|
1
|
Karpus Investment Management
Pittsford,
New York
|
$40.1M
|
+$39.3M
|
+533,467
|
New
|
|
|
2
|
Mills Wealth Advisors
Southlake,
Texas
|
$22.5M
|
+$844K
|
+11,446
|
+4%
|
|
|
3
|
|
$17M
|
+$16.1M
|
+217,878
|
+2,727%
|
|
|
4
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$16.5M
|
+$1.09M
|
+14,775
|
+7%
|
|
|
5
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$15.1M
|
+$6.61M
|
+89,693
|
+81%
|
|
|
6
|
Verum Partners
Charlotte,
North Carolina
|
$13.7M
|
+$1.17M
|
+15,851
|
+10%
|
|
|
7
|
Opus Capital Group
Cincinnati,
Ohio
|
$13.3M
|
+$1.97M
|
+26,690
|
+18%
|
|
|
8
|
|
$13M
|
+$2.68M
|
+36,383
|
+27%
|
|
|
9
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.7M
|
+$12.4M
|
+168,500
|
New
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$12.2M
|
+$5.02M
|
+68,104
|
+73%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$11.2M
|
+$10.9M
|
+148,170
|
New
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.6M
|
+$7.45M
|
+100,972
|
New
|
|
|
13
|
TAGStone Capital
Charlotte,
North Carolina
|
$7.18M
|
+$3.24M
|
+43,994
|
+85%
|
|
|
14
|
Blume Capital Management
Berkeley,
California
|
$6.33M
|
+$6.2M
|
+84,115
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$6.09M
|
+$5.64M
|
+76,489
|
+1,730%
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$5.84M
|
+$692K
|
+9,381
|
+14%
|
|
|
17
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$5.28M
|
-$166K
|
-2,249
|
-3%
|
|
|
18
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.99M
|
+$616K
|
+8,348
|
+14%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$4.76M
|
–
|
–
|
–
|
|
|
20
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$4.09M
|
+$138K
|
+1,869
|
+4%
|
|
|
21
|
Wayfinding Financial
Lynnwood,
Washington
|
$3.56M
|
-$43.8K
|
-594
|
-1%
|
|
|
22
|
Advyzon Investment Management
Lisle,
Illinois
|
$3.52M
|
+$27.5K
|
+373
|
+0.8%
|
|
|
23
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.39M
|
+$255K
|
+3,463
|
+8%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.26M
|
+$261K
|
+3,541
|
+9%
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.23M
|
+$245K
|
+3,327
|
+8%
|
|
