|
1
|
L.K. Benson & Company
Baltimore,
Maryland
|
$9.8M
|
+$2.32M
|
+99,501
|
+30%
|
|
|
2
|
BWM Planning
The Woodlands,
Texas
|
$9.12M
|
+$1.5M
|
+64,579
|
+19%
|
|
|
3
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$5.33M
|
+$1.66M
|
+71,145
|
+44%
|
|
|
4
|
One Degree Advisors
San Diego,
California
|
$2.65M
|
+$321K
|
+13,767
|
+13%
|
|
|
5
|
Valley Financial Group
Ambler,
Pennsylvania
|
$1.11M
|
-$2.65M
|
-113,644
|
-70%
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$1.09M
|
+$1.09M
|
+46,613
|
New
|
|
|
7
|
XY Planning Network
Bozeman,
Montana
|
$1.09M
|
+$353K
|
+15,156
|
+46%
|
|
|
8
|
Quantinno Capital Management
New York
|
$526K
|
–
|
–
|
–
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$525K
|
+$64.8K
|
+2,781
|
+14%
|
|
|
10
|
|
$499K
|
+$512K
|
+21,976
|
New
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$240K
|
+$246K
|
+10,578
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
-$31.7K
|
-1,361
|
-26%
|
|
|
13
|
Sankala Group
Lyons,
Colorado
|
$21.1K
|
+$20.6K
|
+883
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$113K
|
-4,859
|
Closed
|
|
|
15
|
|
–
|
-$23
|
-1
|
Closed
|
|
