|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$57.8M
|
+$4.68M
|
+102,331
|
+9%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$17.8M
|
-$1.59M
|
-34,721
|
-8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$1.91M
|
+41,764
|
+23%
|
|
|
4
|
|
$7.86M
|
+$5.75M
|
+125,795
|
+268%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.39M
|
+$12.1K
|
+264
|
+0.2%
|
|
|
6
|
Park Avenue Securities
New York
|
$4.31M
|
+$690K
|
+15,092
|
+19%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.8M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.34M
|
+$272K
|
+5,942
|
+9%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.13M
|
+$217K
|
+4,749
|
+7%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$3M
|
+$361K
|
+7,905
|
+14%
|
|
|
11
|
Integrated Advisors Network
Dallas,
Texas
|
$2.59M
|
-$111K
|
-2,440
|
-4%
|
|
|
12
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.47M
|
+$2.48M
|
+54,218
|
New
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$1.82M
|
+$1.01M
|
+22,188
|
+124%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.71M
|
+$1.69M
|
+36,944
|
New
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.64M
|
+$70.8K
|
+1,550
|
+4%
|
|
|
16
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.57M
|
+$1.57M
|
+34,429
|
New
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.44M
|
+$21.9K
|
+480
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.4M
|
+$771K
|
+16,880
|
+122%
|
|
|
19
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.29M
|
+$5.76K
|
+126
|
+0.4%
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.15M
|
-$209K
|
-4,584
|
-15%
|
|
|
21
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.14M
|
+$471K
|
+10,300
|
+70%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$714K
|
+$716K
|
+15,676
|
New
|
|
|
23
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$694K
|
+$696K
|
+15,240
|
New
|
|
|
24
|
Index Fund Advisors
Irvine,
California
|
$632K
|
+$25.7K
|
+562
|
+4%
|
|
|
25
|
B&D White Capital Company
Lakeway,
Texas
|
$489K
|
-$119K
|
-2,598
|
-19%
|
|
