|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$46.9M
|
+$13.8M
|
+301,071
|
+43%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$28.5M
|
+$28.4M
|
+620,776
|
New
|
|
|
3
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$18.1M
|
+$18.1M
|
+394,564
|
New
|
|
|
4
|
|
$8.74M
|
+$8.36M
|
+182,554
|
+2,320%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.81M
|
+$1.69M
|
+37,027
|
+41%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.47M
|
+$285K
|
+6,236
|
+6%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.91M
|
–
|
–
|
–
|
|
|
8
|
Park Avenue Securities
New York
|
$2.55M
|
+$856K
|
+18,708
|
+51%
|
|
|
9
|
Integrated Advisors Network
Dallas,
Texas
|
$2.47M
|
+$21.7K
|
+474
|
+0.9%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$2.1M
|
+$2.1M
|
+45,881
|
New
|
|
|
11
|
Innealta Capital
Austin,
Texas
|
$1.88M
|
-$233K
|
-5,100
|
-11%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.54M
|
-$40K
|
-874
|
-3%
|
|
|
13
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.25M
|
+$133K
|
+2,904
|
+12%
|
|
|
14
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.24M
|
+$698K
|
+15,242
|
+130%
|
|
|
15
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.19M
|
+$299K
|
+6,534
|
+34%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$981K
|
+$978K
|
+21,375
|
New
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$889K
|
-$1.46M
|
-31,811
|
-62%
|
|
|
18
|
Tillman Hartley LLC
Denver,
Colorado
|
$678K
|
+$677K
|
+14,786
|
New
|
|
|
19
|
Index Fund Advisors
Irvine,
California
|
$595K
|
+$6.41K
|
+140
|
+1%
|
|
|
20
|
WorthPointe
La Jolla,
California
|
$579K
|
-$16.5K
|
-360
|
-3%
|
|
|
21
|
B&D White Capital Company
Lakeway,
Texas
|
$520K
|
-$287K
|
-6,262
|
-36%
|
|
|
22
|
Bridge Advisory
Pasadena,
California
|
$435K
|
+$434K
|
+9,482
|
New
|
|
|
23
|
NWAM LLC
Mercer Island,
Washington
|
$337K
|
+$7.69K
|
+168
|
+2%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$310K
|
–
|
–
|
–
|
|
|
25
|
Shira Ridge Wealth Management
Larkspur,
California
|
$309K
|
+$308K
|
+6,734
|
New
|
|
