|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$14.7M
|
-$49.9K
|
-1,640
|
-0.4%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$8.1M
|
-$125K
|
-4,117
|
-2%
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$6.41M
|
+$195K
|
+6,408
|
+4%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.83M
|
+$2.86K
|
+94
|
+0.1%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.16M
|
-$89.8K
|
-2,950
|
-3%
|
|
|
6
|
One Degree Advisors
San Diego,
California
|
$2.82M
|
+$165K
|
+5,427
|
+7%
|
|
|
7
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.81M
|
-$24K
|
-789
|
-0.9%
|
|
|
8
|
Synergy Asset Management
Vancouver,
Washington
|
$1.96M
|
+$1.76M
|
+57,677
|
New
|
|
|
9
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.94M
|
+$115K
|
+3,775
|
+7%
|
|
|
10
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.91M
|
+$1.72M
|
+56,337
|
New
|
|
|
11
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.22M
|
-$46.8K
|
-1,535
|
-4%
|
|
|
12
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$548K
|
-$234K
|
-7,692
|
-32%
|
|
|
13
|
XY Planning Network
Bozeman,
Montana
|
$498K
|
+$165K
|
+5,404
|
+58%
|
|
|
14
|
L.K. Benson & Company
Baltimore,
Maryland
|
$426K
|
+$92.2K
|
+3,027
|
+32%
|
|
|
15
|
Brookwood Investment Group
Phoenix,
Arizona
|
$302K
|
+$271K
|
+8,901
|
New
|
|
|
16
|
Seed Wealth Management
Evanston,
Illinois
|
$283K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130K
|
-$212K
|
-6,977
|
-64%
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$44.3K
|
-$12.5K
|
-410
|
-24%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$17K
|
+$15.2K
|
+500
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$476
|
+$426
|
+14
|
New
|
|
|
21
|
|
$49
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$27
|
–
|
–
|
–
|
|
|
23
|
GTS Securities
Miami,
Florida
|
–
|
-$7.05M
|
-250,038
|
Closed
|
|
|
24
|
|
–
|
-$1.64M
|
-58,007
|
Closed
|
|
|
25
|
|
–
|
-$1.41M
|
-50,000
|
Closed
|
|
