|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$26.4M
|
+$1.84M
|
+30,630
|
+8%
|
|
|
2
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$14.1M
|
+$986K
|
+16,413
|
+8%
|
|
|
3
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.1M
|
-$25.4K
|
-422
|
-0.2%
|
|
|
4
|
BWM Planning
The Woodlands,
Texas
|
$11M
|
+$2.84M
|
+47,207
|
+39%
|
|
|
5
|
Empirical Finance
Havertown,
Pennsylvania
|
$9.88M
|
-$489K
|
-8,136
|
-5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$9.83M
|
-$1.01M
|
-16,883
|
-10%
|
|
|
7
|
Valley Financial Group
Ambler,
Pennsylvania
|
$9.49M
|
+$409K
|
+6,808
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.8M
|
-$328K
|
-5,464
|
-4%
|
|
|
9
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.91M
|
+$2.1M
|
+34,929
|
+40%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.43M
|
+$178K
|
+2,956
|
+3%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.18M
|
+$28.4K
|
+473
|
+0.5%
|
|
|
12
|
One Degree Advisors
San Diego,
California
|
$6.16M
|
+$506K
|
+8,416
|
+10%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.08M
|
+$4.09M
|
+68,117
|
+674%
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$4.1M
|
+$3.79M
|
+63,034
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.74M
|
-$129K
|
-2,145
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.38M
|
-$529K
|
-8,813
|
-14%
|
|
|
17
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.01M
|
+$210K
|
+3,494
|
+8%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.77M
|
+$492K
|
+8,192
|
+23%
|
|
|
19
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.36M
|
-$378K
|
-6,286
|
-15%
|
|
|
20
|
Advantage Trust Company
Salina,
Kansas
|
$2.29M
|
+$53.5K
|
+891
|
+3%
|
|
|
21
|
Seed Wealth Management
Evanston,
Illinois
|
$2.01M
|
–
|
–
|
–
|
|
|
22
|
Two Sigma Investments
New York
|
$1.72M
|
+$1.59M
|
+26,500
|
New
|
|
|
23
|
Equitable Holdings
New York
|
$1.35M
|
-$490K
|
-8,150
|
-28%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
+$21K
|
+349
|
+2%
|
|
|
25
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.07M
|
+$30.7K
|
+511
|
+3%
|
|
