|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$15.6M
|
-$251K
|
-7,295
|
-2%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$8.31M
|
-$399K
|
-11,581
|
-5%
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$7M
|
+$80.8K
|
+2,347
|
+1%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.05M
|
-$83.7K
|
-2,431
|
-2%
|
|
|
5
|
Synergy Asset Management
Vancouver,
Washington
|
$3.92M
|
+$1.99M
|
+57,677
|
+100%
|
|
|
6
|
One Degree Advisors
San Diego,
California
|
$3.43M
|
+$369K
|
+10,701
|
+13%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.29M
|
-$111K
|
-3,216
|
-3%
|
|
|
8
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$3.04M
|
+$3.44K
|
+100
|
+0.1%
|
|
|
9
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.28M
|
+$125K
|
+3,641
|
+6%
|
|
|
10
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
11
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.04M
|
-$960K
|
-27,883
|
-49%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$949K
|
+$892K
|
+25,894
|
New
|
|
|
13
|
Flow Traders U.S.
New York
|
$777K
|
+$731K
|
+21,215
|
New
|
|
|
14
|
|
$657K
|
+$618K
|
+17,939
|
New
|
|
|
15
|
L.K. Benson & Company
Baltimore,
Maryland
|
$515K
|
+$51.8K
|
+1,505
|
+12%
|
|
|
16
|
XY Planning Network
Bozeman,
Montana
|
$498K
|
–
|
–
|
–
|
|
|
17
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$341K
|
-$235K
|
-6,832
|
-42%
|
|
|
18
|
Seed Wealth Management
Evanston,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$230K
|
+$216K
|
+6,273
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120K
|
-$19.9K
|
-579
|
-15%
|
|
|
21
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$47.7K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$8.76K
|
+$7.75K
|
+225
|
+1,607%
|
|
|
23
|
|
$53
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$29
|
–
|
–
|
–
|
|
|
25
|
Brookwood Investment Group
Phoenix,
Arizona
|
–
|
-$302K
|
-8,901
|
Closed
|
|
