|
201
|
Forza Wealth Management
Sarasota,
Florida
|
$13M
|
+$296K
|
+7,187
|
+2%
|
|
|
202
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$13M
|
+$1.58M
|
+38,290
|
+14%
|
|
|
203
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$13M
|
+$803K
|
+19,520
|
+7%
|
|
|
204
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$12.9M
|
+$3.16M
|
+76,804
|
+32%
|
|
|
205
|
Tortoise Investment Management
White Plains,
New York
|
$12.8M
|
+$61.8K
|
+1,501
|
+0.5%
|
|
|
206
|
Claris Advisors
St. Louis,
Missouri
|
$12.8M
|
+$553K
|
+13,436
|
+5%
|
|
|
207
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$12.7M
|
+$10.4M
|
+252,722
|
+461%
|
|
|
208
|
GEM Asset Management
Plymouth,
Michigan
|
$12.7M
|
+$219K
|
+5,321
|
+2%
|
|
|
209
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$12.5M
|
-$2.02M
|
-49,000
|
-14%
|
|
|
210
|
Platform Wealth Management
Holladay,
Utah
|
$12.2M
|
+$12.1M
|
+295,064
|
New
|
|
|
211
|
Ancora Advisors
Cleveland,
Ohio
|
$12.1M
|
+$459K
|
+11,155
|
+4%
|
|
|
212
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$11.9M
|
+$166K
|
+4,029
|
+1%
|
|
|
213
|
Northwest Wealth Management
Spencer,
Iowa
|
$11.9M
|
+$658K
|
+15,979
|
+6%
|
|
|
214
|
Fort Henry Capital
Wheeling,
West Virginia
|
$11.9M
|
-$13.6K
|
-330
|
-0.1%
|
|
|
215
|
Argo Wealth Advisory
Mclean,
Virginia
|
$11.8M
|
+$131K
|
+3,193
|
+1%
|
|
|
216
|
Coyle Financial Counsel
Glenview,
Illinois
|
$11.7M
|
+$203K
|
+4,925
|
+2%
|
|
|
217
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.6M
|
+$269K
|
+6,536
|
+2%
|
|
|
218
|
Hutchinson Capital Management
San Rafael,
California
|
$11.6M
|
+$742K
|
+18,026
|
+7%
|
|
|
219
|
Brown Advisory
Baltimore,
Maryland
|
$11.4M
|
+$946K
|
+22,988
|
+9%
|
|
|
220
|
Vestor Capital
Chicago,
Illinois
|
$11.3M
|
+$1.44M
|
+34,894
|
+514%
|
|
|
221
|
Two West Capital Advisors
Overland Park,
Kansas
|
$11.3M
|
+$3.17K
|
+77
|
+0%
|
|
|
222
|
B&D White Capital Company
Lakeway,
Texas
|
$11.3M
|
-$124K
|
-3,022
|
-1%
|
|
|
223
|
Great Diamond Partners
Portland,
Maine
|
$11.2M
|
+$216K
|
+5,258
|
+2%
|
|
|
224
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.2M
|
+$707K
|
+17,186
|
+7%
|
|
|
225
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$10.9M
|
-$2.06K
|
-50
|
-0%
|
|
