|
51
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$10M
|
+$9.42M
|
+190,212
|
+1,888%
|
|
|
52
|
New Capital Management
Houston,
Texas
|
$9.1M
|
+$602K
|
+12,148
|
+7%
|
|
|
53
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.1M
|
+$2.05M
|
+41,448
|
+29%
|
|
|
54
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.74M
|
-$450K
|
-9,082
|
-5%
|
|
|
55
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.09M
|
+$270K
|
+5,443
|
+3%
|
|
|
56
|
United Capital Financial Advisors
Irving,
Texas
|
$8.02M
|
-$692K
|
-13,979
|
-8%
|
|
|
57
|
Occidental Asset Management
Burlingame,
California
|
$7.96M
|
+$597K
|
+12,052
|
+8%
|
|
|
58
|
Penobscot Wealth Management
Portland,
Maine
|
$7.85M
|
+$296K
|
+5,969
|
+4%
|
|
|
59
|
BIP Wealth
Atlanta,
Georgia
|
$7.81M
|
+$148K
|
+2,987
|
+2%
|
|
|
60
|
Rockefeller Capital Management
New York
|
$7.74M
|
+$108K
|
+2,187
|
+1%
|
|
|
61
|
PDS Planning
Dublin,
Ohio
|
$7.67M
|
-$15.2K
|
-306
|
-0.2%
|
|
|
62
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$7.36M
|
-$233K
|
-4,710
|
-3%
|
|
|
63
|
Aspect Partners
Fairfax,
Virginia
|
$7.03M
|
+$142K
|
+2,864
|
+2%
|
|
|
64
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.98M
|
+$1.61M
|
+32,485
|
+30%
|
|
|
65
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.74M
|
-$331K
|
-6,678
|
-5%
|
|
|
66
|
Securian Asset Management
St Paul,
Minnesota
|
$6.1M
|
+$149K
|
+3,000
|
+3%
|
|
|
67
|
Appleton Partners
Boston,
Massachusetts
|
$5.63M
|
+$68.3K
|
+1,380
|
+1%
|
|
|
68
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.48M
|
-$5.35M
|
-107,943
|
-50%
|
|
|
69
|
Tectonic Advisors
Frisco,
Texas
|
$5.42M
|
–
|
–
|
–
|
|
|
70
|
Lodestar Private Asset Management
Alamo,
California
|
$5.26M
|
+$138K
|
+2,781
|
+3%
|
|
|
71
|
Pure Financial Advisors
San Diego,
California
|
$5.25M
|
+$81.9K
|
+1,653
|
+2%
|
|
|
72
|
|
$5.25M
|
+$117K
|
+2,353
|
+2%
|
|
|
73
|
Boyd Wealth Management
Sacramento,
California
|
$5.16M
|
+$5.11M
|
+103,228
|
New
|
|
|
74
|
Robinswood Financial
Kirkland,
Washington
|
$5.08M
|
+$176K
|
+3,544
|
+4%
|
|
|
75
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$4.94M
|
-$430K
|
-8,690
|
-8%
|
|
