|
526
|
Peak Asset Management
Louisville,
Colorado
|
$329K
|
–
|
–
|
–
|
|
|
527
|
Mission Wealth Management
Santa Barbara,
California
|
$327K
|
–
|
–
|
–
|
|
|
528
|
HeadInvest LLC
Portland,
Maine
|
$326K
|
–
|
–
|
–
|
|
|
529
|
Alerus Financial
Grand Forks,
North Dakota
|
$325K
|
+$128K
|
+1,888
|
+57%
|
|
|
530
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$324K
|
+$350K
|
+5,182
|
New
|
|
|
531
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$322K
|
–
|
–
|
–
|
|
|
532
|
Clarius Group LLC
Seattle,
Washington
|
$320K
|
-$4.86K
|
-72
|
-1%
|
|
|
533
|
Neuberger Berman Group
New York
|
$316K
|
-$231K
|
-3,419
|
-33%
|
|
|
534
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$313K
|
-$49.5K
|
-732
|
-13%
|
|
|
535
|
Parallel Advisors
San Francisco,
California
|
$313K
|
+$3.58K
|
+53
|
+1%
|
|
|
536
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$310K
|
+$18.5K
|
+274
|
+6%
|
|
|
537
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$308K
|
–
|
–
|
–
|
|
|
538
|
AssetMark Inc
Concord,
California
|
$308K
|
+$47.3K
|
+700
|
+17%
|
|
|
539
|
Abbrea Capital
Greenbrae,
California
|
$307K
|
–
|
–
|
–
|
|
|
540
|
Mirabella Financial Services
London,
United Kingdom
|
$305K
|
+$34.5K
|
+511
|
+12%
|
|
|
541
|
Leavell Investment Management
Mobile,
Alabama
|
$304K
|
-$20.1K
|
-298
|
-6%
|
|
|
542
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$303K
|
-$177K
|
-2,624
|
-35%
|
|
|
543
|
Csenge Advisory Group
Clearwater,
Florida
|
$303K
|
+$405
|
+6
|
+0.1%
|
|
|
544
|
RWA Wealth Partners
Newton,
Massachusetts
|
$302K
|
–
|
–
|
–
|
|
|
545
|
CWA Asset Management Group
Naples,
Florida
|
$302K
|
+$24.6K
|
+364
|
+8%
|
|
|
546
|
Calamos Wealth Management
Naperville,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
547
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$299K
|
-$24.9K
|
-368
|
-7%
|
|
|
548
|
Zacks Investment Management
Chicago,
Illinois
|
$298K
|
+$540
|
+8
|
+0.2%
|
|
|
549
|
Ingalls & Snyder LLC
New York
|
$297K
|
-$45.1K
|
-668
|
-12%
|
|
|
550
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$296K
|
+$320K
|
+4,730
|
New
|
|
