|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$50.1M
|
+$3.21M
|
+69,578
|
+7%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$19.6M
|
+$1.29M
|
+27,997
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
+$1.19M
|
+25,842
|
+20%
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.55M
|
+$22.4K
|
+486
|
+0.4%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.87M
|
+$922K
|
+20,000
|
+32%
|
|
|
6
|
|
$3.34M
|
-$5.46M
|
-118,380
|
-62%
|
|
|
7
|
Park Avenue Securities
New York
|
$3.1M
|
+$523K
|
+11,353
|
+20%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.77M
|
+$2.75M
|
+59,717
|
New
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$2.58M
|
+$455K
|
+9,879
|
+22%
|
|
|
10
|
Integrated Advisors Network
Dallas,
Texas
|
$2.48M
|
-$21.5K
|
-467
|
-0.9%
|
|
|
11
|
Innealta Capital
Austin,
Texas
|
$1.56M
|
-$332K
|
-7,200
|
-18%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.52M
|
+$532K
|
+11,535
|
+54%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.45M
|
-$109K
|
-2,362
|
-7%
|
|
|
14
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.3M
|
+$95.8K
|
+2,078
|
+8%
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.3M
|
+$49.6K
|
+1,076
|
+4%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.25M
|
+$1.24M
|
+26,966
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.23M
|
+$1.22M
|
+26,460
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$898K
|
+$830
|
+18
|
+0.1%
|
|
|
19
|
Tillman Hartley LLC
Denver,
Colorado
|
$685K
|
–
|
–
|
–
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$610K
|
+$9.08K
|
+197
|
+2%
|
|
|
21
|
B&D White Capital Company
Lakeway,
Texas
|
$514K
|
-$10.2K
|
-221
|
-2%
|
|
|
22
|
Bridge Advisory
Pasadena,
California
|
$441K
|
+$1.66K
|
+36
|
+0.4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$377K
|
+$130K
|
+2,822
|
+53%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$376K
|
+$374K
|
+8,106
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$372K
|
+$101K
|
+2,190
|
+38%
|
|
