|
226
|
ABLE Financial Group
Scottsdale,
Arizona
|
$17.5M
|
+$2.34M
|
+29,100
|
+16%
|
|
|
227
|
Clear Creek Financial Management
Silverdale,
Washington
|
$17.1M
|
+$13.7M
|
+170,309
|
+505%
|
|
|
228
|
Quest Investment Management
Lake Oswego,
Oregon
|
$16.8M
|
-$644K
|
-8,010
|
-4%
|
|
|
229
|
Taikang Asset Management (HK)
Hong Kong
|
$16.7M
|
+$379K
|
+4,715
|
+2%
|
|
|
230
|
De Burlo Group
Boston,
Massachusetts
|
$16.6M
|
+$15.9M
|
+198,200
|
New
|
|
|
231
|
Allen Investment Management
New York
|
$16.5M
|
-$749K
|
-9,305
|
-5%
|
|
|
232
|
Central Bank & Trust
Lexington,
Kentucky
|
$16.4M
|
-$47.3K
|
-588
|
-0.3%
|
|
|
233
|
Fort Point Capital Partners
San Francisco,
California
|
$16.4M
|
+$447K
|
+5,556
|
+3%
|
|
|
234
|
Inspire Trust Company
Reno,
Nevada
|
$16.2M
|
+$1.69M
|
+21,000
|
+12%
|
|
|
235
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$16.1M
|
+$129K
|
+1,599
|
+0.8%
|
|
|
236
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16.1M
|
+$182K
|
+2,256
|
+1%
|
|
|
237
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$16M
|
-$84.2K
|
-1,047
|
-0.5%
|
|
|
238
|
Atria Wealth Solutions
New York
|
$15.9M
|
-$397K
|
-4,939
|
-3%
|
|
|
239
|
Evercore Wealth Management
New York
|
$15.9M
|
-$1.04M
|
-12,901
|
-6%
|
|
|
240
|
Hantz Financial Services
Southfield,
Michigan
|
$15.9M
|
-$1.31M
|
-16,301
|
-8%
|
|
|
241
|
Wellington Management Group
Boston,
Massachusetts
|
$15.9M
|
+$15.4K
|
+192
|
+0.1%
|
|
|
242
|
Brown Brothers Harriman & Co
New York
|
$15.7M
|
+$1.77M
|
+22,019
|
+13%
|
|
|
243
|
Curi RMB Capital
Chicago,
Illinois
|
$15.6M
|
-$8.26M
|
-102,698
|
-35%
|
|
|
244
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$15.5M
|
-$551K
|
-6,844
|
-4%
|
|
|
245
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$15.4M
|
+$14.8M
|
+184,414
|
New
|
|
|
246
|
HB Wealth Management
Atlanta,
Georgia
|
$15.1M
|
+$260K
|
+3,226
|
+2%
|
|
|
247
|
EQ LLC
Bellevue,
Washington
|
$15.1M
|
+$701K
|
+8,709
|
+5%
|
|
|
248
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$14.9M
|
+$1.1M
|
+13,659
|
+8%
|
|
|
249
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$14.9M
|
+$548K
|
+6,816
|
+4%
|
|
|
250
|
EP Wealth Advisors
Torrance,
California
|
$14.8M
|
+$1.52M
|
+18,894
|
+12%
|
|
