|
1
|
L.K. Benson & Company
Baltimore,
Maryland
|
$11.3M
|
+$947K
|
+40,218
|
+9%
|
|
|
2
|
BWM Planning
The Woodlands,
Texas
|
$10M
|
+$404K
|
+17,174
|
+4%
|
|
|
3
|
Encompass More Asset Management
Danville,
California
|
$6.19M
|
+$6.07M
|
+257,721
|
New
|
|
|
4
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$4.29M
|
+$4.21M
|
+178,743
|
New
|
|
|
5
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.54M
|
-$2.05M
|
-87,173
|
-37%
|
|
|
6
|
One Degree Advisors
San Diego,
California
|
$2.71M
|
-$87.3K
|
-3,708
|
-3%
|
|
|
7
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.89M
|
+$1.83M
|
+77,730
|
New
|
|
|
8
|
Synergy Asset Management
Vancouver,
Washington
|
$1.65M
|
+$1.62M
|
+68,847
|
New
|
|
|
9
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.55M
|
+$1.52M
|
+64,446
|
New
|
|
|
10
|
XY Planning Network
Bozeman,
Montana
|
$1.36M
|
+$201K
|
+8,548
|
+18%
|
|
|
11
|
Valley Financial Group
Ambler,
Pennsylvania
|
$1.17M
|
-$4.94K
|
-210
|
-0.4%
|
|
|
12
|
IHT Wealth Management
Chicago,
Illinois
|
$1.13M
|
+$8.26K
|
+351
|
+0.8%
|
|
|
13
|
One Plus One Wealth Management
Jupiter,
Florida
|
$732K
|
+$175K
|
+7,421
|
+32%
|
|
|
14
|
Quantinno Capital Management
New York
|
$556K
|
–
|
–
|
–
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$527K
|
+$517K
|
+21,969
|
New
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$389K
|
+$133K
|
+5,661
|
+54%
|
|
|
17
|
|
$321K
|
-$203K
|
-8,608
|
-39%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161K
|
+$64.4K
|
+2,736
|
+69%
|
|
|
19
|
Sankala Group
Lyons,
Colorado
|
$24.7K
|
+$3.58K
|
+152
|
+17%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.42K
|
+$1.39K
|
+59
|
New
|
|
