|
1
|
|
$229M
|
+$133M
|
+2,894,852
|
+142%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$110M
|
+$5.12M
|
+111,564
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.2M
|
-$1.36M
|
-29,717
|
-2%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$76M
|
+$4.47M
|
+97,513
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$70.8M
|
+$14.5M
|
+315,506
|
+26%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$64.1M
|
+$24.8M
|
+540,935
|
+64%
|
|
|
7
|
|
$58.3M
|
+$22.1M
|
+482,428
|
+62%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$42.3M
|
+$4.93M
|
+107,472
|
+13%
|
|
|
9
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$41M
|
+$5.76M
|
+125,592
|
+17%
|
|
|
10
|
Enclave Advisors
Austin,
Texas
|
$35.7M
|
+$35.3M
|
+769,558
|
New
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$35.1M
|
+$3.08M
|
+67,039
|
+10%
|
|
|
12
|
Diversified
Wilmington,
Delaware
|
$28.8M
|
+$873K
|
+19,036
|
+3%
|
|
|
13
|
Diversified Enterprises
Wilmington,
Delaware
|
$28.8M
|
+$28.5M
|
+620,213
|
New
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$26M
|
+$3.59M
|
+78,331
|
+16%
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$24.8M
|
+$6.68M
|
+145,693
|
+38%
|
|
|
16
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$21.8M
|
-$846K
|
-18,436
|
-4%
|
|
|
17
|
Echo Wealth Management
Plymouth,
Minnesota
|
$19.9M
|
+$3.6M
|
+78,505
|
+22%
|
|
|
18
|
TPG Financial Advisors
Portland,
Oregon
|
$19.4M
|
+$28.3K
|
+616
|
+0.1%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$18.5M
|
+$2.68M
|
+58,498
|
+17%
|
|
|
20
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$17.5M
|
+$976K
|
+21,280
|
+6%
|
|
|
21
|
Scott Capital Advisors
Portland,
Oregon
|
$16.2M
|
+$428K
|
+9,322
|
+3%
|
|
|
22
|
Planned Solutions
Folsom,
California
|
$14.5M
|
+$523K
|
+11,404
|
+4%
|
|
|
23
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$14M
|
+$13.9M
|
+302,160
|
New
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$14M
|
+$3.11M
|
+67,864
|
+29%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$13.4M
|
+$622K
|
+13,569
|
+5%
|
|
