|
1
|
L.K. Benson & Company
Baltimore,
Maryland
|
$12.4M
|
+$1.11M
|
+45,719
|
+10%
|
|
|
2
|
BWM Planning
The Woodlands,
Texas
|
$10.8M
|
+$852K
|
+35,112
|
+8%
|
|
|
3
|
Stokes Family Office
New Orleans,
Louisiana
|
$8.52M
|
+$8.65M
|
+356,556
|
New
|
|
|
4
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$7.05M
|
+$2.64M
|
+108,951
|
+61%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$6.48M
|
+$328K
|
+13,507
|
+5%
|
|
|
6
|
Vise Technologies
New York
|
$5.21M
|
+$5.29M
|
+218,005
|
New
|
|
|
7
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.48M
|
-$136K
|
-5,605
|
-4%
|
|
|
8
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.38M
|
+$1.51M
|
+62,280
|
+80%
|
|
|
9
|
One Degree Advisors
San Diego,
California
|
$2.81M
|
+$119K
|
+4,893
|
+4%
|
|
|
10
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.55M
|
+$13.9K
|
+571
|
+0.9%
|
|
|
11
|
XY Planning Network
Bozeman,
Montana
|
$1.51M
|
+$163K
|
+6,704
|
+12%
|
|
|
12
|
Valley Financial Group
Ambler,
Pennsylvania
|
$1.16M
|
-$5.17K
|
-213
|
-0.4%
|
|
|
13
|
One Plus One Wealth Management
Jupiter,
Florida
|
$690K
|
-$39.6K
|
-1,631
|
-5%
|
|
|
14
|
Quantinno Capital Management
New York
|
$554K
|
–
|
–
|
–
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$525K
|
–
|
–
|
–
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$475K
|
-$658K
|
-27,107
|
-58%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$413K
|
+$25.5K
|
+1,050
|
+6%
|
|
|
18
|
|
$386K
|
+$67.7K
|
+2,789
|
+21%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$200K
|
+$40.9K
|
+1,686
|
+25%
|
|
|
20
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$84K
|
+$85.3K
|
+3,513
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$29.4K
|
+$28.4K
|
+1,170
|
+1,983%
|
|
|
22
|
Sankala Group
Lyons,
Colorado
|
$23.6K
|
-$1.8K
|
-74
|
-7%
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$4.33K
|
+$4.39K
|
+181
|
New
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$1.29K
|
+$1.31K
|
+54
|
New
|
|
|
25
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$1.65M
|
-68,847
|
Closed
|
|
