|
251
|
Apeiron RIA
Dallas,
Texas
|
$11.1M
|
+$178K
|
+1,660
|
+2%
|
|
|
252
|
BTC Capital Management
Des Moines,
Iowa
|
$11.1M
|
+$1.01M
|
+9,361
|
+10%
|
|
|
253
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$11M
|
-$165K
|
-1,535
|
-1%
|
|
|
254
|
Regal Investment Advisors
Kentwood,
Michigan
|
$11M
|
+$1.02M
|
+9,446
|
+10%
|
|
|
255
|
Fiduciary Trust
Boston,
Massachusetts
|
$11M
|
-$73.7K
|
-685
|
-0.7%
|
|
|
256
|
Martel Wealth Advisors
Vancouver,
Washington
|
$11M
|
+$284K
|
+2,640
|
+3%
|
|
|
257
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$10.9M
|
+$1.74M
|
+16,137
|
+19%
|
|
|
258
|
Zhang Financial
Portage,
Michigan
|
$10.8M
|
+$5.13M
|
+47,685
|
+89%
|
|
|
259
|
Triad Wealth Partners
Lawrence,
Kansas
|
$10.7M
|
+$3.3M
|
+30,724
|
+44%
|
|
|
260
|
Atria Investments
Charlotte,
North Carolina
|
$10.7M
|
+$133K
|
+1,235
|
+1%
|
|
|
261
|
WealthCollab
Bellevue,
Washington
|
$10.6M
|
+$734K
|
+6,830
|
+7%
|
|
|
262
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$10.6M
|
+$869K
|
+8,086
|
+9%
|
|
|
263
|
Summit Financial
Parsippany,
New Jersey
|
$10.5M
|
+$1.9M
|
+17,655
|
+22%
|
|
|
264
|
Horiko Capital Management
New York
|
$10.5M
|
-$1.43M
|
-13,300
|
-12%
|
|
|
265
|
Pure Financial Advisors
San Diego,
California
|
$10.4M
|
+$1.25M
|
+11,634
|
+14%
|
|
|
266
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$10.3M
|
+$122K
|
+1,137
|
+1%
|
|
|
267
|
Mather Group
Chicago,
Illinois
|
$10.2M
|
-$107K
|
-995
|
-1%
|
|
|
268
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$10.1M
|
+$487K
|
+4,528
|
+5%
|
|
|
269
|
Advyzon Investment Management
Lisle,
Illinois
|
$10.1M
|
+$2.43M
|
+22,573
|
+31%
|
|
|
270
|
Renaissance Technologies
New York
|
$10.1M
|
-$3.67M
|
-34,150
|
-27%
|
|
|
271
|
BSW Wealth Partners
Boulder,
Colorado
|
$10M
|
-$507K
|
-4,718
|
-5%
|
|
|
272
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$10M
|
+$232K
|
+2,162
|
+2%
|
|
|
273
|
Weitzel Financial Services
Dubuque,
Iowa
|
$9.93M
|
+$96.4K
|
+897
|
+1%
|
|
|
274
|
Fiduciary Financial Group
San Rafael,
California
|
$9.84M
|
+$964K
|
+8,968
|
+11%
|
|
|
275
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$9.68M
|
+$1.75M
|
+16,299
|
+22%
|
|
