|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$11.3M
|
+$11.9M
|
+425,912
|
New
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$8.4M
|
-$81.7K
|
-2,918
|
-0.9%
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$4.33M
|
+$162K
|
+5,800
|
+4%
|
|
|
4
|
Empowered Funds
Havertown,
Pennsylvania
|
$4.23M
|
+$339K
|
+12,103
|
+8%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.05M
|
+$94.9K
|
+3,387
|
+3%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.39M
|
+$46K
|
+1,642
|
+2%
|
|
|
7
|
One Degree Advisors
San Diego,
California
|
$2.14M
|
+$205K
|
+7,334
|
+11%
|
|
|
8
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.97M
|
-$3.84K
|
-137
|
-0.2%
|
|
|
9
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.26M
|
+$1.31M
|
+46,891
|
New
|
|
|
10
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.15M
|
-$90K
|
-3,212
|
-7%
|
|
|
11
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.02M
|
-$87.5K
|
-3,123
|
-7%
|
|
|
12
|
|
$236K
|
-$59.2K
|
-2,113
|
-19%
|
|
|
13
|
Seed Wealth Management
Evanston,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$207K
|
+$22.7K
|
+810
|
+12%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
-$16.2K
|
-579
|
-19%
|
|
|
16
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$39.4K
|
-$5.6K
|
-200
|
-12%
|
|
|
17
|
Aspect Partners
Fairfax,
Virginia
|
$22.5K
|
+$17.3K
|
+617
|
+268%
|
|
|
18
|
Synergy Asset Management
Vancouver,
Washington
|
$1.53K
|
+$1.49K
|
+53
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$47
|
+$28
|
+1
|
+100%
|
|
|
20
|
|
$40
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
–
|
-$290K
|
-10,057
|
Closed
|
|
|
22
|
|
–
|
-$260K
|
-9,038
|
Closed
|
|
