1551
Meritas Wealth Management
Larkspur,
California
$256M
+$34.9M
+16%
10.8%
63%
67
16.42%
1552
Yoder Wealth Management
Walnut Creek,
California
$256M
+$36.5M
+17%
15.3%
58.9%
133
9.77%
1553
$255M
-$34.9M
-12%
22.5%
97.6%
56
28.57%
1554
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
$255M
+$15M
+6%
14.7%
57.5%
297
12.46%
1555
Vista Investment Partners II
Richmond,
Indiana
$255M
+$32.2M
+14%
21.9%
–
184
27.72%
1556
Shelton Wealth Management
Fort Worth,
Texas
$255M
+$26.4M
+12%
19.6%
88%
168
32.74%
1557
Sprinkle Financial Consultants
Littleton,
Colorado
$255M
+$38.1M
+18%
11.7%
–
108
12.96%
1558
State Insurance Fund
New York
$255M
+$38.9M
+18%
18%
–
1
0%
1559
Eastover Investment Advisors
Charlotte,
North Carolina
$254M
+$20.5M
+9%
14.7%
102%
50
2%
1560
Aurelius Family Office
Bedford,
New Hampshire
$254M
+$23.9M
+10%
9.09%
–
49
4.08%
1561
GEM Asset Management
Plymouth,
Michigan
$254M
+$27.2M
+12%
15.1%
54.7%
118
11.02%
1562
Gainplan
Bloomfield Hills,
Michigan
$254M
+$120M
+90%
14%
93.3%
71
30.99%
1563
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
$254M
+$34.9M
+16%
19.8%
91.4%
160
16.25%
1564
Signature Resources Capital Management
Newport Beach,
California
$254M
+$42.6M
+20%
15.5%
–
746
16.89%
1565
Optima Capital
Beaverton,
Oregon
$253M
+$38M
+18%
12.1%
–
179
18.99%
1566
Dogwood Wealth Management
Lenexa,
Kansas
$253M
+$23.1M
+10%
10.6%
–
939
17.89%
1567
Hiley Hunt Wealth Management
Omaha,
Nebraska
$253M
+$26.3M
+12%
8.91%
–
49
4.08%
1568
SimpliFi Inc
San Diego,
California
$253M
+$14.9M
+6%
6.14%
26.7%
45
4.44%
1569
Christensen King & Associates Investment Services
Richland,
Washington
$252M
+$18.6M
+8%
12.3%
–
111
8.11%
1570
Heritage Wealth Architects
Mendota Heights,
Minnesota
$251M
+$11.8M
+5%
11.2%
–
74
4.05%
1571
Client First Capital
San Diego,
California
$251M
+$20.6M
+9%
11.2%
49.6%
29
6.9%
1572
Compass Wealth Management (Georgia)
Atlanta,
Georgia
$251M
+$16.8M
+7%
12.5%
–
76
7.89%
1573
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
$251M
+$26.6M
+12%
9.52%
–
78
14.1%
1574
Pflug Koory
Omaha,
Nebraska
$250M
+$32.1M
+15%
22.7%
–
430
3.49%
1575
Quadratic Capital Management
Greenwich,
Connecticut
$250M
-$133M
-35%
0.4%
0.74%
2
0%