|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$53.6M
|
+$4.24M
|
+91,854
|
+9%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$19.5M
|
+$153K
|
+3,308
|
+0.8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.26M
|
+$1.28M
|
+27,661
|
+18%
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.41M
|
-$83.7K
|
-1,816
|
-2%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.83M
|
–
|
–
|
–
|
|
|
6
|
Park Avenue Securities
New York
|
$3.65M
|
+$585K
|
+12,691
|
+19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.09M
|
+$2.74M
|
+59,325
|
+729%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.93M
|
+$193K
|
+4,190
|
+7%
|
|
|
9
|
Integrated Advisors Network
Dallas,
Texas
|
$2.72M
|
+$275K
|
+5,968
|
+11%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$2.66M
|
+$106K
|
+2,301
|
+4%
|
|
|
11
|
|
$2.15M
|
-$1.16M
|
-25,167
|
-35%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$1.58M
|
+$72.5K
|
+1,573
|
+5%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.42M
|
-$11.5K
|
-250
|
-0.8%
|
|
|
14
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.37M
|
+$85.2K
|
+1,847
|
+7%
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.29M
|
+$5.63K
|
+122
|
+0.4%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$817K
|
-$72K
|
-1,561
|
-8%
|
|
|
17
|
Tillman Hartley LLC
Denver,
Colorado
|
$678K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$636K
|
+$640K
|
+13,876
|
New
|
|
|
19
|
B&D White Capital Company
Lakeway,
Texas
|
$612K
|
+$103K
|
+2,237
|
+20%
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$610K
|
+$6.78K
|
+147
|
+1%
|
|
|
21
|
Bridge Advisory
Pasadena,
California
|
$436K
|
–
|
–
|
–
|
|
|
22
|
TFB Advisors
Overland Park,
Kansas
|
$400K
|
+$402K
|
+8,723
|
New
|
|
|
23
|
NWAM LLC
Mercer Island,
Washington
|
$326K
|
-$1.38K
|
-30
|
-0.4%
|
|
|
24
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$324K
|
-$22.5K
|
-487
|
-6%
|
|
|
25
|
Austin Asset Management
Austin,
Texas
|
$289K
|
–
|
–
|
–
|
|
