|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$75.3M
|
+$1.16M
|
+24,428
|
+2%
|
|
|
2
|
Empirical Finance
Havertown,
Pennsylvania
|
$61.2M
|
+$40M
|
+843,243
|
+197%
|
|
|
3
|
Valley Financial Group
Ambler,
Pennsylvania
|
$15.6M
|
+$4.28M
|
+90,270
|
+39%
|
|
|
4
|
BWM Planning
The Woodlands,
Texas
|
$14.7M
|
+$822K
|
+17,334
|
+6%
|
|
|
5
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$14.2M
|
+$1.33M
|
+28,116
|
+11%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.4M
|
-$216K
|
-4,553
|
-2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11M
|
+$261K
|
+5,497
|
+3%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$10.1M
|
-$198K
|
-4,171
|
-2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$8.98M
|
+$292K
|
+6,163
|
+3%
|
|
|
10
|
One Degree Advisors
San Diego,
California
|
$8.38M
|
+$693K
|
+14,604
|
+9%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.37M
|
+$573K
|
+12,082
|
+8%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$7.42M
|
+$252K
|
+5,314
|
+4%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
$6.25M
|
-$123K
|
-2,586
|
-2%
|
|
|
14
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.92M
|
+$320K
|
+6,752
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.83M
|
+$575K
|
+12,113
|
+11%
|
|
|
16
|
Empowered Funds
Havertown,
Pennsylvania
|
$4.81M
|
+$4.67M
|
+98,513
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.94M
|
+$114K
|
+2,398
|
+3%
|
|
|
18
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.52M
|
+$44.4K
|
+936
|
+1%
|
|
|
19
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.34M
|
-$87.2K
|
-1,839
|
-3%
|
|
|
20
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.6M
|
-$3.94K
|
-83
|
-0.2%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.5M
|
-$8.92K
|
-188
|
-0.4%
|
|
|
22
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.65M
|
+$553K
|
+11,661
|
+52%
|
|
|
23
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.58M
|
+$1.36M
|
+28,596
|
+736%
|
|
|
24
|
Equitable Holdings
New York
|
$1.46M
|
+$366K
|
+7,723
|
+35%
|
|
|
25
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.24M
|
+$12.4K
|
+261
|
+1%
|
|
