|
251
|
Trajan Wealth
Scottsdale,
Arizona
|
$19.9M
|
-$639K
|
-17,127
|
-3%
|
|
|
252
|
Root Financial Partners
Encinitas,
California
|
$19.7M
|
+$7.57M
|
+202,748
|
+66%
|
|
|
253
|
Binnacle Investments
Urbandale,
Iowa
|
$19.5M
|
+$559K
|
+14,970
|
+3%
|
|
|
254
|
Schubert & Co
Mckinney,
Texas
|
$19.2M
|
+$1.04M
|
+27,907
|
+6%
|
|
|
255
|
JDH Wealth Management
Santa Rosa,
California
|
$19.2M
|
+$13.7K
|
+368
|
+0.1%
|
|
|
256
|
tru Independence
Portland,
Oregon
|
$18.5M
|
+$727K
|
+19,483
|
+4%
|
|
|
257
|
Simplicity Wealth
Summit,
New Jersey
|
$18.4M
|
-$14M
|
-374,590
|
-44%
|
|
|
258
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$18.3M
|
+$3.18M
|
+85,210
|
+22%
|
|
|
259
|
CVA Family Office
Denver,
Colorado
|
$18M
|
+$37.4K
|
+1,002
|
+0.2%
|
|
|
260
|
Daner Wealth Management
Alpharetta,
Georgia
|
$17.9M
|
-$166K
|
-4,452
|
-1%
|
|
|
261
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.6M
|
+$663K
|
+17,758
|
+4%
|
|
|
262
|
Stifel Financial
St. Louis,
Missouri
|
$17.4M
|
-$31.8K
|
-853
|
-0.2%
|
|
|
263
|
Quantinno Capital Management
New York
|
$17.1M
|
+$11.6M
|
+311,047
|
+233%
|
|
|
264
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$16.6M
|
-$211K
|
-5,644
|
-1%
|
|
|
265
|
XY Planning Network
Bozeman,
Montana
|
$16.4M
|
–
|
–
|
–
|
|
|
266
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$16.3M
|
-$2.21M
|
-59,265
|
-12%
|
|
|
267
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16M
|
-$5.01M
|
-134,120
|
-24%
|
|
|
268
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$16M
|
+$2.47M
|
+66,280
|
+19%
|
|
|
269
|
Hemington Wealth Management
Falls Church,
Virginia
|
$15.8M
|
-$325K
|
-8,709
|
-2%
|
|
|
270
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$15.8M
|
+$392K
|
+10,504
|
+3%
|
|
|
271
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$15.6M
|
-$117K
|
-3,137
|
-0.8%
|
|
|
272
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$15.6M
|
+$90.1K
|
+2,415
|
+0.6%
|
|
|
273
|
Wolfstich Capital
Medfield,
Massachusetts
|
$15.5M
|
–
|
–
|
–
|
|
|
274
|
Summit Wealth Group
White River Junction,
Vermont
|
$15.4M
|
-$1.44M
|
-38,609
|
-9%
|
|
|
275
|
Silver Oak Advisory Group
Portland,
Oregon
|
$15.3M
|
+$1.5M
|
+40,072
|
+11%
|
|
