|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$53.8M
|
+$1.71M
|
+41,251
|
+4%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$24.7M
|
-$2.27M
|
-54,648
|
-9%
|
|
|
3
|
Menlo Advisors
Menlo Park,
California
|
$11.1M
|
+$18K
|
+435
|
+0.2%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$9.44M
|
+$93.1K
|
+2,246
|
+1%
|
|
|
5
|
Empowered Funds
Havertown,
Pennsylvania
|
$8.55M
|
-$1.44M
|
-34,708
|
-15%
|
|
|
6
|
Valley Financial Group
Ambler,
Pennsylvania
|
$7.36M
|
-$366K
|
-8,838
|
-5%
|
|
|
7
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.73M
|
+$1.5M
|
+36,134
|
+32%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.44M
|
+$46.4K
|
+1,119
|
+0.8%
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$6.21M
|
+$1.06M
|
+25,544
|
+23%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$6.13M
|
+$4.64M
|
+111,854
|
+454%
|
|
|
11
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.52M
|
+$545K
|
+13,150
|
+12%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.01M
|
+$246K
|
+5,933
|
+6%
|
|
|
13
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$4.82M
|
+$249K
|
+5,999
|
+6%
|
|
|
14
|
One Degree Advisors
San Diego,
California
|
$4.75M
|
+$20K
|
+483
|
+0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.27M
|
+$1.24K
|
+30
|
+0%
|
|
|
16
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.61M
|
-$130K
|
-3,143
|
-4%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.27M
|
+$606K
|
+14,628
|
+25%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.2M
|
+$514K
|
+12,405
|
+21%
|
|
|
19
|
Bowman & Company
Oshkosh,
Wisconsin
|
$2.84M
|
+$2.62M
|
+63,243
|
New
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$1.63M
|
-$888K
|
-21,416
|
-37%
|
|
|
21
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.22M
|
-$37.1K
|
-896
|
-3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$953K
|
+$522K
|
+12,601
|
+146%
|
|
|
23
|
Private Portfolio Partners
Paramus,
New Jersey
|
$909K
|
-$8.33K
|
-201
|
-1%
|
|
|
24
|
Financial Advocates Investment Management
Olympia,
Washington
|
$816K
|
+$456
|
+11
|
+0.1%
|
|
|
25
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$764K
|
+$19.8K
|
+478
|
+3%
|
|
