2151
James Reed Financial Services
Cleveland,
Ohio
$131M
+$15.5M
+13%
14%
–
19
10.53%
2152
Ramiah Investment Group
Brookfield,
Wisconsin
$131M
+$116M
+775%
20.5%
46.3%
93
77.42%
2153
Fulcrum Wealth Advisors
Bellevue,
Washington
$131M
+$10.1M
+8%
11.3%
–
91
31.87%
2154
4Wealth Advisors
Burr Ridge,
Illinois
$130M
+$13.2M
+11%
8.36%
–
157
13.38%
2155
BankChampaign National Association
Champaign,
Illinois
$130M
+$29.4M
+29%
34.6%
–
225
29.33%
2156
R.H. Dinel Investment Counsel
Los Angeles,
California
$130M
+$6.59M
+5%
4.52%
34.1%
41
4.88%
2157
Lynch Investment Planning
Newtown Square,
Pennsylvania
$130M
+$18.9M
+17%
10.8%
–
58
10.34%
2158
APS Management Group
Torrance,
California
$130M
+$13.3M
+11%
10.3%
–
82
18.29%
2159
CPR Investments
Rochester,
Michigan
$130M
-$20M
-13%
19.9%
79.3%
72
52.78%
2160
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
$130M
+$14.6M
+13%
19.1%
–
54
7.41%
2161
Cypress Advisory Group
Scottsdale,
Arizona
$129M
-$2.06M
-2%
2.88%
–
83
12.05%
2162
CenturyLink Investment Management
Denver,
Colorado
$129M
-$45.9M
-26%
3.15%
–
3
0%
2163
CrossGen Wealth
Greenville,
North Carolina
$129M
+$14.9M
+13%
10.7%
–
223
14.35%
2164
Koenig Investment Advisory
Ashland,
Oregon
$129M
+$11M
+9%
6.88%
–
38
7.89%
2165
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
$129M
+$14.6M
+13%
13.6%
–
833
15.49%
2166
William Howard & Co Financial Advisors
Memphis,
Tennessee
$129M
+$12.8M
+11%
12.5%
–
55
3.64%
2167
Journey Retirement Planning & Investment Management
Ammon,
Idaho
$128M
+$14.8M
+13%
12.7%
–
160
20.63%
2168
MILFAM LLC
Stuart,
Florida
$128M
+$25.9M
+25%
4.33%
–
13
46.15%
2169
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
$128M
+$13.8M
+12%
11.7%
–
51
5.88%
2170
C2C Wealth Management
Scottsdale,
Arizona
$128M
+$9.41M
+8%
12.2%
63.2%
99
11.11%
2171
Alta Partners Management Company
Jackson,
Wyoming
$127M
-$23.7M
-16%
15.4%
–
2
0%
2172
Roger Wittlin Investment Advisory
San Francisco,
California
$127M
+$5M
+4%
12.1%
54.1%
45
17.78%
2173
Alliance Wealth Strategies
Lynchburg,
Virginia
$127M
+$16M
+14%
13.5%
–
65
3.08%
2174
Canaan Partners XI
Menlo Park,
California
$127M
+$51.2M
+67%
92.9%
1,312%
3
0%
2175
Smith Asset Management
Chiefland,
Florida
$127M
+$10.6M
+9%
8.37%
–
75
12%