|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$88.8M
|
+$8.21M
|
+158,079
|
+10%
|
|
|
2
|
Valley Financial Group
Ambler,
Pennsylvania
|
$17.1M
|
+$493K
|
+9,494
|
+3%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$15.1M
|
-$599K
|
-11,536
|
-4%
|
|
|
4
|
Empirical Finance
Havertown,
Pennsylvania
|
$14.4M
|
-$51.7M
|
-996,107
|
-78%
|
|
|
5
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$13.6M
|
-$1.57M
|
-30,309
|
-10%
|
|
|
6
|
Menlo Advisors
Menlo Park,
California
|
$11.8M
|
–
|
–
|
–
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.3M
|
-$426K
|
-8,204
|
-4%
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$11M
|
-$1.23M
|
-23,734
|
-10%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$10.9M
|
+$99K
|
+1,907
|
+0.9%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.72M
|
+$775K
|
+14,919
|
+9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$9.5M
|
-$93.4K
|
-1,799
|
-1%
|
|
|
12
|
One Degree Advisors
San Diego,
California
|
$9.36M
|
+$395K
|
+7,616
|
+4%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$8M
|
+$70.9K
|
+1,365
|
+0.9%
|
|
|
14
|
Well Done LLC
Holland,
Michigan
|
$7.95M
|
+$1.27M
|
+24,365
|
+19%
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$6.71M
|
+$387K
|
+7,462
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.86M
|
-$367K
|
-7,069
|
-6%
|
|
|
17
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$5.29M
|
+$5.27M
|
+101,493
|
New
|
|
|
18
|
Empowered Funds
Havertown,
Pennsylvania
|
$5.24M
|
+$98.4K
|
+1,895
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.6M
|
+$382K
|
+7,358
|
+9%
|
|
|
20
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$4.59M
|
+$2.88M
|
+55,477
|
+171%
|
|
|
21
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.58M
|
-$26.3K
|
-506
|
-0.8%
|
|
|
22
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.53M
|
-$235K
|
-4,530
|
-6%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$3.02M
|
+$3.01M
|
+57,995
|
New
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.93M
|
-$7.53K
|
-145
|
-0.3%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.63M
|
-$35.3K
|
-680
|
-1%
|
|
