|
201
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$11.5M
|
+$856K
|
+21,408
|
+8%
|
|
|
202
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.4M
|
+$3.04M
|
+75,877
|
+38%
|
|
|
203
|
Farther Finance Advisors
San Francisco,
California
|
$11.4M
|
+$2.44M
|
+60,975
|
+27%
|
|
|
204
|
EntreWealth
Austin,
Texas
|
$11.3M
|
-$575K
|
-14,371
|
-5%
|
|
|
205
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$11.3M
|
+$455K
|
+11,371
|
+4%
|
|
|
206
|
Trailhead Planners
Edina,
Minnesota
|
$11.2M
|
+$53.1K
|
+1,327
|
+0.5%
|
|
|
207
|
Fort Henry Capital
Wheeling,
West Virginia
|
$11.2M
|
-$216K
|
-5,392
|
-2%
|
|
|
208
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$11.1M
|
-$20.1K
|
-503
|
-0.2%
|
|
|
209
|
Two West Capital Advisors
Overland Park,
Kansas
|
$11.1M
|
+$15.8K
|
+394
|
+0.1%
|
|
|
210
|
Ancora Advisors
Cleveland,
Ohio
|
$11M
|
+$4.58M
|
+114,546
|
+68%
|
|
|
211
|
Argo Wealth Advisory
Mclean,
Virginia
|
$11M
|
+$257K
|
+6,435
|
+2%
|
|
|
212
|
Coyle Financial Counsel
Glenview,
Illinois
|
$10.9M
|
+$1.45M
|
+36,358
|
+15%
|
|
|
213
|
B&D White Capital Company
Lakeway,
Texas
|
$10.8M
|
-$135K
|
-3,378
|
-1%
|
|
|
214
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$10.8M
|
+$1.91M
|
+47,746
|
+21%
|
|
|
215
|
Northwest Wealth Management
Spencer,
Iowa
|
$10.6M
|
+$270K
|
+6,757
|
+3%
|
|
|
216
|
Great Diamond Partners
Portland,
Maine
|
$10.4M
|
+$10.7M
|
+267,142
|
New
|
|
|
217
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$10.3M
|
+$162K
|
+4,047
|
+2%
|
|
|
218
|
Hutchinson Capital Management
San Rafael,
California
|
$10.3M
|
+$662K
|
+16,558
|
+7%
|
|
|
219
|
Shira Ridge Wealth Management
Larkspur,
California
|
$10.3M
|
-$452K
|
-11,292
|
-4%
|
|
|
220
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$9.89M
|
+$55K
|
+1,375
|
+0.5%
|
|
|
221
|
Brown Advisory
Baltimore,
Maryland
|
$9.83M
|
+$3.22M
|
+80,495
|
+47%
|
|
|
222
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$9.29M
|
-$652K
|
-16,287
|
-6%
|
|
|
223
|
Helen Stephens Group
Fort Worth,
Texas
|
$9.23M
|
+$466K
|
+11,646
|
+5%
|
|
|
224
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$9.22M
|
+$9.46M
|
+236,579
|
New
|
|
|
225
|
Lionshead Wealth Management
New York
|
$9.16M
|
+$77.6K
|
+1,939
|
+0.8%
|
|
