|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$45M
|
+$1.42M
|
+14,170
|
+3%
|
|
|
2
|
|
$25.2M
|
+$8.45M
|
+84,511
|
+50%
|
|
|
3
|
|
$6.69M
|
+$6.77M
|
+67,776
|
+169,440%
|
|
|
4
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$4.72M
|
+$470K
|
+4,700
|
+11%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.45M
|
+$3.45M
|
+34,500
|
New
|
|
|
6
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$2.98M
|
+$500K
|
+5,000
|
+20%
|
|
|
7
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.8M
|
+$2.84M
|
+28,412
|
New
|
|
|
8
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.01M
|
+$1.02M
|
+10,195
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$952K
|
+$964K
|
+9,648
|
New
|
|
|
10
|
RFP Financial Group
Atlanta,
Georgia
|
$875K
|
-$3.67M
|
-36,725
|
-81%
|
|
|
11
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$774K
|
+$784K
|
+7,845
|
New
|
|
|
12
|
|
$700K
|
+$66.5K
|
+665
|
+10%
|
|
|
13
|
Watchman Group
Plano,
Texas
|
$694K
|
+$11.1K
|
+111
|
+2%
|
|
|
14
|
Silver Oak Advisory Group
Portland,
Oregon
|
$693K
|
+$702K
|
+7,028
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$610K
|
+$618K
|
+6,180
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$571K
|
+$175K
|
+1,753
|
+43%
|
|
|
17
|
Raymond James Trust
St. Petersburg,
Florida
|
$470K
|
-$766K
|
-7,665
|
-62%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$452K
|
+$457K
|
+4,577
|
New
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$434K
|
+$439K
|
+4,395
|
New
|
|
|
20
|
Sterling Financial Planning
Sparta,
New Jersey
|
$398K
|
+$104K
|
+1,040
|
+35%
|
|
|
21
|
Stone Summit Wealth
Miami,
Florida
|
$390K
|
+$137K
|
+1,373
|
+53%
|
|
|
22
|
|
$388K
|
+$393K
|
+3,935
|
New
|
|
|
23
|
Mayport LLC
Newton,
Massachusetts
|
$372K
|
+$377K
|
+3,770
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$360K
|
+$1.8K
|
+18
|
+0.5%
|
|
|
25
|
Firestone Capital Management
Coral Gables,
Florida
|
$285K
|
+$50.3K
|
+503
|
+21%
|
|
