|
51
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$10.7M
|
-$7.28M
|
-145,655
|
-41%
|
|
|
52
|
Corient Private Wealth
Miami,
Florida
|
$10.3M
|
+$9.79M
|
+195,845
|
+2,126%
|
|
|
53
|
Occidental Asset Management
Burlingame,
California
|
$9.86M
|
+$213K
|
+4,271
|
+2%
|
|
|
54
|
PDS Planning
Dublin,
Ohio
|
$9.85M
|
+$2.33M
|
+46,688
|
+31%
|
|
|
55
|
|
$9.81M
|
-$7.04M
|
-140,779
|
-42%
|
|
|
56
|
HSBC Holdings
London,
United Kingdom
|
$9.22M
|
-$1.48M
|
-29,677
|
-14%
|
|
|
57
|
BIP Wealth
Atlanta,
Georgia
|
$8.62M
|
+$274K
|
+5,474
|
+3%
|
|
|
58
|
Aspect Partners
Fairfax,
Virginia
|
$8.39M
|
+$817K
|
+16,349
|
+11%
|
|
|
59
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.26M
|
-$30.8M
|
-616,257
|
-79%
|
|
|
60
|
Tectonic Advisors
Frisco,
Texas
|
$8.16M
|
+$2.49M
|
+49,900
|
+44%
|
|
|
61
|
Forum Private Client Group
Fishers,
Indiana
|
$7.75M
|
-$1.16M
|
-23,276
|
-13%
|
|
|
62
|
United Capital Financial Advisors
Irving,
Texas
|
$7.63M
|
+$54K
|
+1,081
|
+0.7%
|
|
|
63
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.4M
|
-$938K
|
-18,764
|
-11%
|
|
|
64
|
Modern Wealth Management
Lenexa,
Kansas
|
$7.1M
|
-$2.55M
|
-50,952
|
-26%
|
|
|
65
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.76M
|
-$405K
|
-8,106
|
-6%
|
|
|
66
|
Kooman & Associates
Altoona,
Pennsylvania
|
$6.73M
|
-$4.06M
|
-81,244
|
-38%
|
|
|
67
|
Securian Asset Management
St Paul,
Minnesota
|
$6.66M
|
–
|
–
|
–
|
|
|
68
|
IFP Advisors
Tampa,
Florida
|
$6.63M
|
+$4.41M
|
+88,253
|
+199%
|
|
|
69
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$6.53M
|
-$457K
|
-9,140
|
-7%
|
|
|
70
|
Appleton Partners
Boston,
Massachusetts
|
$6.15M
|
+$334K
|
+6,688
|
+6%
|
|
|
71
|
Robinswood Financial
Kirkland,
Washington
|
$6.03M
|
+$271K
|
+5,431
|
+5%
|
|
|
72
|
|
$5.94M
|
+$453K
|
+9,068
|
+8%
|
|
|
73
|
Lodestar Private Asset Management
Alamo,
California
|
$5.93M
|
+$509K
|
+10,183
|
+9%
|
|
|
74
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.74M
|
+$646K
|
+12,925
|
+13%
|
|
|
75
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.59M
|
-$93.6K
|
-1,873
|
-2%
|
|
