|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$27.3M
|
+$1.11M
|
+17,527
|
+4%
|
|
|
2
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$16.5M
|
+$2.41M
|
+37,952
|
+17%
|
|
|
3
|
Stokes Family Office
New Orleans,
Louisiana
|
$12M
|
+$57.4K
|
+904
|
+0.5%
|
|
|
4
|
BWM Planning
The Woodlands,
Texas
|
$11.8M
|
+$882K
|
+13,878
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$2.32M
|
+36,565
|
+27%
|
|
|
6
|
Valley Financial Group
Ambler,
Pennsylvania
|
$9.82M
|
+$408K
|
+6,422
|
+4%
|
|
|
7
|
Empirical Finance
Havertown,
Pennsylvania
|
$9.81M
|
+$13.1K
|
+206
|
+0.1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$9.49M
|
-$259K
|
-4,080
|
-3%
|
|
|
9
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.61M
|
-$235K
|
-3,697
|
-3%
|
|
|
10
|
One Degree Advisors
San Diego,
California
|
$7.19M
|
+$1.07M
|
+16,779
|
+18%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.22M
|
+$89.6K
|
+1,411
|
+1%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.39M
|
+$342K
|
+5,385
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.27M
|
-$971K
|
-15,284
|
-15%
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$4.23M
|
+$163K
|
+2,568
|
+4%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.84M
|
+$126K
|
+1,977
|
+3%
|
|
|
16
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.14M
|
+$64.5K
|
+1,015
|
+2%
|
|
|
17
|
Advantage Trust Company
Salina,
Kansas
|
$2.74M
|
+$461K
|
+7,264
|
+21%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.69M
|
-$654K
|
-10,291
|
-20%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.37M
|
-$398K
|
-6,257
|
-15%
|
|
|
20
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.34M
|
–
|
–
|
–
|
|
|
21
|
Brookwood Investment Group
Phoenix,
Arizona
|
$2.26M
|
+$2.23M
|
+35,119
|
New
|
|
|
22
|
Seed Wealth Management
Evanston,
Illinois
|
$1.99M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
+$21.9K
|
+345
|
+2%
|
|
|
24
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.1M
|
+$37.4K
|
+589
|
+4%
|
|
|
25
|
XY Planning Network
Bozeman,
Montana
|
$1.04M
|
–
|
–
|
–
|
|
