|
4276
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$302M
|
+$26.5M
|
+10%
|
8.96%
|
50.4%
|
77
|
9.09%
|
|
|
4277
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$302M
|
+$29.2M
|
+11%
|
13.2%
|
87.7%
|
26
|
0%
|
|
|
4278
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$302M
|
+$9.35M
|
+3%
|
6%
|
158%
|
204
|
7.35%
|
|
|
4279
|
East Coast Asset Management
Essex,
Massachusetts
|
$301M
|
+$26.1M
|
+10%
|
14.5%
|
142%
|
73
|
4.11%
|
|
|
4280
|
NIA Impact Advisors
Berkeley,
California
|
$301M
|
+$22.9M
|
+8%
|
9.82%
|
–
|
110
|
7.27%
|
|
|
4281
|
Defender Capital
Charlotte,
North Carolina
|
$301M
|
+$8.46M
|
+3%
|
9.98%
|
83.5%
|
38
|
15.79%
|
|
|
4282
|
Abound Wealth Management
Franklin,
Tennessee
|
$301M
|
+$29.9M
|
+11%
|
7.3%
|
58.6%
|
1,363
|
19.15%
|
|
|
4283
|
Financial Advisory Partners
Winter Park,
Florida
|
$301M
|
+$33.7M
|
+13%
|
7.27%
|
46.7%
|
71
|
11.27%
|
|
|
4284
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$301M
|
+$16.4M
|
+6%
|
7.1%
|
26.6%
|
120
|
5.83%
|
|
|
4285
|
ORG Wealth Partners
Dallas,
Texas
|
$301M
|
–
|
–
|
19.3%
|
–
|
479
|
–
|
|
|
4286
|
Bonness Enterprises
Washington,
District of Columbia
|
$301M
|
+$27.5M
|
+10%
|
13.5%
|
94.6%
|
37
|
0%
|
|
|
4287
|
Detalus Advisors
St. Louis,
Missouri
|
$301M
|
+$9.13M
|
+3%
|
6.61%
|
67.9%
|
163
|
12.88%
|
|
|
4288
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$301M
|
+$10.8M
|
+4%
|
4.46%
|
85.9%
|
26
|
30.77%
|
|
|
4289
|
Family Legacy Inc
Greenville,
South Carolina
|
$301M
|
+$21.5M
|
+8%
|
7.53%
|
69.1%
|
123
|
3.25%
|
|
|
4290
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$301M
|
+$29.9M
|
+11%
|
7.2%
|
69.5%
|
116
|
23.28%
|
|
|
4291
|
Legacy Capital Group California
Los Gatos,
California
|
$301M
|
+$23.3M
|
+8%
|
6.83%
|
129%
|
360
|
28.06%
|
|
|
4292
|
Neumann Capital Management
Foster City,
California
|
$301M
|
+$9.58M
|
+3%
|
6.84%
|
79.4%
|
103
|
6.8%
|
|
|
4293
|
Syntrinsic
Denver,
Colorado
|
$301M
|
-$590K
|
-0.2%
|
6.77%
|
–
|
86
|
18.6%
|
|
|
4294
|
Juniper Capital Advisors
Houston,
Texas
|
$301M
|
-$51.6M
|
-15%
|
14.7%
|
–
|
1
|
0%
|
|
|
4295
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$300M
|
+$22.1M
|
+8%
|
6.91%
|
36.6%
|
67
|
10.45%
|
|
|
4296
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$300M
|
+$18.3M
|
+6%
|
10.2%
|
262%
|
143
|
28.67%
|
|
|
4297
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$300M
|
+$15.2M
|
+5%
|
3.55%
|
17.9%
|
253
|
44.66%
|
|
|
4298
|
Dodds Wealth
Greenwood Village,
Colorado
|
$300M
|
+$43.8M
|
+17%
|
5.55%
|
–
|
59
|
5.08%
|
|
|
4299
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$300M
|
+$30M
|
+11%
|
5.94%
|
70.6%
|
105
|
19.05%
|
|
|
4300
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$300M
|
+$20.3M
|
+7%
|
7.7%
|
–
|
6
|
0%
|
|