|
2701
|
B&D White Capital Company
Lakeway,
Texas
|
$781M
|
+$124M
|
+19%
|
6.15%
|
38.1%
|
97
|
44.33%
|
|
|
2702
|
TFC Financial Management
Boston,
Massachusetts
|
$781M
|
+$50.5M
|
+7%
|
6.82%
|
60%
|
1,062
|
14.69%
|
|
|
2703
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$780M
|
+$52M
|
+7%
|
5.11%
|
44.1%
|
125
|
4.8%
|
|
|
2704
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$780M
|
+$42.9M
|
+6%
|
6.62%
|
67.1%
|
96
|
2.08%
|
|
|
2705
|
Coho Partners
Berwyn,
Pennsylvania
|
$779M
|
-$564M
|
-42%
|
4.24%
|
35.6%
|
34
|
5.88%
|
|
|
2706
|
Planning Alternatives
Birmingham,
Michigan
|
$779M
|
+$60.1M
|
+8%
|
7.33%
|
69.6%
|
89
|
11.24%
|
|
|
2707
|
|
$779M
|
+$38.7M
|
+5%
|
10.5%
|
19.7%
|
35
|
34.29%
|
|
|
2708
|
Gilbert & Cook
West Des Moines,
Iowa
|
$778M
|
+$38.3M
|
+5%
|
6.64%
|
63.2%
|
222
|
12.61%
|
|
|
2709
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$778M
|
+$32.2M
|
+4%
|
6.68%
|
54.6%
|
169
|
14.79%
|
|
|
2710
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$778M
|
+$72.2M
|
+10%
|
7.83%
|
80.6%
|
640
|
6.56%
|
|
|
2711
|
Dillon & Associates
Jackson,
Michigan
|
$778M
|
+$41.1M
|
+6%
|
8.24%
|
98.2%
|
78
|
3.85%
|
|
|
2712
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$777M
|
+$58.6M
|
+8%
|
8.04%
|
–
|
400
|
5.75%
|
|
|
2713
|
CVA Family Office
Denver,
Colorado
|
$777M
|
+$65.3M
|
+9%
|
7.3%
|
71.6%
|
1,354
|
9.68%
|
|
|
2714
|
American Financial Advisors
Marietta,
Georgia
|
$776M
|
+$60.3M
|
+8%
|
5.44%
|
52.7%
|
167
|
8.98%
|
|
|
2715
|
Lake Street Private Wealth
Chicago,
Illinois
|
$776M
|
+$73M
|
+10%
|
8.63%
|
92.5%
|
282
|
10.99%
|
|
|
2716
|
Adams Asset Advisors
Dallas,
Texas
|
$776M
|
+$64.9M
|
+9%
|
9.87%
|
63.2%
|
81
|
1.23%
|
|
|
2717
|
Triad Wealth Partners
Lawrence,
Kansas
|
$775M
|
+$280M
|
+57%
|
7.11%
|
–
|
385
|
29.87%
|
|
|
2718
|
Brookwood Investment Group
Phoenix,
Arizona
|
$775M
|
+$154M
|
+25%
|
9.78%
|
–
|
556
|
32.73%
|
|
|
2719
|
Resources Management Corp
West Hartford,
Connecticut
|
$774M
|
+$37.3M
|
+5%
|
9.14%
|
78.5%
|
431
|
6.5%
|
|
|
2720
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$774M
|
+$77.5M
|
+11%
|
7.45%
|
55.9%
|
445
|
7.19%
|
|
|
2721
|
EFG Asset Management
Portland,
Oregon
|
$773M
|
+$65.6M
|
+9%
|
14.6%
|
211%
|
182
|
19.23%
|
|
|
2722
|
Southernsun Asset Management
Memphis,
Tennessee
|
$772M
|
+$59.6M
|
+8%
|
12.2%
|
54.7%
|
31
|
0%
|
|
|
2723
|
Phocas Financial Corp
Alameda,
California
|
$771M
|
+$76M
|
+11%
|
11.2%
|
–
|
162
|
21.6%
|
|
|
2724
|
Leo Wealth LLC
Hurst,
Texas
|
$771M
|
-$515M
|
-40%
|
6.44%
|
–
|
404
|
33.91%
|
|
|
2725
|
Wallington Asset Management
Indianapolis,
Indiana
|
$771M
|
+$60.2M
|
+8%
|
8.37%
|
108%
|
73
|
5.48%
|
|