|
1
|
Empowered Funds
Havertown,
Pennsylvania
|
$123M
|
+$5.82M
|
+55,000
|
+5%
|
|
|
2
|
Renaissance Technologies
New York
|
$53.2M
|
+$52.9M
|
+500,000
|
New
|
|
|
3
|
True Wealth Design
Akron,
Ohio
|
$50.1M
|
+$1.66M
|
+15,667
|
+3%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$37.3M
|
+$37M
|
+350,000
|
New
|
|
|
5
|
ADAR1 Capital Management
Austin,
Texas
|
$33.9M
|
+$33.7M
|
+318,120
|
New
|
|
|
6
|
Insight Advisors
Newtown,
Pennsylvania
|
$31.9M
|
+$1.96M
|
+18,551
|
+7%
|
|
|
7
|
Ferguson Shapiro
Decatur,
Georgia
|
$30M
|
+$29.8M
|
+281,639
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28M
|
+$25.9M
|
+245,041
|
+1,385%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.9M
|
+$17.6M
|
+166,759
|
+344%
|
|
|
10
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$16.8M
|
+$16.7M
|
+157,790
|
New
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.9M
|
+$11.8M
|
+111,443
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.2M
|
+$2.49M
|
+23,513
|
+33%
|
|
|
13
|
Client First Investment Management
West Bend,
Wisconsin
|
$9.39M
|
+$9.33M
|
+88,193
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
+$7.8M
|
+73,762
|
New
|
|
|
15
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.92M
|
+$4.34M
|
+41,050
|
+172%
|
|
|
16
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.54M
|
+$6.5M
|
+61,440
|
New
|
|
|
17
|
Castleview Partners
Dallas,
Texas
|
$6.07M
|
+$6.03M
|
+57,044
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.42M
|
+$1.57M
|
+14,882
|
+41%
|
|
|
19
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.24M
|
+$5.2M
|
+49,183
|
New
|
|
|
20
|
Aspect Partners
Fairfax,
Virginia
|
$4.34M
|
+$1.93M
|
+18,274
|
+81%
|
|
|
21
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$4.33M
|
–
|
–
|
–
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.36M
|
+$3.34M
|
+31,605
|
New
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$3.36M
|
+$724K
|
+6,842
|
+28%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$2.89M
|
+$2.87M
|
+27,111
|
New
|
|
|
25
|
Stephens Consulting
Flint,
Michigan
|
$2.65M
|
+$551K
|
+5,213
|
+26%
|
|
