|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$27.7M
|
-$1.58M
|
-22,735
|
-5%
|
|
|
2
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$20.9M
|
+$1.91M
|
+27,403
|
+10%
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$16.1M
|
+$532K
|
+7,637
|
+3%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$8.81M
|
+126,620
|
+146%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14M
|
+$2.02M
|
+29,075
|
+17%
|
|
|
6
|
BWM Planning
The Woodlands,
Texas
|
$13.7M
|
+$281K
|
+4,034
|
+2%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.7M
|
-$1.22M
|
-17,527
|
-9%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$9.16M
|
-$318K
|
-4,576
|
-3%
|
|
|
9
|
One Degree Advisors
San Diego,
California
|
$8.78M
|
+$438K
|
+6,299
|
+5%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.6M
|
+$3.82M
|
+54,924
|
+97%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.9M
|
+$76.2K
|
+1,095
|
+1%
|
|
|
12
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$6.89M
|
+$775K
|
+11,134
|
+12%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.96M
|
-$379K
|
-5,444
|
-7%
|
|
|
14
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$4.9M
|
-$2.12M
|
-30,480
|
-30%
|
|
|
15
|
Empowered Funds
Havertown,
Pennsylvania
|
$4M
|
-$107K
|
-1,544
|
-3%
|
|
|
16
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.66M
|
-$12.2K
|
-175
|
-0.4%
|
|
|
17
|
Empirical Finance
Havertown,
Pennsylvania
|
$3.58M
|
+$3.65M
|
+52,382
|
New
|
|
|
18
|
Advantage Trust Company
Salina,
Kansas
|
$3.04M
|
-$8.28K
|
-119
|
-0.3%
|
|
|
19
|
Brookwood Investment Group
Phoenix,
Arizona
|
$3M
|
+$718K
|
+10,310
|
+31%
|
|
|
20
|
Savvy Advisors Inc
New York
|
$2.79M
|
+$2.84M
|
+40,773
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.71M
|
-$214K
|
-3,080
|
-7%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.65M
|
+$103K
|
+1,473
|
+4%
|
|
|
23
|
Seed Wealth Management
Evanston,
Illinois
|
$2.11M
|
–
|
–
|
–
|
|
|
24
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.85M
|
+$210K
|
+3,021
|
+13%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85M
|
-$2.47M
|
-35,455
|
-57%
|
|
