|
1
|
Heritage Financial Services
Westwood,
Massachusetts
|
$80.6M
|
+$6.74M
|
+147,774
|
+9%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$27.7M
|
+$2.41M
|
+52,761
|
+10%
|
|
|
3
|
TPG Financial Advisors
Portland,
Oregon
|
$17.2M
|
+$1.12M
|
+24,554
|
+7%
|
|
|
4
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$17M
|
+$48.7K
|
+1,068
|
+0.3%
|
|
|
5
|
Planned Solutions
Folsom,
California
|
$12.7M
|
+$616K
|
+13,507
|
+5%
|
|
|
6
|
Magnus Financial Group
New York
|
$9.91M
|
+$858K
|
+18,814
|
+10%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$9.81M
|
+$24K
|
+527
|
+0.2%
|
|
|
8
|
Fortress Wealth Management
Culver City,
California
|
$7.2M
|
+$4.25M
|
+93,312
|
+146%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$6.74M
|
+$1.36M
|
+29,780
|
+25%
|
|
|
10
|
Prentice Wealth Management
Rochester,
New York
|
$5.74M
|
+$192K
|
+4,219
|
+3%
|
|
|
11
|
|
$5.74M
|
+$3.05M
|
+66,978
|
+115%
|
|
|
12
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$4.57M
|
+$1.78M
|
+39,155
|
+65%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.07M
|
+$4.05M
|
+88,817
|
New
|
|
|
14
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$3.81M
|
+$803K
|
+17,622
|
+27%
|
|
|
15
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$3.81M
|
+$181K
|
+3,975
|
+5%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.73M
|
+$2.75M
|
+60,275
|
+283%
|
|
|
17
|
Delta Investment Management
San Francisco,
California
|
$3.64M
|
+$272K
|
+5,963
|
+8%
|
|
|
18
|
Paladin Advisory Group
Clive,
Iowa
|
$3.38M
|
+$3.37M
|
+73,855
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.28M
|
+$2.23M
|
+48,891
|
+215%
|
|
|
20
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$3.27M
|
+$3.25M
|
+71,339
|
New
|
|
|
21
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.26M
|
-$108K
|
-2,365
|
-3%
|
|
|
22
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.17M
|
+$47.3K
|
+1,037
|
+2%
|
|
|
23
|
HUB Investment Partners
Austin,
Texas
|
$2.51M
|
+$2.5M
|
+54,899
|
New
|
|
|
24
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$2.38M
|
+$2.37M
|
+51,968
|
New
|
|
|
25
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.26M
|
+$823K
|
+18,050
|
+58%
|
|
