|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$28M
|
+$255K
|
+3,914
|
+0.9%
|
|
|
2
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$18.2M
|
+$1.48M
|
+22,725
|
+9%
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$14.9M
|
+$4.9M
|
+75,186
|
+49%
|
|
|
4
|
BWM Planning
The Woodlands,
Texas
|
$12.9M
|
+$929K
|
+14,266
|
+8%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.3M
|
+$143K
|
+2,202
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$244K
|
+3,751
|
+2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$9.06M
|
-$552K
|
-8,478
|
-6%
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$7.98M
|
+$700K
|
+10,749
|
+10%
|
|
|
9
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.67M
|
-$1.03M
|
-15,890
|
-13%
|
|
|
10
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.53M
|
+$230K
|
+3,532
|
+4%
|
|
|
11
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$5.86M
|
+$1.57M
|
+24,076
|
+37%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.68M
|
+$217K
|
+3,330
|
+4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.09M
|
-$368K
|
-5,645
|
-7%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.08M
|
+$190K
|
+2,914
|
+5%
|
|
|
15
|
Empowered Funds
Havertown,
Pennsylvania
|
$3.93M
|
+$3.92M
|
+60,146
|
New
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.68M
|
+$2.77M
|
+42,499
|
+306%
|
|
|
17
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.27M
|
-$23.2K
|
-357
|
-0.7%
|
|
|
18
|
Advantage Trust Company
Salina,
Kansas
|
$2.92M
|
+$142K
|
+2,175
|
+5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.79M
|
+$72.9K
|
+1,119
|
+3%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.46M
|
-$58.4K
|
-897
|
-2%
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.44M
|
+$63.9K
|
+982
|
+3%
|
|
|
22
|
Brookwood Investment Group
Phoenix,
Arizona
|
$2.2M
|
-$96K
|
-1,475
|
-4%
|
|
|
23
|
Seed Wealth Management
Evanston,
Illinois
|
$2.02M
|
–
|
–
|
–
|
|
|
24
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.57M
|
+$593K
|
+9,108
|
+61%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
-$115K
|
-1,760
|
-8%
|
|
