|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.1M
|
+$127K
|
+4,547
|
+1%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$9.2M
|
–
|
–
|
–
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$4.53M
|
+$514K
|
+18,388
|
+13%
|
|
|
4
|
Empowered Funds
Havertown,
Pennsylvania
|
$4.24M
|
+$202K
|
+7,220
|
+5%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.21M
|
+$95.8K
|
+3,424
|
+3%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.54M
|
+$129K
|
+4,604
|
+6%
|
|
|
7
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.14M
|
-$22.9K
|
-818
|
-1%
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$1.92M
|
+$68.2K
|
+2,438
|
+4%
|
|
|
9
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.34M
|
+$1.3M
|
+46,428
|
New
|
|
|
10
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.2M
|
+$58.2K
|
+2,082
|
+5%
|
|
|
11
|
|
$317K
|
-$199K
|
-7,124
|
-39%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$290K
|
-$382K
|
-13,673
|
-58%
|
|
|
13
|
|
$260K
|
-$87.7K
|
-3,137
|
-26%
|
|
|
14
|
Seed Wealth Management
Evanston,
Illinois
|
$240K
|
-$14K
|
-500
|
-6%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$201K
|
+$195K
|
+6,982
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
-$177K
|
-6,338
|
-67%
|
|
|
17
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$47.7K
|
–
|
–
|
–
|
|
|
18
|
Aspect Partners
Fairfax,
Virginia
|
$6.63K
|
+$2.66K
|
+95
|
+70%
|
|
|
19
|
|
$39
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$23
|
–
|
–
|
–
|
|
|
21
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$239K
|
-8,650
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.31K
|
-156
|
Closed
|
|
