|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$17.7M
|
+$1.15M
|
+25,385
|
+8%
|
|
|
2
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$12.4M
|
+$5.24M
|
+115,732
|
+87%
|
|
|
3
|
Empirical Finance
Havertown,
Pennsylvania
|
$10.3M
|
-$8.98M
|
-198,455
|
-49%
|
|
|
4
|
Stokes Family Office
New Orleans,
Louisiana
|
$9.68M
|
+$78.6K
|
+1,737
|
+0.9%
|
|
|
5
|
Valley Financial Group
Ambler,
Pennsylvania
|
$5.75M
|
+$5.22M
|
+115,278
|
New
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.7M
|
-$119K
|
-2,633
|
-3%
|
|
|
7
|
Empowered Funds
Havertown,
Pennsylvania
|
$4.6M
|
-$1.08M
|
-23,886
|
-21%
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$4.38M
|
+$3.75M
|
+82,805
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.33M
|
+$442K
|
+9,768
|
+13%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.85M
|
+$412K
|
+9,098
|
+13%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$3.15M
|
+$690K
|
+15,257
|
+32%
|
|
|
12
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.25M
|
-$6.42K
|
-142
|
-0.3%
|
|
|
13
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$2.2M
|
+$432K
|
+9,558
|
+28%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.91M
|
+$162K
|
+3,579
|
+10%
|
|
|
15
|
Seed Wealth Management
Evanston,
Illinois
|
$1.61M
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.38M
|
+$142K
|
+3,129
|
+13%
|
|
|
17
|
Private Portfolio Partners
Paramus,
New Jersey
|
$872K
|
+$19.3K
|
+427
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$513K
|
-$657K
|
-14,515
|
-59%
|
|
|
19
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$447K
|
-$7.42K
|
-164
|
-2%
|
|
|
20
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$422K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$400K
|
-$197K
|
-4,349
|
-35%
|
|
|
22
|
Meredith Wealth Planning
Maryville,
Illinois
|
$399K
|
-$8.51K
|
-188
|
-2%
|
|
|
23
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$231K
|
+$209K
|
+4,626
|
New
|
|
|
24
|
Well Done LLC
Holland,
Michigan
|
$219K
|
+$199K
|
+4,393
|
New
|
|
|
25
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$155K
|
-$15.4K
|
-340
|
-10%
|
|
