|
1051
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
1052
|
Apeiron RIA
Dallas,
Texas
|
$245K
|
+$1.15K
|
+16
|
+0.5%
|
|
|
1053
|
Visionary Horizons
Knoxville,
Tennessee
|
$243K
|
-$35.1K
|
-489
|
-12%
|
|
|
1054
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$242K
|
+$7.31K
|
+102
|
+3%
|
|
|
1055
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$240K
|
+$72.4K
|
+1,010
|
+42%
|
|
|
1056
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$239K
|
–
|
–
|
–
|
|
|
1057
|
Moody National Bank Trust Division
Galveston,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
1058
|
Aureus Asset Management
Boston,
Massachusetts
|
$239K
|
+$244K
|
+3,400
|
New
|
|
|
1059
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$238K
|
-$44.8K
|
-625
|
-16%
|
|
|
1060
|
|
$237K
|
+$3.58K
|
+50
|
+1%
|
|
|
1061
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$236K
|
+$9.97K
|
+139
|
+4%
|
|
|
1062
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$236K
|
+$7.31K
|
+102
|
+3%
|
|
|
1063
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$234K
|
-$43.7K
|
-609
|
-15%
|
|
|
1064
|
Mattern Capital Management
Lakewood,
Colorado
|
$233K
|
-$8.53K
|
-119
|
-3%
|
|
|
1065
|
Acute Investment Advisory
Mesa,
Arizona
|
$233K
|
+$23.9K
|
+334
|
+11%
|
|
|
1066
|
Florida Financial Advisors
Tampa,
Florida
|
$233K
|
-$4.37K
|
-61
|
-2%
|
|
|
1067
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$233K
|
+$238K
|
+3,316
|
New
|
|
|
1068
|
Family Capital Management
Grand Rapids,
Michigan
|
$232K
|
–
|
–
|
–
|
|
|
1069
|
Legacy Edge Advisors
Syosset,
New York
|
$232K
|
-$104K
|
-1,450
|
-31%
|
|
|
1070
|
JMG Financial Group
Downers Grove,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
1071
|
Leuthold Group
Minneapolis,
Minnesota
|
$231K
|
–
|
–
|
–
|
|
|
1072
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$231K
|
+$10K
|
+140
|
+4%
|
|
|
1073
|
North Star Investment Management
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
1074
|
FWL Investment Management
Dallas,
Texas
|
$231K
|
+$16.6K
|
+232
|
+8%
|
|
|
1075
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
