|
226
|
CVA Family Office
Denver,
Colorado
|
$21.9M
|
+$3.22M
|
+42,605
|
+17%
|
|
|
227
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$21.8M
|
+$223K
|
+2,950
|
+1%
|
|
|
228
|
Acropolis Investment Management
St. Louis,
Missouri
|
$21.8M
|
-$504K
|
-6,678
|
-2%
|
|
|
229
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$21.5M
|
+$194K
|
+2,574
|
+0.9%
|
|
|
230
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$21.3M
|
+$66K
|
+874
|
+0.3%
|
|
|
231
|
MTC Wealth Management
Tampa,
Florida
|
$21.2M
|
+$1.1M
|
+14,584
|
+5%
|
|
|
232
|
Edge Capital Group
Atlanta,
Georgia
|
$21.2M
|
+$2.23M
|
+29,475
|
+12%
|
|
|
233
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$21.1M
|
+$460K
|
+6,094
|
+2%
|
|
|
234
|
Kestra Advisory Services
Austin,
Texas
|
$20.9M
|
+$847K
|
+11,216
|
+4%
|
|
|
235
|
Montis Financial
Waltham,
Massachusetts
|
$20.8M
|
+$1.53M
|
+20,241
|
+8%
|
|
|
236
|
FDx Advisors
Chicago,
Illinois
|
$20.7M
|
-$1.11M
|
-14,710
|
-5%
|
|
|
237
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$20.4M
|
+$20.4M
|
+269,974
|
+16,442%
|
|
|
238
|
Comerica Bank
Dallas,
Texas
|
$20.3M
|
-$525K
|
-6,958
|
-3%
|
|
|
239
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$20.2M
|
–
|
–
|
–
|
|
|
240
|
Spire Wealth Management
Mclean,
Virginia
|
$20.2M
|
+$1.35M
|
+17,928
|
+7%
|
|
|
241
|
Physician Wealth Advisors
Midvale,
Utah
|
$19.9M
|
+$357K
|
+4,729
|
+2%
|
|
|
242
|
Brio Consultants
San Francisco,
California
|
$19.9M
|
+$2.48M
|
+32,812
|
+14%
|
|
|
243
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$19.8M
|
+$431K
|
+5,704
|
+2%
|
|
|
244
|
Daniels + Tansey
Wilmington,
Delaware
|
$19.8M
|
+$1.66M
|
+21,945
|
+9%
|
|
|
245
|
WhitTier Trust Company
Reno,
Nevada
|
$19.6M
|
-$159K
|
-2,108
|
-0.8%
|
|
|
246
|
Opus Capital Group
Cincinnati,
Ohio
|
$19.5M
|
+$93.6K
|
+1,240
|
+0.5%
|
|
|
247
|
Connable Office Inc
Kalamazoo,
Michigan
|
$19.4M
|
+$1.91M
|
+25,360
|
+11%
|
|
|
248
|
William Blair & Company
Chicago,
Illinois
|
$19.3M
|
+$3.43M
|
+45,464
|
+21%
|
|
|
249
|
Progeny 3 Inc
Kirkland,
Washington
|
$19.1M
|
+$272K
|
+3,598
|
+1%
|
|
|
250
|
Hollencrest Capital Management
Newport Beach,
California
|
$19M
|
+$594K
|
+7,867
|
+3%
|
|
