|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$101M
|
+$6.49M
|
+118,737
|
+7%
|
|
|
2
|
Valley Financial Group
Ambler,
Pennsylvania
|
$18.5M
|
+$261K
|
+4,782
|
+1%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$16.7M
|
+$571K
|
+10,447
|
+4%
|
|
|
4
|
Menlo Advisors
Menlo Park,
California
|
$13.3M
|
-$54.6K
|
-1,000
|
-0.4%
|
|
|
5
|
Empirical Finance
Havertown,
Pennsylvania
|
$12.2M
|
-$3.07M
|
-56,132
|
-20%
|
|
|
6
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$12M
|
-$3.14M
|
-57,540
|
-22%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$11.5M
|
-$29.4K
|
-539
|
-0.3%
|
|
|
8
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$10.6M
|
+$4.02M
|
+73,543
|
+72%
|
|
|
9
|
One Degree Advisors
San Diego,
California
|
$10.5M
|
+$497K
|
+9,097
|
+5%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$10.4M
|
+$276K
|
+5,044
|
+3%
|
|
|
11
|
Well Done LLC
Holland,
Michigan
|
$9.18M
|
+$714K
|
+13,075
|
+9%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$8.46M
|
-$44.1K
|
-807
|
-0.5%
|
|
|
13
|
Stokes Family Office
New Orleans,
Louisiana
|
$7.3M
|
-$4.32M
|
-78,985
|
-37%
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$7.07M
|
+$2.16M
|
+39,608
|
+45%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.13M
|
-$108K
|
-1,973
|
-2%
|
|
|
16
|
Empowered Funds
Havertown,
Pennsylvania
|
$5.82M
|
+$249K
|
+4,559
|
+5%
|
|
|
17
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.42M
|
-$1.69M
|
-30,981
|
-24%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.12M
|
+$226K
|
+4,136
|
+5%
|
|
|
19
|
Vise Technologies
New York
|
$4.27M
|
+$3.88M
|
+71,039
|
+1,181%
|
|
|
20
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.76M
|
+$107K
|
+1,954
|
+3%
|
|
|
21
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.59M
|
-$154K
|
-2,814
|
-4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.49M
|
-$6.75M
|
-123,598
|
-66%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$3.11M
|
-$102K
|
-1,876
|
-3%
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.95M
|
–
|
–
|
–
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.9M
|
+$94.2K
|
+1,724
|
+3%
|
|
