Focus Partners Wealth led the cohort with 16 purchases totalling $54 billion in assets, followed by Merit Financial Advisors with 13 acquisitions totaling $4.7 billion in assets. Wealth Enhancement ...

The Aegis Value Fund Class I mutual fund (AVALX) is the best performer, up nearly 30% this year, and it has taken in more than $140 million in inflows, per Morningstar. The 1290 Essex Small Cap Growth ...