|
251
|
Evercore Wealth Management
New York
|
$2.77M
|
+$83.5K
|
+1,615
|
+3%
|
|
|
252
|
Clarius Group LLC
Seattle,
Washington
|
$2.76M
|
+$15.4K
|
+298
|
+0.6%
|
|
|
253
|
Asset Dedication LLC
San Francisco,
California
|
$2.74M
|
–
|
–
|
–
|
|
|
254
|
Coe Capital Management
Highland Park,
Illinois
|
$2.71M
|
-$36.7K
|
-710
|
-1%
|
|
|
255
|
Davenport & Co
Richmond,
Virginia
|
$2.71M
|
+$445K
|
+8,611
|
+20%
|
|
|
256
|
GFS Advisors
Houston,
Texas
|
$2.68M
|
-$302K
|
-5,844
|
-10%
|
|
|
257
|
Belpointe Asset Management
Reno,
Nevada
|
$2.66M
|
+$2.61M
|
+50,423
|
New
|
|
|
258
|
S&CO Inc
Boston,
Massachusetts
|
$2.65M
|
+$2.64K
|
+51
|
+0.1%
|
|
|
259
|
Shoker Investment Counsel
Oxford,
Ohio
|
$2.64M
|
-$93.2K
|
-1,802
|
-3%
|
|
|
260
|
Spinnaker Trust
Portland,
Maine
|
$2.63M
|
-$55.1K
|
-1,065
|
-2%
|
|
|
261
|
Corda Investment Management
Houston,
Texas
|
$2.63M
|
+$1.15M
|
+22,138
|
+80%
|
|
|
262
|
TIAA FSB
Jacksonville,
Florida
|
$2.61M
|
+$417K
|
+8,052
|
+19%
|
|
|
263
|
TD Capital Management
Memphis,
Tennessee
|
$2.58M
|
+$4.29K
|
+83
|
+0.2%
|
|
|
264
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.54M
|
+$64.1K
|
+1,239
|
+3%
|
|
|
265
|
Elkfork Partners
Portland,
Oregon
|
$2.53M
|
–
|
–
|
–
|
|
|
266
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.51M
|
+$2.47M
|
+47,685
|
New
|
|
|
267
|
Circle Wealth Management
Summit,
New Jersey
|
$2.47M
|
+$150K
|
+2,896
|
+7%
|
|
|
268
|
|
$2.44M
|
+$2.4M
|
+46,340
|
New
|
|
|
269
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.37M
|
–
|
–
|
–
|
|
|
270
|
Bernzott Capital Advisors
Camarillo,
California
|
$2.36M
|
-$647K
|
-12,506
|
-22%
|
|
|
271
|
KeyBank National Association
Cleveland,
Ohio
|
$2.36M
|
+$1.02M
|
+19,798
|
+79%
|
|
|
272
|
Threshold Group
Seattle,
Washington
|
$2.34M
|
+$8.02K
|
+155
|
+0.4%
|
|
|
273
|
Klingman & Associates
New York
|
$2.33M
|
+$189K
|
+3,649
|
+9%
|
|
|
274
|
Providence First Trust
Scottsdale,
Arizona
|
$2.32M
|
–
|
–
|
–
|
|
|
275
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.28M
|
+$1.38M
|
+26,660
|
+160%
|
|
