|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$63.4M
|
+$2.55M
|
+58,086
|
+4%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$25.2M
|
+$50.1K
|
+1,141
|
+0.2%
|
|
|
3
|
Menlo Advisors
Menlo Park,
California
|
$11.5M
|
-$3.52K
|
-80
|
-0%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$9.77M
|
+$73K
|
+1,662
|
+0.8%
|
|
|
5
|
Valley Financial Group
Ambler,
Pennsylvania
|
$8.45M
|
+$430K
|
+9,789
|
+6%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.13M
|
+$4.04M
|
+91,888
|
+109%
|
|
|
7
|
BWM Planning
The Woodlands,
Texas
|
$7.99M
|
+$7.61M
|
+173,230
|
New
|
|
|
8
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.88M
|
+$377K
|
+8,575
|
+5%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.76M
|
-$64.9K
|
-1,478
|
-1%
|
|
|
10
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.51M
|
-$3.21M
|
-73,088
|
-34%
|
|
|
11
|
One Plus One Wealth Management
Jupiter,
Florida
|
$6.43M
|
-$5.36K
|
-122
|
-0.1%
|
|
|
12
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.42M
|
+$371K
|
+8,448
|
+6%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
$6.38M
|
-$13.6K
|
-309
|
-0.2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.57M
|
+$294K
|
+6,680
|
+6%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.48M
|
+$745K
|
+16,963
|
+17%
|
|
|
16
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$5.23M
|
+$12.3K
|
+279
|
+0.2%
|
|
|
17
|
One Degree Advisors
San Diego,
California
|
$5.11M
|
+$116K
|
+2,630
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.42M
|
+$403K
|
+9,169
|
+11%
|
|
|
19
|
Bowman & Company
Oshkosh,
Wisconsin
|
$2.92M
|
–
|
–
|
–
|
|
|
20
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.37M
|
-$1.23M
|
-27,918
|
-35%
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.32M
|
+$967K
|
+22,013
|
+78%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.13M
|
-$1.26M
|
-28,627
|
-38%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.91M
|
+$1.19M
|
+27,176
|
+192%
|
|
|
24
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.87M
|
+$1.57M
|
+35,688
|
+734%
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.26M
|
+$3.96K
|
+90
|
+0.3%
|
|
