|
1
|
|
$228M
|
+$3.25M
|
+70,930
|
+1%
|
|
|
2
|
Heritage Financial Services
Westwood,
Massachusetts
|
$112M
|
+$4.02M
|
+87,743
|
+4%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$87.7M
|
+$24.8M
|
+540,676
|
+39%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85.9M
|
+$169K
|
+3,694
|
+0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$84.4M
|
+$14.9M
|
+324,852
|
+21%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$81.3M
|
+$6.62M
|
+144,345
|
+9%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$72.1M
|
+$63.5M
|
+1,384,786
|
+708%
|
|
|
8
|
|
$61.5M
|
+$4.15M
|
+90,508
|
+7%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$45M
|
+$27M
|
+588,453
|
+147%
|
|
|
10
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$42.2M
|
+$1.9M
|
+41,502
|
+5%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$40.2M
|
-$1.35M
|
-29,500
|
-3%
|
|
|
12
|
Enclave Advisors
Austin,
Texas
|
$38M
|
+$2.88M
|
+62,870
|
+8%
|
|
|
13
|
D'Orazio & Associates
Falls Church,
Virginia
|
$36.3M
|
+$1.76M
|
+38,402
|
+5%
|
|
|
14
|
Diversified Enterprises
Wilmington,
Delaware
|
$29.2M
|
+$895K
|
+19,514
|
+3%
|
|
|
15
|
Cary Street Partners
Richmond,
Virginia
|
$28.4M
|
+$28.5M
|
+622,201
|
New
|
|
|
16
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$25.6M
|
+$1.2M
|
+26,181
|
+5%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$24.7M
|
-$911K
|
-19,872
|
-4%
|
|
|
18
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$22.6M
|
+$18.3M
|
+398,276
|
+426%
|
|
|
19
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$21.5M
|
-$871
|
-19
|
-0%
|
|
|
20
|
Planned Solutions
Folsom,
California
|
$21.1M
|
+$6.82M
|
+148,726
|
+47%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$20.8M
|
+$20.9M
|
+456,463
|
New
|
|
|
22
|
Echo Wealth Management
Plymouth,
Minnesota
|
$20.1M
|
+$262K
|
+5,719
|
+1%
|
|
|
23
|
TPG Financial Advisors
Portland,
Oregon
|
$19.9M
|
+$828K
|
+18,064
|
+4%
|
|
|
24
|
Longview Asset Management (California)
San Rafael,
California
|
$19.7M
|
+$19.8M
|
+432,089
|
New
|
|
|
25
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$17.9M
|
+$734K
|
+16,014
|
+4%
|
|
