|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$32.4M
|
+$468K
|
+6,078
|
+1%
|
|
|
2
|
Valley Financial Group
Ambler,
Pennsylvania
|
$18.6M
|
+$106K
|
+1,371
|
+0.6%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.1M
|
+$266K
|
+3,459
|
+2%
|
|
|
4
|
BWM Planning
The Woodlands,
Texas
|
$16.1M
|
+$312K
|
+4,056
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.7M
|
-$421K
|
-5,474
|
-3%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.5M
|
+$3.66M
|
+47,543
|
+43%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$10.4M
|
-$119K
|
-1,551
|
-1%
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$10.4M
|
+$464K
|
+6,027
|
+5%
|
|
|
9
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$9.13M
|
+$1.17M
|
+15,186
|
+15%
|
|
|
10
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$8.83M
|
-$14.9M
|
-193,396
|
-63%
|
|
|
11
|
Stokes Family Office
New Orleans,
Louisiana
|
$7.96M
|
-$5.38M
|
-69,913
|
-41%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$7.92M
|
-$41.3K
|
-536
|
-0.5%
|
|
|
13
|
Empowered Funds
Havertown,
Pennsylvania
|
$5.75M
|
+$1.11M
|
+14,395
|
+25%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.39M
|
-$318K
|
-4,131
|
-6%
|
|
|
15
|
Vise Technologies
New York
|
$4.86M
|
+$4.31M
|
+55,983
|
+983%
|
|
|
16
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.83M
|
-$1.38M
|
-17,979
|
-25%
|
|
|
17
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.77M
|
+$89.3K
|
+1,160
|
+2%
|
|
|
18
|
Advantage Trust Company
Salina,
Kansas
|
$3.6M
|
+$85.9K
|
+1,115
|
+3%
|
|
|
19
|
Savvy Advisors Inc
New York
|
$3.46M
|
+$248K
|
+3,225
|
+8%
|
|
|
20
|
Empirical Finance
Havertown,
Pennsylvania
|
$3.29M
|
-$812K
|
-10,546
|
-20%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.2M
|
+$68.5K
|
+889
|
+2%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$3.17M
|
+$113K
|
+1,473
|
+4%
|
|
|
23
|
Brookwood Investment Group
Phoenix,
Arizona
|
$3.04M
|
-$407K
|
-5,282
|
-12%
|
|
|
24
|
Two Sigma Investments
New York
|
$2.87M
|
+$2.81M
|
+36,500
|
New
|
|
|
25
|
Seed Wealth Management
Evanston,
Illinois
|
$2.44M
|
–
|
–
|
–
|
|
