|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$60.6M
|
+$1.88M
|
+42,304
|
+3%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$19M
|
-$4.51M
|
-101,202
|
-19%
|
|
|
3
|
Menlo Advisors
Menlo Park,
California
|
$10.7M
|
–
|
–
|
–
|
|
|
4
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.3M
|
+$4.53M
|
+101,736
|
+73%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.57M
|
+$1.51M
|
+33,936
|
+18%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$9.26M
|
-$42.6K
|
-957
|
-0.4%
|
|
|
7
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$9.08M
|
–
|
–
|
–
|
|
|
8
|
Valley Financial Group
Ambler,
Pennsylvania
|
$8.96M
|
+$870K
|
+19,553
|
+10%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$8.82M
|
+$783K
|
+17,578
|
+9%
|
|
|
10
|
BWM Planning
The Woodlands,
Texas
|
$8.33M
|
+$834K
|
+18,731
|
+11%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.12M
|
-$81.9K
|
-1,839
|
-1%
|
|
|
12
|
Well Done LLC
Holland,
Michigan
|
$6.07M
|
-$108K
|
-2,429
|
-2%
|
|
|
13
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.65M
|
-$239K
|
-5,374
|
-4%
|
|
|
14
|
One Degree Advisors
San Diego,
California
|
$5.2M
|
+$232K
|
+5,220
|
+4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.1M
|
-$120K
|
-2,700
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.85M
|
-$165K
|
-3,704
|
-3%
|
|
|
17
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$4.64M
|
-$255K
|
-5,730
|
-5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.16M
|
+$1.33M
|
+29,840
|
+68%
|
|
|
19
|
Bowman & Company
Oshkosh,
Wisconsin
|
$2.72M
|
+$6.54K
|
+147
|
+0.2%
|
|
|
20
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.64M
|
+$338K
|
+7,593
|
+14%
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.59M
|
+$494K
|
+11,086
|
+22%
|
|
|
22
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.13M
|
+$312
|
+7
|
+0%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.09M
|
+$295K
|
+6,630
|
+16%
|
|
|
24
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.18M
|
+$3.25K
|
+73
|
+0.3%
|
|
|
25
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$996K
|
+$320K
|
+7,180
|
+44%
|
|
