|
1
|
Heritage Financial Services
Westwood,
Massachusetts
|
$90.8M
|
+$6.47M
|
+144,465
|
+8%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$32.3M
|
+$1.59M
|
+35,534
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.7M
|
+$1.9M
|
+42,527
|
+7%
|
|
|
4
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$20.3M
|
+$3.23M
|
+72,142
|
+19%
|
|
|
5
|
|
$19.6M
|
+$19.7M
|
+440,458
|
New
|
|
|
6
|
TPG Financial Advisors
Portland,
Oregon
|
$16.8M
|
+$825K
|
+18,427
|
+5%
|
|
|
7
|
Diversified
Wilmington,
Delaware
|
$16.5M
|
+$830K
|
+18,524
|
+5%
|
|
|
8
|
Planned Solutions
Folsom,
California
|
$13M
|
+$354K
|
+7,913
|
+3%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.5M
|
+$5.45M
|
+121,697
|
+106%
|
|
|
10
|
Fortress Wealth Management
Culver City,
California
|
$10.2M
|
+$684K
|
+15,268
|
+7%
|
|
|
11
|
Magnus Financial Group
New York
|
$10.1M
|
+$219K
|
+4,878
|
+2%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$9.96M
|
+$300K
|
+6,692
|
+3%
|
|
|
13
|
|
$9.39M
|
-$2.97M
|
-66,363
|
-24%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.38M
|
+$3.6M
|
+80,418
|
+61%
|
|
|
15
|
Family Asset Management
Charleston,
South Carolina
|
$8.67M
|
-$3.13M
|
-69,790
|
-26%
|
|
|
16
|
D'Orazio & Associates
Falls Church,
Virginia
|
$8.64M
|
+$5.5M
|
+122,853
|
+171%
|
|
|
17
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$7.21M
|
+$6.39M
|
+142,650
|
+720%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$6.82M
|
+$25.9K
|
+579
|
+0.4%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$6.53M
|
+$6.59M
|
+147,041
|
New
|
|
|
20
|
Lodestar Private Asset Management
Alamo,
California
|
$5.58M
|
+$2.76M
|
+61,724
|
+97%
|
|
|
21
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$5.03M
|
+$2.62M
|
+58,590
|
+107%
|
|
|
22
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$4.96M
|
+$304K
|
+6,786
|
+6%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.83M
|
+$246K
|
+5,495
|
+5%
|
|
|
24
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.48M
|
+$299K
|
+6,677
|
+7%
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.47M
|
+$596K
|
+13,297
|
+15%
|
|
