|
101
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$514K
|
+$498K
|
+17,838
|
New
|
|
|
102
|
Blue Fin Capital
Warren,
Rhode Island
|
$508K
|
-$1.12K
|
-40
|
-0.2%
|
|
|
103
|
Kestra Private Wealth Services
Austin,
Texas
|
$500K
|
-$17.7K
|
-635
|
-4%
|
|
|
104
|
Sage Advisory Services
Austin,
Texas
|
$481K
|
-$61.2K
|
-2,192
|
-12%
|
|
|
105
|
Equitable Holdings
New York
|
$464K
|
-$76.8K
|
-2,750
|
-15%
|
|
|
106
|
Prudential Financial
Newark,
New Jersey
|
$460K
|
+$99.8K
|
+3,575
|
+29%
|
|
|
107
|
Commerce Bank
Kansas City,
Missouri
|
$460K
|
+$445K
|
+15,950
|
New
|
|
|
108
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$442K
|
-$25.2K
|
-903
|
-5%
|
|
|
109
|
Concentric Wealth Management
Lafayette,
California
|
$439K
|
-$14.9K
|
-534
|
-3%
|
|
|
110
|
Berger Financial Group
Plymouth,
Minnesota
|
$435K
|
+$421K
|
+15,068
|
New
|
|
|
111
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$416K
|
+$13.3K
|
+478
|
+3%
|
|
|
112
|
Centaurus Financial
Anaheim,
California
|
$412K
|
-$1.15M
|
-41,222
|
-74%
|
|
|
113
|
Veery Capital
Wilmington,
Delaware
|
$410K
|
+$397K
|
+14,220
|
New
|
|
|
114
|
Creative Planning
Overland Park,
Kansas
|
$406K
|
-$21.4K
|
-768
|
-5%
|
|
|
115
|
|
$389K
|
-$815K
|
-29,200
|
-68%
|
|
|
116
|
Citadel Advisors
Miami,
Florida
|
$371K
|
-$703K
|
-25,184
|
-66%
|
|
|
117
|
Friedenthal Financial
Marlton,
New Jersey
|
$362K
|
-$123K
|
-4,407
|
-26%
|
|
|
118
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$362K
|
+$350K
|
+12,545
|
New
|
|
|
119
|
IHT Wealth Management
Chicago,
Illinois
|
$353K
|
-$21.5K
|
-770
|
-6%
|
|
|
120
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$350K
|
-$6.64K
|
-238
|
-2%
|
|
|
121
|
AE Wealth Management
Topeka,
Kansas
|
$334K
|
-$97K
|
-3,473
|
-23%
|
|
|
122
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$314K
|
-$25.1K
|
-899
|
-8%
|
|
|
123
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$303K
|
+$20.5K
|
+733
|
+7%
|
|
|
124
|
RHS Financial
San Francisco,
California
|
$293K
|
+$283K
|
+10,147
|
New
|
|
|
125
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$291K
|
+$10.7K
|
+382
|
+4%
|
|
