|
26
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$948K
|
–
|
–
|
–
|
|
|
27
|
Mutual Advisors
Omaha,
Nebraska
|
$878K
|
-$402
|
-10
|
-0%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$799K
|
+$793K
|
+19,724
|
New
|
|
|
29
|
CreativeOne Wealth
Overland Park,
Kansas
|
$794K
|
-$699K
|
-17,383
|
-47%
|
|
|
30
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$674K
|
-$219K
|
-5,453
|
-25%
|
|
|
31
|
Cary Street Partners
Richmond,
Virginia
|
$652K
|
–
|
–
|
–
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$524K
|
-$14.6K
|
-364
|
-3%
|
|
|
33
|
QTR Family Wealth
Lake Mary,
Florida
|
$481K
|
-$45.3K
|
-1,128
|
-9%
|
|
|
34
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$437K
|
-$56.6K
|
-1,409
|
-12%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$429K
|
–
|
–
|
–
|
|
|
36
|
IMG Wealth Management
Jacksonville,
Florida
|
$417K
|
–
|
–
|
–
|
|
|
37
|
Silver Oak Securities
Jackson,
Tennessee
|
$406K
|
-$178K
|
-4,417
|
-31%
|
|
|
38
|
HBW Advisory Services
Simi Valley,
California
|
$366K
|
–
|
–
|
–
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$361K
|
+$253K
|
+6,288
|
+238%
|
|
|
40
|
|
$346K
|
+$344K
|
+8,556
|
New
|
|
|
41
|
Miramontes Capital
Newport,
California
|
$302K
|
–
|
–
|
–
|
|
|
42
|
Regal Investment Advisors
Kentwood,
Michigan
|
$281K
|
+$6.31K
|
+157
|
+2%
|
|
|
43
|
Cresset Asset Management
Chicago,
Illinois
|
$273K
|
–
|
–
|
–
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$273K
|
-$122K
|
-3,032
|
-31%
|
|
|
45
|
Sequent Planning
Omaha,
Nebraska
|
$272K
|
-$121K
|
-3,020
|
-31%
|
|
|
46
|
Independent Financial Group
San Diego,
California
|
$249K
|
–
|
–
|
–
|
|
|
47
|
Triumph Capital Management
Denver,
Colorado
|
$243K
|
+$121K
|
+3,000
|
+100%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
$224K
|
+$223K
|
+5,541
|
New
|
|
|
49
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
50
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$217K
|
-$161
|
-4
|
-0.1%
|
|
