|
126
|
Quest Investment Management
Lake Oswego,
Oregon
|
$569K
|
+$96K
|
+1,578
|
+20%
|
|
|
127
|
Empirical Wealth Management
Seattle,
Washington
|
$565K
|
+$19.8K
|
+326
|
+4%
|
|
|
128
|
New Century Advisors
Chevy Chase,
Maryland
|
$545K
|
+$548K
|
+9,000
|
New
|
|
|
129
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$544K
|
+$264K
|
+4,337
|
+94%
|
|
|
130
|
CreativeOne Wealth
Overland Park,
Kansas
|
$518K
|
+$520K
|
+8,544
|
New
|
|
|
131
|
Koshinski Asset Management
Decatur,
Illinois
|
$507K
|
+$470K
|
+7,719
|
+1,186%
|
|
|
132
|
Apella Capital
West Hartford,
Connecticut
|
$494K
|
+$496K
|
+8,153
|
New
|
|
|
133
|
Strategic Blueprint
Atlanta,
Georgia
|
$487K
|
+$488K
|
+8,025
|
New
|
|
|
134
|
Portfolio Solutions
Royal Oak,
Michigan
|
$486K
|
+$188K
|
+3,083
|
+63%
|
|
|
135
|
Campion Asset Management
Falls Church,
Virginia
|
$473K
|
+$40.5K
|
+665
|
+9%
|
|
|
136
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$473K
|
+$474K
|
+7,798
|
New
|
|
|
137
|
SJS Investment Consulting
Sylvania,
Ohio
|
$463K
|
+$465K
|
+7,641
|
New
|
|
|
138
|
Curi Wealth Management
Raleigh,
North Carolina
|
$463K
|
+$874K
|
+14,369
|
New
|
|
|
139
|
TrinityPoint Wealth
Milford,
Connecticut
|
$453K
|
+$224K
|
+3,678
|
+97%
|
|
|
140
|
Garde Capital
Seattle,
Washington
|
$440K
|
+$442K
|
+7,258
|
New
|
|
|
141
|
Regal Investment Advisors
Kentwood,
Michigan
|
$424K
|
+$41.1K
|
+676
|
+11%
|
|
|
142
|
TFO Wealth Partners
Maumee,
Ohio
|
$408K
|
–
|
–
|
–
|
|
|
143
|
|
$403K
|
–
|
–
|
–
|
|
|
144
|
Truepoint Inc
Cincinnati,
Ohio
|
$402K
|
–
|
–
|
–
|
|
|
145
|
9258 Wealth Management
Blue Ash,
Ohio
|
$401K
|
+$403K
|
+6,619
|
New
|
|
|
146
|
Intrust Bank
Wichita,
Kansas
|
$392K
|
-$183
|
-3
|
-0%
|
|
|
147
|
SVB Wealth
Boston,
Massachusetts
|
$379K
|
-$382K
|
-6,278
|
-50%
|
|
|
148
|
Advisory Services Network
Atlanta,
Georgia
|
$373K
|
+$374K
|
+6,142
|
New
|
|
|
149
|
Belpointe Asset Management
Reno,
Nevada
|
$371K
|
+$164K
|
+2,695
|
+79%
|
|
|
150
|
Bogart Wealth LLC
Mclean,
Virginia
|
$367K
|
-$8.58K
|
-141
|
-2%
|
|
