|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$42.2M
|
+$1.36M
|
+46,647
|
+3%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$11.1M
|
-$2.05M
|
-70,388
|
-16%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.98M
|
+$2.15M
|
+73,799
|
+33%
|
|
|
4
|
Valley Financial Group
Ambler,
Pennsylvania
|
$7M
|
+$163K
|
+5,599
|
+2%
|
|
|
5
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.3M
|
+$182K
|
+6,251
|
+4%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.08M
|
-$42.1K
|
-1,442
|
-1%
|
|
|
7
|
One Degree Advisors
San Diego,
California
|
$3.21M
|
+$402K
|
+13,793
|
+15%
|
|
|
8
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.84M
|
+$15.3K
|
+526
|
+0.6%
|
|
|
9
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.18M
|
+$135K
|
+4,620
|
+7%
|
|
|
10
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$1.67M
|
+$270K
|
+9,269
|
+20%
|
|
|
11
|
AQR Capital Management
Greenwich,
Connecticut
|
$988K
|
–
|
–
|
–
|
|
|
12
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$880K
|
+$23.6K
|
+808
|
+3%
|
|
|
13
|
Stokes Family Office
New Orleans,
Louisiana
|
$634K
|
–
|
–
|
–
|
|
|
14
|
L.K. Benson & Company
Baltimore,
Maryland
|
$541K
|
+$55.5K
|
+1,901
|
+12%
|
|
|
15
|
Well Done LLC
Holland,
Michigan
|
$500K
|
-$22.6K
|
-773
|
-4%
|
|
|
16
|
XY Planning Network
Bozeman,
Montana
|
$468K
|
–
|
–
|
–
|
|
|
17
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$377K
|
+$365K
|
+12,508
|
New
|
|
|
18
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$355K
|
–
|
–
|
–
|
|
|
19
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$277K
|
-$146K
|
-4,998
|
-35%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$265K
|
+$43.1K
|
+1,476
|
+20%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$210K
|
+$169K
|
+5,799
|
+500%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$102K
|
+$98.4K
|
+3,371
|
New
|
|
|
23
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$60.3K
|
–
|
–
|
–
|
|
|
24
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$37.9K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.2K
|
–
|
–
|
–
|
|
