|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$12.3M
|
+$244K
|
+8,633
|
+2%
|
|
|
2
|
GTS Securities
Miami,
Florida
|
$7.05M
|
+$7.08M
|
+250,038
|
New
|
|
|
3
|
Empirical Finance
Havertown,
Pennsylvania
|
$6.84M
|
-$2.09M
|
-73,840
|
-23%
|
|
|
4
|
Valley Financial Group
Ambler,
Pennsylvania
|
$5.14M
|
+$544K
|
+19,224
|
+12%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.18M
|
-$56.1K
|
-1,983
|
-2%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.71M
|
+$176K
|
+6,207
|
+7%
|
|
|
7
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.36M
|
+$270K
|
+9,535
|
+13%
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$2.19M
|
+$91.8K
|
+3,243
|
+4%
|
|
|
9
|
|
$1.64M
|
+$1.39M
|
+49,107
|
+552%
|
|
|
10
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.55M
|
+$220K
|
+7,764
|
+17%
|
|
|
11
|
|
$1.41M
|
+$1.42M
|
+50,000
|
New
|
|
|
12
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.06M
|
-$29.5K
|
-1,041
|
-3%
|
|
|
13
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$672K
|
-$549K
|
-19,380
|
-45%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$396K
|
+$397K
|
+14,039
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$306K
|
+$236K
|
+8,318
|
+331%
|
|
|
16
|
L.K. Benson & Company
Baltimore,
Maryland
|
$269K
|
+$270K
|
+9,523
|
New
|
|
|
17
|
XY Planning Network
Bozeman,
Montana
|
$261K
|
+$262K
|
+9,247
|
New
|
|
|
18
|
Seed Wealth Management
Evanston,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$67.9K
|
+$68.2K
|
+2,408
|
New
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$48.3K
|
+$6.51K
|
+230
|
+16%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$24.2K
|
+$24.3K
|
+858
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$4.57K
|
+$4.59K
|
+162
|
New
|
|
|
23
|
|
$41
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$22
|
-$28
|
-1
|
-50%
|
|
|
25
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$4.23M
|
-159,251
|
Closed
|
|
