|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$32.2M
|
+$32M
|
+685,488
|
+3,003%
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.16M
|
+$79.3K
|
+1,700
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.09M
|
+$1.21M
|
+25,852
|
+41%
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.89M
|
–
|
–
|
–
|
|
|
5
|
Integrated Advisors Network
Dallas,
Texas
|
$2.44M
|
+$662K
|
+14,194
|
+36%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$2.33M
|
+$2.31M
|
+49,610
|
+3,164%
|
|
|
7
|
Innealta Capital
Austin,
Texas
|
$2.1M
|
–
|
–
|
–
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$1.75M
|
+$1.04M
|
+22,233
|
+139%
|
|
|
9
|
Park Avenue Securities
New York
|
$1.68M
|
+$708K
|
+15,179
|
+70%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.58M
|
+$82.6K
|
+1,772
|
+5%
|
|
|
11
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.11M
|
+$1.13M
|
+24,300
|
New
|
|
|
12
|
SC&H Financial Advisors
Sparks,
Maryland
|
$888K
|
+$480K
|
+10,297
|
+112%
|
|
|
13
|
B&D White Capital Company
Lakeway,
Texas
|
$802K
|
-$24.1K
|
-517
|
-3%
|
|
|
14
|
WorthPointe
La Jolla,
California
|
$593K
|
-$7.51K
|
-161
|
-1%
|
|
|
15
|
Index Fund Advisors
Irvine,
California
|
$585K
|
+$598K
|
+12,830
|
New
|
|
|
16
|
Cardiff Park Advisors
Carlsbad,
California
|
$534K
|
+$60.3K
|
+1,294
|
+12%
|
|
|
17
|
|
$359K
|
-$941K
|
-20,183
|
-72%
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$328K
|
+$335K
|
+7,186
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$308K
|
-$2.33K
|
-50
|
-0.7%
|
|
|
20
|
Equius Partners
Novato,
California
|
$306K
|
-$24.8K
|
-532
|
-7%
|
|
|
21
|
Austin Asset Management
Austin,
Texas
|
$287K
|
–
|
–
|
–
|
|
|
22
|
ML&R Wealth Management
Austin,
Texas
|
$264K
|
–
|
–
|
–
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$205K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$192K
|
+$47K
|
+1,008
|
+32%
|
|
|
25
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$146K
|
+$33.2K
|
+713
|
+29%
|
|
