|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$136M
|
+$131M
|
+5,450,317
|
New
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$110M
|
+$21.8M
|
+906,264
|
+26%
|
|
|
3
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$74.2M
|
+$5.84M
|
+243,345
|
+9%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$55.9M
|
+$53.5M
|
+2,230,822
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.3M
|
+$41.1M
|
+1,714,164
|
+971%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$41.7M
|
+$9.73M
|
+405,352
|
+32%
|
|
|
7
|
Evoke Wealth
Los Angeles,
California
|
$34.9M
|
+$3.32M
|
+138,511
|
+11%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$29.2M
|
+$28M
|
+1,166,259
|
New
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29.1M
|
+$4.76M
|
+198,277
|
+21%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
-$1.14M
|
-47,528
|
-4%
|
|
|
11
|
Spinnaker Investment Group
Newport Beach,
California
|
$26.1M
|
+$820K
|
+34,178
|
+3%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$25.4M
|
+$1.32M
|
+54,799
|
+6%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$25.2M
|
+$3.63M
|
+151,101
|
+18%
|
|
|
14
|
RAM Investment Partners
Bellevue,
Washington
|
$24.1M
|
+$23.1M
|
+962,781
|
New
|
|
|
15
|
Chico Wealth RIA
Chico,
California
|
$23.4M
|
+$266K
|
+11,102
|
+1%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$23.3M
|
+$833K
|
+34,692
|
+4%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$23.1M
|
+$1.81M
|
+75,370
|
+9%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$22.7M
|
+$7.21M
|
+300,384
|
+50%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$21.1M
|
+$20.3M
|
+844,641
|
New
|
|
|
20
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$20.8M
|
+$7.05M
|
+293,891
|
+55%
|
|
|
21
|
Zhang Financial
Portage,
Michigan
|
$18.4M
|
+$11.7M
|
+488,476
|
+198%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$18.1M
|
+$8.12M
|
+338,202
|
+88%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
-$2.51M
|
-104,496
|
-13%
|
|
|
24
|
Physician Wealth Advisors
Midvale,
Utah
|
$14.3M
|
+$2.48M
|
+103,145
|
+24%
|
|
|
25
|
DecisionPoint Financial
Mesa,
Arizona
|
$14.2M
|
+$13.6M
|
+568,279
|
New
|
|
