|
2726
|
Total Wealth Planning
Cincinnati,
Ohio
|
$610M
|
+$27.7M
|
+5%
|
0.17%
|
37.2%
|
93
|
6.45%
|
|
|
2727
|
BSW Wealth Partners
Boulder,
Colorado
|
$609M
|
+$19.2M
|
+3%
|
2.53%
|
75.4%
|
308
|
5.84%
|
|
|
2728
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$609M
|
+$49.3M
|
+9%
|
2.53%
|
67.4%
|
280
|
8.57%
|
|
|
2729
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$609M
|
+$10.9M
|
+2%
|
2.32%
|
68.7%
|
374
|
9.36%
|
|
|
2730
|
Sanders Morris Harris
Houston,
Texas
|
$609M
|
+$64.3M
|
+12%
|
3.2%
|
83.1%
|
307
|
15.96%
|
|
|
2731
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$609M
|
+$4.22M
|
+0.7%
|
0.01%
|
47.4%
|
17
|
11.76%
|
|
|
2732
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$608M
|
+$21.2M
|
+4%
|
1.22%
|
60.3%
|
192
|
9.9%
|
|
|
2733
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$608M
|
-$39M
|
-6%
|
3.64%
|
122%
|
223
|
29.15%
|
|
|
2734
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$608M
|
+$14.7M
|
+2%
|
1.3%
|
31.4%
|
111
|
7.21%
|
|
|
2735
|
State of Wyoming
Cheyenne,
Wyoming
|
$607M
|
+$6.82M
|
+1%
|
1.85%
|
99.1%
|
1,928
|
31.95%
|
|
|
2736
|
Bornite Capital Management
New York
|
$607M
|
+$10.6M
|
+2%
|
0.05%
|
176%
|
59
|
71.19%
|
|
|
2737
|
Brio Consultants
San Francisco,
California
|
$606M
|
+$13.5M
|
+2%
|
1.2%
|
35.6%
|
99
|
8.08%
|
|
|
2738
|
Coppell Advisory Solutions
Coppell,
Texas
|
$606M
|
–
|
–
|
5.28%
|
–
|
1,798
|
–
|
|
|
2739
|
Iron Gate Global Advisors
Nsl,
Utah
|
$606M
|
+$43.9M
|
+8%
|
6.93%
|
110%
|
107
|
14.95%
|
|
|
2740
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$606M
|
+$21.4M
|
+4%
|
2.99%
|
82.3%
|
208
|
24.04%
|
|
|
2741
|
Toews Corporation
Northfield,
New Jersey
|
$606M
|
+$30.6M
|
+5%
|
0.13%
|
14.4%
|
19
|
21.05%
|
|
|
2742
|
Strid Group
Newtown Square,
Pennsylvania
|
$605M
|
+$48.4M
|
+9%
|
0.68%
|
50.4%
|
63
|
22.22%
|
|
|
2743
|
Blue Edge Capital
Richmond,
Virginia
|
$604M
|
+$6.38M
|
+1%
|
2.1%
|
53.5%
|
115
|
8.7%
|
|
|
2744
|
Disciplina Capital Management
Nashville,
Tennessee
|
$604M
|
+$10.9M
|
+2%
|
1%
|
23.9%
|
57
|
0%
|
|
|
2745
|
Abacus Wealth Partners
Santa Monica,
California
|
$603M
|
+$7.23M
|
+1%
|
0.72%
|
46%
|
93
|
15.05%
|
|
|
2746
|
ERn Financial LLC
Middleton,
Wisconsin
|
$603M
|
+$26.3M
|
+5%
|
1.8%
|
55.9%
|
183
|
8.74%
|
|
|
2747
|
HBW Advisory Services
Simi Valley,
California
|
$603M
|
+$67.9M
|
+13%
|
0.23%
|
62.1%
|
377
|
31.03%
|
|
|
2748
|
Technology Crossover Management XI
Menlo Park,
California
|
$602M
|
+$159M
|
+36%
|
9.91%
|
177%
|
3
|
33.33%
|
|
|
2749
|
Brandywine Trust
Hockessin,
Delaware
|
$602M
|
+$12.6M
|
+2%
|
1.38%
|
11.9%
|
32
|
6.25%
|
|
|
2750
|
New England Asset Management
Farmington,
Connecticut
|
$602M
|
-$43.4M
|
-7%
|
0.52%
|
48.5%
|
119
|
26.05%
|
|