|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$154M
|
+$7.02M
|
+264,335
|
+5%
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$125M
|
+$6.22M
|
+234,223
|
+5%
|
|
|
3
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$80.2M
|
+$283K
|
+10,654
|
+0.4%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$73.3M
|
+$13M
|
+488,177
|
+22%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.2M
|
+$8.12M
|
+305,534
|
+16%
|
|
|
6
|
|
$57.1M
|
+$55M
|
+2,068,977
|
+4,033%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$51.9M
|
+$50.4M
|
+1,898,828
|
+7,338%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$49.3M
|
+$4.35M
|
+163,929
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$37.4M
|
+$27.8M
|
+1,046,491
|
+305%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$37M
|
-$621K
|
-23,391
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.5M
|
+$4.13M
|
+155,337
|
+15%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$31.9M
|
+$4.46M
|
+167,982
|
+17%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.8M
|
-$511K
|
-19,221
|
-2%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$29.1M
|
+$1.98M
|
+74,449
|
+7%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$28.4M
|
+$2.38M
|
+89,403
|
+9%
|
|
|
16
|
Spinnaker Investment Group
Newport Beach,
California
|
$28.2M
|
+$86K
|
+3,237
|
+0.3%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$27.8M
|
+$8.25M
|
+310,546
|
+43%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
$26.5M
|
+$1.59M
|
+59,731
|
+6%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$25M
|
+$2.25M
|
+84,558
|
+10%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$24.9M
|
+$487K
|
+18,340
|
+2%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$24.5M
|
+$2.03M
|
+76,457
|
+9%
|
|
|
22
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$24.4M
|
-$701K
|
-26,395
|
-3%
|
|
|
23
|
Zhang Financial
Portage,
Michigan
|
$23.1M
|
+$3.25M
|
+122,268
|
+17%
|
|
|
24
|
Chico Wealth RIA
Chico,
California
|
$20.6M
|
-$4.5M
|
-169,429
|
-18%
|
|
|
25
|
Root Financial Partners
Encinitas,
California
|
$20.5M
|
+$20.2M
|
+761,611
|
New
|
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