|
2701
|
Deer Management Company
Larchmont,
New York
|
$630M
|
+$144M
|
+30%
|
|
|
12
|
|
|
|
2702
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$630M
|
+$32.5M
|
+5%
|
|
|
462
|
|
|
|
2703
|
Brio Consultants
San Francisco,
California
|
$629M
|
+$22M
|
+4%
|
|
|
107
|
|
|
|
2704
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$628M
|
+$14.1M
|
+2%
|
|
|
199
|
|
|
|
2705
|
Bison Wealth
Atlanta,
Georgia
|
$627M
|
+$12.9M
|
+2%
|
|
|
487
|
|
|
|
2706
|
First National Advisers
Omaha,
Nebraska
|
$627M
|
+$80M
|
+15%
|
|
|
221
|
|
|
|
2707
|
Madrone Advisors
Menlo Park,
California
|
$626M
|
+$56.7M
|
+10%
|
|
|
7
|
|
|
|
2708
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$626M
|
+$56.5M
|
+10%
|
|
|
181
|
|
|
|
2709
|
Canal Capital Management
Richmond,
Virginia
|
$626M
|
+$40.4M
|
+7%
|
|
|
159
|
|
|
|
2710
|
Formidable Asset Management
Cincinnati,
Ohio
|
$626M
|
+$7.93M
|
+1%
|
|
|
420
|
|
|
|
2711
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$626M
|
–
|
–
|
|
|
427
|
|
|
|
2712
|
BSW Wealth Partners
Boulder,
Colorado
|
$625M
|
+$16M
|
+3%
|
|
|
332
|
|
|
|
2713
|
Aprio Wealth Management
Atlanta,
Georgia
|
$625M
|
+$76.3M
|
+14%
|
|
|
300
|
|
|
|
2714
|
Root Financial Partners
Encinitas,
California
|
$625M
|
+$198M
|
+46%
|
|
|
157
|
|
|
|
2715
|
ORG Partners
Roanoke,
Indiana
|
$625M
|
-$179M
|
-22%
|
|
|
1,939
|
|
|
|
2716
|
Octagon Capital Advisors
New York
|
$625M
|
+$18.6M
|
+3%
|
|
|
50
|
|
|
|
2717
|
Disciplina Capital Management
Nashville,
Tennessee
|
$624M
|
+$20.7M
|
+3%
|
|
|
72
|
|
|
|
2718
|
Lake Street Private Wealth
Chicago,
Illinois
|
$624M
|
-$148M
|
-19%
|
|
|
330
|
|
|
|
2719
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$624M
|
+$55.6M
|
+10%
|
|
|
94
|
|
|
|
2720
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$622M
|
+$50.9M
|
+9%
|
|
|
754
|
|
|
|
2721
|
Evermay Wealth Management
Arlington,
Virginia
|
$622M
|
-$1.35M
|
-0.2%
|
|
|
641
|
|
|
|
2722
|
|
$621M
|
+$28M
|
+5%
|
|
|
99
|
|
|
|
2723
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$621M
|
+$48.5M
|
+8%
|
|
|
126
|
|
|
|
2724
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$621M
|
+$13M
|
+2%
|
|
|
110
|
|
|
|
2725
|
Gateway Advisory
Westfield,
New Jersey
|
$620M
|
+$31.4M
|
+5%
|
|
|
146
|
|
|