|
1
|
Heritage Financial Services
Westwood,
Massachusetts
|
$72.8M
|
+$71.9M
|
+1,604,859
|
+17,467%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$24.9M
|
+$24.7M
|
+551,456
|
New
|
|
|
3
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$16.7M
|
+$1.31M
|
+29,175
|
+9%
|
|
|
4
|
TPG Financial Advisors
Portland,
Oregon
|
$15.8M
|
-$398K
|
-8,886
|
-2%
|
|
|
5
|
Planned Solutions
Folsom,
California
|
$11.9M
|
+$11.8M
|
+263,500
|
New
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$9.65M
|
-$1.7M
|
-37,892
|
-15%
|
|
|
7
|
Magnus Financial Group
New York
|
$8.92M
|
+$8.85M
|
+197,643
|
New
|
|
|
8
|
Prentice Wealth Management
Rochester,
New York
|
$5.47M
|
+$5.43M
|
+121,251
|
New
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$5.3M
|
+$5.26M
|
+117,403
|
New
|
|
|
10
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$3.57M
|
+$3.55M
|
+79,152
|
New
|
|
|
11
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.32M
|
+$3.29M
|
+73,530
|
New
|
|
|
12
|
Delta Investment Management
San Francisco,
California
|
$3.32M
|
+$68.2K
|
+1,523
|
+2%
|
|
|
13
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.08M
|
+$41.2K
|
+921
|
+1%
|
|
|
14
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.96M
|
+$532K
|
+11,878
|
+22%
|
|
|
15
|
Fortress Wealth Management
Culver City,
California
|
$2.89M
|
+$2.87M
|
+64,046
|
New
|
|
|
16
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$2.74M
|
+$2.72M
|
+60,654
|
New
|
|
|
17
|
|
$2.64M
|
+$553K
|
+12,352
|
+27%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.56M
|
+$959K
|
+21,404
|
+60%
|
|
|
19
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.12M
|
+$722K
|
+16,121
|
+52%
|
|
|
20
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$1.96M
|
+$1.95M
|
+43,457
|
New
|
|
|
21
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.66M
|
+$527K
|
+11,756
|
+47%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.56M
|
+$1.55M
|
+34,635
|
New
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.51M
|
-$11.1K
|
-247
|
-0.7%
|
|
|
24
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.41M
|
+$1.4M
|
+31,220
|
New
|
|
|
25
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.38M
|
+$1.37M
|
+30,552
|
New
|
|
