|
1
|
Heritage Financial Services
Westwood,
Massachusetts
|
$103M
|
+$3.83M
|
+84,646
|
+4%
|
|
|
2
|
|
$92.5M
|
+$8.84M
|
+195,402
|
+11%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86.8M
|
+$81.3M
|
+1,797,467
|
+1,612%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$70M
|
+$69.6M
|
+1,539,918
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$55M
|
+$8.97M
|
+198,460
|
+20%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$38.2M
|
+$15.9M
|
+351,055
|
+72%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$36.5M
|
+$13.4M
|
+296,716
|
+59%
|
|
|
8
|
|
$35.2M
|
+$11.1M
|
+244,455
|
+46%
|
|
|
9
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$34.4M
|
+$828K
|
+18,308
|
+2%
|
|
|
10
|
D'Orazio & Associates
Falls Church,
Virginia
|
$31.3M
|
+$2.77M
|
+61,286
|
+10%
|
|
|
11
|
Diversified
Wilmington,
Delaware
|
$27.3M
|
+$959K
|
+21,215
|
+4%
|
|
|
12
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$22.2M
|
+$114K
|
+2,527
|
+0.5%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$22M
|
+$6.71M
|
+148,409
|
+44%
|
|
|
14
|
TPG Financial Advisors
Portland,
Oregon
|
$19M
|
+$18.9M
|
+418,326
|
New
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$17.6M
|
+$3.59M
|
+79,407
|
+26%
|
|
|
16
|
Echo Wealth Management
Plymouth,
Minnesota
|
$16.2M
|
+$1.79M
|
+39,487
|
+12%
|
|
|
17
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$16.1M
|
+$1.12M
|
+24,739
|
+7%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$15.5M
|
+$3.75M
|
+82,827
|
+32%
|
|
|
19
|
Scott Capital Advisors
Portland,
Oregon
|
$15.4M
|
+$277K
|
+6,118
|
+2%
|
|
|
20
|
Planned Solutions
Folsom,
California
|
$13.7M
|
+$227K
|
+5,017
|
+2%
|
|
|
21
|
Smith, Moore & Co
Clayton,
Missouri
|
$12.5M
|
+$382K
|
+8,453
|
+3%
|
|
|
22
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$12.1M
|
+$445K
|
+9,848
|
+4%
|
|
|
23
|
Magnus Financial Group
New York
|
$12M
|
+$580K
|
+12,838
|
+5%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11.4M
|
+$1.98M
|
+43,720
|
+21%
|
|
|
25
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$10.6M
|
+$4.33M
|
+95,787
|
+69%
|
|
