|
51
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$10.7M
|
+$734K
|
+14,753
|
+7%
|
|
|
52
|
Kooman & Associates
Altoona,
Pennsylvania
|
$10.7M
|
+$198K
|
+3,984
|
+2%
|
|
|
53
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10.7M
|
+$347K
|
+6,974
|
+3%
|
|
|
54
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.93M
|
+$836K
|
+16,811
|
+9%
|
|
|
55
|
Occidental Asset Management
Burlingame,
California
|
$8.78M
|
+$816K
|
+16,413
|
+10%
|
|
|
56
|
Penobscot Wealth Management
Portland,
Maine
|
$8.71M
|
+$834K
|
+16,774
|
+11%
|
|
|
57
|
Ameriprise
Minneapolis,
Minnesota
|
$8.54M
|
-$20.5M
|
-411,945
|
-71%
|
|
|
58
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.42M
|
+$332K
|
+6,666
|
+4%
|
|
|
59
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.16M
|
-$568K
|
-11,423
|
-7%
|
|
|
60
|
United Capital Financial Advisors
Irving,
Texas
|
$7.79M
|
-$226K
|
-4,549
|
-3%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$7.75M
|
+$16.6K
|
+334
|
+0.2%
|
|
|
62
|
BIP Wealth
Atlanta,
Georgia
|
$7.18M
|
-$623K
|
-12,525
|
-8%
|
|
|
63
|
PDS Planning
Dublin,
Ohio
|
$7.17M
|
-$495K
|
-9,945
|
-6%
|
|
|
64
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$7.11M
|
-$245K
|
-4,918
|
-3%
|
|
|
65
|
New Capital Management
Houston,
Texas
|
$6.56M
|
-$2.53M
|
-50,904
|
-28%
|
|
|
66
|
Aspect Partners
Fairfax,
Virginia
|
$6.35M
|
-$676K
|
-13,588
|
-10%
|
|
|
67
|
Securian Asset Management
St Paul,
Minnesota
|
$6.09M
|
–
|
–
|
–
|
|
|
68
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.71M
|
-$1.03M
|
-20,679
|
-15%
|
|
|
69
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.69M
|
-$1.28M
|
-25,774
|
-18%
|
|
|
70
|
Appleton Partners
Boston,
Massachusetts
|
$5.59M
|
-$33.8K
|
-679
|
-0.6%
|
|
|
71
|
Tectonic Advisors
Frisco,
Texas
|
$5.42M
|
–
|
–
|
–
|
|
|
72
|
Lodestar Private Asset Management
Alamo,
California
|
$5.36M
|
+$102K
|
+2,043
|
+2%
|
|
|
73
|
Robinswood Financial
Kirkland,
Washington
|
$5.18M
|
+$87.9K
|
+1,767
|
+2%
|
|
|
74
|
|
$4.95M
|
-$293K
|
-5,893
|
-6%
|
|
|
75
|
Pure Financial Advisors
San Diego,
California
|
$4.94M
|
-$312K
|
-6,270
|
-6%
|
|
