|
1
|
Heritage Financial Services
Westwood,
Massachusetts
|
$85.9M
|
+$6.3M
|
+138,383
|
+8%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$31.2M
|
+$3.95M
|
+86,764
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$28.2M
|
+618,894
|
+7,445%
|
|
|
4
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$17.4M
|
+$560K
|
+12,297
|
+3%
|
|
|
5
|
TPG Financial Advisors
Portland,
Oregon
|
$16.3M
|
-$675K
|
-14,828
|
-4%
|
|
|
6
|
Diversified
Wilmington,
Delaware
|
$16M
|
+$16.1M
|
+353,455
|
New
|
|
|
7
|
Planned Solutions
Folsom,
California
|
$12.9M
|
+$410K
|
+8,996
|
+3%
|
|
|
8
|
|
$12.6M
|
+$6.94M
|
+152,429
|
+122%
|
|
|
9
|
Family Asset Management
Charleston,
South Carolina
|
$12M
|
+$12.1M
|
+264,971
|
+2,038,238%
|
|
|
10
|
Magnus Financial Group
New York
|
$10.1M
|
+$282K
|
+6,193
|
+3%
|
|
|
11
|
Financial Management Professionals
Austin,
Texas
|
$9.84M
|
+$148K
|
+3,257
|
+2%
|
|
|
12
|
Fortress Wealth Management
Culver City,
California
|
$9.7M
|
+$2.6M
|
+57,166
|
+36%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$6.92M
|
+$266K
|
+5,834
|
+4%
|
|
|
14
|
Prentice Wealth Management
Rochester,
New York
|
$5.93M
|
+$258K
|
+5,657
|
+5%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.92M
|
+$4.37M
|
+95,970
|
+274%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.17M
|
+$3.63M
|
+79,755
|
+231%
|
|
|
17
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$4.75M
|
+$235K
|
+5,162
|
+5%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.67M
|
+$991K
|
+21,775
|
+27%
|
|
|
19
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.37M
|
+$609K
|
+13,387
|
+16%
|
|
|
20
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.26M
|
+$507K
|
+11,136
|
+13%
|
|
|
21
|
Delta Investment Management
San Francisco,
California
|
$3.97M
|
+$385K
|
+8,457
|
+11%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.95M
|
-$60.8K
|
-1,336
|
-2%
|
|
|
23
|
Paladin Advisory Group
Clive,
Iowa
|
$3.44M
|
+$97.7K
|
+2,146
|
+3%
|
|
|
24
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$3.29M
|
+$62.5K
|
+1,373
|
+2%
|
|
|
25
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.24M
|
+$26.4K
|
+580
|
+0.8%
|
|
