0.5%
|
|
|
611
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.48M
|
-$840K
|
-18,887
|
-12%
|
|
|
612
|
Perella Weinberg Partners Capital Management
New York
|
$5.46M
|
–
|
–
|
–
|
|
|
613
|
CWA Asset Management Group
Naples,
Florida
|
$5.45M
|
+$23K
|
+518
|
+0.4%
|
|
|
614
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.43M
|
-$26.2K
|
-589
|
-0.4%
|
|
|
615
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$5.43M
|
+$455K
|
+10,230
|
+8%
|
|
|
616
|
Operose Advisors
Milwaukee,
Wisconsin
|
$5.43M
|
+$727K
|
+16,347
|
+14%
|
|
|
617
|
Financial Life Advisors
San Antonio,
Texas
|
$5.41M
|
-$434K
|
-9,769
|
-7%
|
|
|
618
|
Rex Capital Advisors
Providence,
Rhode Island
|
$5.41M
|
+$161K
|
+3,617
|
+3%
|
|
|
619
|
Castle Wealth Management
West Palm Beach,
Florida
|
$5.38M
|
+$5.86M
|
+131,777
|
New
|
|
|
620
|
Resolute Advisors
San Francisco,
California
|
$5.32M
|
-$3.72M
|
-83,729
|
-39%
|
|
|
621
|
Flower City Capital
Pittsford,
New York
|
$5.32M
|
+$1.94M
|
+43,663
|
+50%
|
|
|
622
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.31M
|
+$283K
|
+6,362
|
+5%
|
|
|
623
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.3M
|
-$396K
|
-8,902
|
-6%
|
|
|
624
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$5.28M
|
+$248K
|
+5,570
|
+4%
|
|
|
625
|
Zuckerman Investment Group
Chicago,
Illinois
|
$5.26M
|
-$228K
|
-5,130
|
-4%
|
|
