2551
Adelphi Trust
Saint Petersburg,
Florida
$151M
+$27.8M
+23%
14.4%
–
125
24.8%
2552
Paladin Advisory Group
Clive,
Iowa
$151M
+$19.1M
+15%
17.9%
71.9%
245
2.45%
2553
Slocum, Gordon & Co
Newport,
Rhode Island
$151M
+$3.57M
+2%
3.15%
55.2%
75
21.33%
2554
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
$151M
+$31.9M
+27%
22.9%
–
183
16.39%
2555
Richard Young Associates
Augusta,
Georgia
$150M
+$18.8M
+14%
13.2%
–
31
25.81%
2556
Leibman Financial Services
Louisville,
Nebraska
$150M
+$14.2M
+10%
10.7%
–
53
20.75%
2557
Spartan Planning & Wealth Management
Greensboro,
North Carolina
$150M
+$15.1M
+11%
19.5%
–
88
36.36%
2558
Nicholson Meyer Capital Management
Kansas City,
Missouri
$150M
+$19.8M
+15%
15.4%
–
46
8.7%
2559
Phillip James Consulting
Plymouth,
Minnesota
$150M
+$17.8M
+13%
11.3%
–
476
52.52%
2560
Platt Investment Counsel
Lake Mary,
Florida
$149M
+$19.4M
+15%
14.7%
58.9%
14
7.14%
2561
Hoertkorn Richard Charles
$149M
+$27.3M
+22%
53%
172%
78
12.82%
2562
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
$149M
+$12.8M
+9%
13.8%
72.1%
117
3.42%
2563
J2 Capital Management
Troy,
Michigan
$149M
+$2.89M
+2%
5.92%
–
141
30.5%
2564
Camelot Technology Advisors
San Francisco,
California
$149M
+$10.8M
+8%
10.9%
–
62
6.45%
2565
Sage Investment Advisers
Wappingers Falls,
New York
$149M
+$13.6M
+10%
7.89%
–
100
13%
2566
Fiduciary Advisors Inc
St. Louis,
Missouri
$149M
+$15.5M
+12%
10.2%
–
157
24.2%
2567
Stewardship Concepts Financial Services
Spokane,
Washington
$149M
+$21M
+16%
9.68%
–
72
16.67%
2568
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
$149M
+$8.64M
+6%
9.11%
187%
23
52.17%
2569
Whipplewood Advisors
Littleton,
Colorado
$149M
-$44.1M
-23%
7.96%
–
1,070
41.03%
2570
Accordant Advisory Group
Annapolis,
Maryland
$148M
-$13.1M
-8%
10.6%
–
252
9.52%
2571
Vertex Investment Solutions
Chiyoda-Ku,
$148M
+$61.7M
+71%
3.73%
–
29
24.14%
2572
Peapod Lane Capital
Bedford Hills,
New York
$148M
+$26.3M
+22%
27.7%
–
69
21.74%
2573
Piscataqua Savings Bank
Portsmouth,
New Hampshire
$148M
+$5.82M
+4%
16.4%
85.5%
431
7.89%
2574
Partnership Wealth Management
Towson,
Maryland
$148M
+$16.8M
+13%
15.6%
–
68
4.41%
2575
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
$148M
+$12.5M
+9%
20.5%
–
238
25.21%