|
26
|
Diversify Advisory Services
Sandy,
Utah
|
$1.14M
|
-$207K
|
-5,248
|
-16%
|
|
|
27
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$935K
|
-$55.3K
|
-1,400
|
-6%
|
|
|
28
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$883K
|
+$58.5K
|
+1,481
|
+7%
|
|
|
29
|
Mutual Advisors
Omaha,
Nebraska
|
$866K
|
-$99.3K
|
-2,514
|
-10%
|
|
|
30
|
Signal Advisors Wealth
Detroit,
Michigan
|
$757K
|
+$516K
|
+13,068
|
+222%
|
|
|
31
|
Cary Street Partners
Richmond,
Virginia
|
$643K
|
-$79
|
-2
|
-0%
|
|
|
32
|
Silver Oak Securities
Jackson,
Tennessee
|
$577K
|
-$176K
|
-4,456
|
-24%
|
|
|
33
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$553K
|
+$87.3K
|
+2,211
|
+19%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$532K
|
-$65.5K
|
-1,657
|
-11%
|
|
|
35
|
QTR Family Wealth
Lake Mary,
Florida
|
$509K
|
-$26.5K
|
-672
|
-5%
|
|
|
36
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$487K
|
+$482K
|
+12,204
|
New
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$423K
|
+$39.5K
|
+1,000
|
+10%
|
|
|
38
|
IMG Wealth Management
Jacksonville,
Florida
|
$411K
|
–
|
–
|
–
|
|
|
39
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$399K
|
–
|
–
|
–
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$391K
|
-$130K
|
-3,285
|
-25%
|
|
|
41
|
Sequent Planning
Omaha,
Nebraska
|
$388K
|
-$23K
|
-583
|
-6%
|
|
|
42
|
HBW Advisory Services
Simi Valley,
California
|
$361K
|
–
|
–
|
–
|
|
|
43
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$287K
|
–
|
–
|
–
|
|
|
44
|
Regal Investment Advisors
Kentwood,
Michigan
|
$271K
|
+$6.24K
|
+158
|
+2%
|
|
|
45
|
Cresset Asset Management
Chicago,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
46
|
Independent Financial Group
San Diego,
California
|
$245K
|
–
|
–
|
–
|
|
|
47
|
Atria Investments
Charlotte,
North Carolina
|
$242K
|
+$29.9K
|
+756
|
+14%
|
|
|
48
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$216K
|
–
|
–
|
–
|
|
|
49
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$215K
|
+$2.33K
|
+59
|
+1%
|
|
|
50
|
Holistic Planning
Nacogdoches,
Texas
|
$208K
|
-$59.3K
|
-1,500
|
-22%
|
|
