|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$65.9M
|
+$3.21M
|
+75,559
|
+5%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$19.1M
|
-$398K
|
-9,379
|
-2%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$11.2M
|
+$2.48M
|
+58,310
|
+30%
|
|
|
4
|
Menlo Advisors
Menlo Park,
California
|
$10.9M
|
-$111K
|
-2,615
|
-1%
|
|
|
5
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$10.8M
|
+$1.8M
|
+42,305
|
+21%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.7M
|
+$26.3K
|
+619
|
+0.3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.1M
|
+$238K
|
+5,616
|
+3%
|
|
|
8
|
Valley Financial Group
Ambler,
Pennsylvania
|
$9.7M
|
+$437K
|
+10,301
|
+5%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$9.38M
|
-$164K
|
-3,853
|
-2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$7.89M
|
-$1.17M
|
-27,585
|
-13%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.33M
|
+$18K
|
+424
|
+0.3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.13M
|
+$838K
|
+19,726
|
+16%
|
|
|
13
|
One Degree Advisors
San Diego,
California
|
$5.89M
|
+$502K
|
+11,815
|
+10%
|
|
|
14
|
Well Done LLC
Holland,
Michigan
|
$5.82M
|
-$159K
|
-3,746
|
-3%
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.9M
|
+$2.15M
|
+50,574
|
+83%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.86M
|
-$145K
|
-3,408
|
-3%
|
|
|
17
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$4.68M
|
-$101K
|
-2,383
|
-2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$95.3K
|
+2,243
|
+3%
|
|
|
19
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.03M
|
-$2.71M
|
-63,807
|
-48%
|
|
|
20
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.94M
|
+$181K
|
+4,256
|
+7%
|
|
|
21
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.36M
|
+$151K
|
+3,565
|
+7%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.25M
|
+$82K
|
+1,932
|
+4%
|
|
|
23
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.22M
|
+$5.22K
|
+123
|
+0.4%
|
|
|
24
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.06M
|
+$34.5K
|
+812
|
+3%
|
|
|
25
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$955K
|
+$48K
|
+1,130
|
+5%
|
|
