|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$70.9M
|
+$1.04M
|
+23,187
|
+2%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$20M
|
-$286K
|
-6,371
|
-1%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$13.3M
|
+$1.38M
|
+30,816
|
+12%
|
|
|
4
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$12.3M
|
+$780K
|
+17,365
|
+7%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.1M
|
-$138K
|
-3,074
|
-1%
|
|
|
6
|
Valley Financial Group
Ambler,
Pennsylvania
|
$10.7M
|
+$372K
|
+8,289
|
+4%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.2M
|
-$467K
|
-10,389
|
-5%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$9.84M
|
-$99.3K
|
-2,209
|
-1%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$8.3M
|
-$60.7K
|
-1,350
|
-0.8%
|
|
|
10
|
Natural Investments
Windsor,
California
|
$7.75M
|
+$12.8M
|
+283,777
|
New
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.44M
|
+$909K
|
+20,226
|
+15%
|
|
|
12
|
One Degree Advisors
San Diego,
California
|
$7.33M
|
+$1.05M
|
+23,386
|
+17%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.85M
|
+$129K
|
+2,871
|
+2%
|
|
|
14
|
Well Done LLC
Holland,
Michigan
|
$6.1M
|
-$62.3K
|
-1,387
|
-1%
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.34M
|
+$148K
|
+3,283
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.01M
|
-$133K
|
-2,953
|
-3%
|
|
|
17
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$4.92M
|
-$43K
|
-957
|
-0.9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.66M
|
+$94.2K
|
+2,096
|
+3%
|
|
|
19
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.32M
|
+$111K
|
+2,469
|
+4%
|
|
|
20
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.17M
|
+$64.1K
|
+1,427
|
+2%
|
|
|
21
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.49M
|
-$9.03K
|
-201
|
-0.4%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.4M
|
+$15.2K
|
+338
|
+0.7%
|
|
|
23
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$1.2M
|
+$176K
|
+3,923
|
+18%
|
|
|
24
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.17M
|
+$40.4K
|
+899
|
+4%
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.15M
|
-$146K
|
-3,241
|
-12%
|
|
