|
251
|
Quest Investment Management
Lake Oswego,
Oregon
|
$7.32M
|
+$7.27M
|
+120,636
|
New
|
|
|
252
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.27M
|
-$4M
|
-66,337
|
-36%
|
|
|
253
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.25M
|
-$335K
|
-5,562
|
-4%
|
|
|
254
|
TI-Trust
Quincy,
Illinois
|
$7.13M
|
+$396K
|
+6,567
|
+6%
|
|
|
255
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$7.1M
|
+$7.06M
|
+117,105
|
New
|
|
|
256
|
Perigon Wealth Management
San Francisco,
California
|
$7.08M
|
+$387K
|
+6,422
|
+6%
|
|
|
257
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$7.03M
|
+$121K
|
+2,007
|
+2%
|
|
|
258
|
Lodestar Private Asset Management
Alamo,
California
|
$6.9M
|
+$22.2K
|
+368
|
+0.3%
|
|
|
259
|
Idaho Trust Bank
Boise,
Idaho
|
$6.81M
|
+$140K
|
+2,321
|
+2%
|
|
|
260
|
Balentine LLC
Atlanta,
Georgia
|
$6.8M
|
-$603
|
-10
|
-0%
|
|
|
261
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$6.77M
|
-$243K
|
-4,030
|
-3%
|
|
|
262
|
PDS Planning
Dublin,
Ohio
|
$6.76M
|
-$327K
|
-5,429
|
-5%
|
|
|
263
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.75M
|
+$1.36M
|
+22,605
|
+25%
|
|
|
264
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$6.66M
|
-$8.56K
|
-142
|
-0.1%
|
|
|
265
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.61M
|
+$103K
|
+1,717
|
+2%
|
|
|
266
|
Hall Capital Management
Barrington,
Rhode Island
|
$6.59M
|
+$721K
|
+11,968
|
+12%
|
|
|
267
|
Hughes Financial Services
Herndon,
Virginia
|
$6.55M
|
-$86K
|
-1,428
|
-1%
|
|
|
268
|
Commerce Bank
Kansas City,
Missouri
|
$6.53M
|
+$371K
|
+6,165
|
+6%
|
|
|
269
|
WBH Advisory
Baltimore,
Maryland
|
$6.45M
|
+$208K
|
+3,446
|
+3%
|
|
|
270
|
Cary Street Partners
Richmond,
Virginia
|
$6.44M
|
-$1.09M
|
-18,147
|
-15%
|
|
|
271
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$6.41M
|
+$3.11M
|
+51,661
|
+96%
|
|
|
272
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.32M
|
+$350K
|
+5,811
|
+6%
|
|
|
273
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.26M
|
-$161K
|
-2,678
|
-3%
|
|
|
274
|
Adams Wealth Management
Logan,
Utah
|
$6.24M
|
+$6.2M
|
+102,899
|
New
|
|
|
275
|
CacheTech Inc
Logan,
Utah
|
$6.24M
|
+$6.2M
|
+102,899
|
New
|
|
