|
1
|
Heritage Financial Services
Westwood,
Massachusetts
|
$98.9M
|
+$5.53M
|
+121,752
|
+6%
|
|
|
2
|
|
$83.8M
|
+$8.75M
|
+192,552
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.1M
|
+$13.6M
|
+298,375
|
+42%
|
|
|
4
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$33.7M
|
+$427K
|
+9,399
|
+1%
|
|
|
5
|
D'Orazio & Associates
Falls Church,
Virginia
|
$28.6M
|
+$3.91M
|
+86,089
|
+16%
|
|
|
6
|
Diversified
Wilmington,
Delaware
|
$26.4M
|
+$8.86M
|
+194,911
|
+51%
|
|
|
7
|
|
$24.2M
|
+$7.22M
|
+158,828
|
+43%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.1M
|
+$5.99M
|
+131,830
|
+35%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$22.3M
|
+$14M
|
+308,829
|
+171%
|
|
|
10
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$22.2M
|
+$3.16M
|
+69,528
|
+17%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.2M
|
+$3.16M
|
+69,589
|
+26%
|
|
|
12
|
Scott Capital Advisors
Portland,
Oregon
|
$15.1M
|
+$2.07M
|
+45,518
|
+16%
|
|
|
13
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$15.1M
|
+$2.15M
|
+47,324
|
+17%
|
|
|
14
|
Echo Wealth Management
Plymouth,
Minnesota
|
$14.4M
|
+$989K
|
+21,776
|
+7%
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$14.1M
|
+$10.5M
|
+231,185
|
+298%
|
|
|
16
|
Planned Solutions
Folsom,
California
|
$13.5M
|
+$39.2K
|
+862
|
+0.3%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$12.2M
|
+$9.02M
|
+198,518
|
+290%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$11.7M
|
+$9.19M
|
+202,193
|
+365%
|
|
|
19
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$11.7M
|
+$425K
|
+9,344
|
+4%
|
|
|
20
|
Magnus Financial Group
New York
|
$11.4M
|
+$543K
|
+11,945
|
+5%
|
|
|
21
|
MRA Advisory Group
Parsippany,
New Jersey
|
$10.2M
|
+$137K
|
+3,010
|
+1%
|
|
|
22
|
Fortress Wealth Management
Culver City,
California
|
$10.2M
|
-$97.9K
|
-2,154
|
-1%
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
$9.71M
|
-$395K
|
-8,690
|
-4%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$9.48M
|
+$1.1M
|
+24,306
|
+13%
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$9.21M
|
-$693K
|
-15,245
|
-7%
|
|
