|
26
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.49M
|
-$29.7K
|
-634
|
-1%
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.08M
|
+$187K
|
+3,998
|
+10%
|
|
|
28
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.96M
|
+$1.97M
|
+41,941
|
New
|
|
|
29
|
Riggs Capital Management
American Fork,
Utah
|
$1.94M
|
+$1.95M
|
+41,501
|
New
|
|
|
30
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.55M
|
+$103K
|
+2,187
|
+7%
|
|
|
31
|
GeoWealth Management
Chicago,
Illinois
|
$1.49M
|
-$160K
|
-3,412
|
-10%
|
|
|
32
|
Raymond James Financial
St Petersburg,
Florida
|
$1.41M
|
+$1.42M
|
+30,342
|
New
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$1.38M
|
+$502K
|
+10,707
|
+56%
|
|
|
34
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.36M
|
-$65.1K
|
-1,388
|
-5%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$587K
|
+12,517
|
+97%
|
|
|
36
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.15M
|
+$13.7K
|
+292
|
+1%
|
|
|
37
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.05M
|
+$70.8K
|
+1,509
|
+7%
|
|
|
38
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.04M
|
-$56.3K
|
-1,200
|
-5%
|
|
|
39
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.03M
|
-$166K
|
-3,541
|
-14%
|
|
|
40
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.02M
|
-$18.6K
|
-397
|
-2%
|
|
|
41
|
BCGM Wealth Management
Lafayette,
Indiana
|
$944K
|
+$949K
|
+20,246
|
New
|
|
|
42
|
Lodestar Private Asset Management
Alamo,
California
|
$881K
|
+$31.4K
|
+670
|
+4%
|
|
|
43
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$817K
|
+$301K
|
+6,428
|
+58%
|
|
|
44
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$689K
|
+$18.8K
|
+400
|
+3%
|
|
|
45
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$634K
|
-$484K
|
-10,327
|
-43%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$562K
|
+$144K
|
+3,071
|
+34%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$503K
|
-$892K
|
-19,033
|
-64%
|
|
|
48
|
Legacy Investment Solutions
Meridian,
Idaho
|
$501K
|
-$228K
|
-4,862
|
-31%
|
|
|
49
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$501K
|
-$228K
|
-4,862
|
-31%
|
|
|
50
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$497K
|
+$3.94K
|
+84
|
+0.8%
|
|
