|
1
|
Verum Partners
Charlotte,
North Carolina
|
$16.8M
|
+$16.7M
|
+222,336
|
New
|
|
|
2
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$7.17M
|
+$3.58M
|
+47,740
|
+102%
|
|
|
3
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.63M
|
+$5.25M
|
+69,992
|
+1,578%
|
|
|
4
|
Mills Wealth Advisors
Southlake,
Texas
|
$4.5M
|
+$226K
|
+3,010
|
+5%
|
|
|
5
|
|
$3.02M
|
+$3M
|
+39,920
|
New
|
|
|
6
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.96M
|
+$1.94M
|
+25,894
|
New
|
|
|
7
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$1.61M
|
-$1.2M
|
-15,940
|
-43%
|
|
|
8
|
Wayfinding Financial
Lynnwood,
Washington
|
$1.53M
|
-$277K
|
-3,687
|
-15%
|
|
|
9
|
CRA Financial Services
Northfield,
New Jersey
|
$1.29M
|
–
|
–
|
–
|
|
|
10
|
|
$1.17M
|
-$1.41M
|
-18,763
|
-55%
|
|
|
11
|
Burton Enright Welch
Walnut Creek,
California
|
$931K
|
+$922K
|
+12,292
|
New
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$913K
|
+$371K
|
+4,950
|
+70%
|
|
|
13
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$900K
|
+$892K
|
+11,890
|
New
|
|
|
14
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$810K
|
-$30K
|
-400
|
-4%
|
|
|
15
|
Harbor Group
Bedford,
New Hampshire
|
$716K
|
+$709K
|
+9,452
|
New
|
|
|
16
|
Prospera Capital Management
Gilbert,
Arizona
|
$707K
|
+$701K
|
+9,342
|
New
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$681K
|
+$675K
|
+8,996
|
New
|
|
|
18
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$577K
|
+$572K
|
+7,625
|
New
|
|
|
19
|
MFA Wealth Services
Thousand Oaks,
California
|
$558K
|
+$139K
|
+1,846
|
+33%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$460K
|
+$162K
|
+2,164
|
+55%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$430K
|
+$138K
|
+1,841
|
+48%
|
|
|
22
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$409K
|
+$405K
|
+5,400
|
New
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$370K
|
+$367K
|
+4,893
|
New
|
|
|
24
|
Breakwater Capital Group
Paramus,
New Jersey
|
$332K
|
-$51.6K
|
-688
|
-14%
|
|
|
25
|
Blue Trust Inc
Alpharetta,
Georgia
|
$316K
|
+$2.25K
|
+30
|
+0.7%
|
|
