|
226
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$16M
|
+$13.3M
|
+362,010
|
+416%
|
|
|
227
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.9M
|
-$1.37M
|
-37,344
|
-8%
|
|
|
228
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$15.9M
|
+$501K
|
+13,608
|
+3%
|
|
|
229
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$15.8M
|
+$5.18M
|
+140,892
|
+46%
|
|
|
230
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$15.8M
|
-$8.83K
|
-240
|
-0.1%
|
|
|
231
|
R.W. Roge & Company
Bohemia,
New York
|
$15.7M
|
-$1.77M
|
-48,102
|
-10%
|
|
|
232
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$15.6M
|
+$1.01M
|
+27,480
|
+7%
|
|
|
233
|
Evolution Advisers
Richmond,
Virginia
|
$15.4M
|
+$767K
|
+20,838
|
+5%
|
|
|
234
|
Forte Capital
Rochester,
New York
|
$15.2M
|
-$803K
|
-21,834
|
-5%
|
|
|
235
|
Towerpoint Wealth
Sacramento,
California
|
$15.2M
|
+$82.8K
|
+2,250
|
+0.5%
|
|
|
236
|
DeDora Capital
Napa,
California
|
$14.9M
|
+$575K
|
+15,636
|
+4%
|
|
|
237
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.7M
|
+$104K
|
+2,820
|
+0.7%
|
|
|
238
|
Brown Advisory
Baltimore,
Maryland
|
$14.6M
|
+$3.76M
|
+102,162
|
+33%
|
|
|
239
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.5M
|
+$1.12M
|
+30,468
|
+8%
|
|
|
240
|
IEQ Capital
Foster City,
California
|
$14.4M
|
-$1.67M
|
-45,432
|
-10%
|
|
|
241
|
Fisher Asset Management
Camas,
Washington
|
$14.4M
|
-$2.04M
|
-55,458
|
-12%
|
|
|
242
|
Veery Capital
Wilmington,
Delaware
|
$14.4M
|
+$771K
|
+20,958
|
+5%
|
|
|
243
|
Wealthspan Partners
Davenport,
Iowa
|
$14.3M
|
+$240K
|
+6,534
|
+2%
|
|
|
244
|
Arax Advisory Partners
Denver,
Colorado
|
$14.3M
|
+$1.11M
|
+30,144
|
+8%
|
|
|
245
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$14.1M
|
+$115K
|
+3,132
|
+0.8%
|
|
|
246
|
Berkshire Money Management
Dalton,
Massachusetts
|
$14M
|
-$727K
|
-19,776
|
-5%
|
|
|
247
|
Stevens Capital Partners
Omaha,
Nebraska
|
$13.9M
|
+$14.4M
|
+391,764
|
New
|
|
|
248
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$13.7M
|
+$2.37M
|
+64,368
|
+20%
|
|
|
249
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$13.7M
|
-$36K
|
-978
|
-0.3%
|
|
|
250
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$13.7M
|
+$4.13M
|
+112,206
|
+41%
|
|
