|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$171M
|
+$14.5M
|
+531,528
|
+9%
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$132M
|
+$4.87M
|
+177,862
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$62.2M
|
+2,274,203
|
+124%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$83.5M
|
+$9.25M
|
+337,948
|
+12%
|
|
|
5
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$82.6M
|
+$1.27M
|
+46,491
|
+2%
|
|
|
6
|
|
$81.1M
|
+$23.2M
|
+847,727
|
+40%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55M
|
-$5.02M
|
-183,552
|
-8%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$52.1M
|
-$503K
|
-18,385
|
-1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.3M
|
+$7.3M
|
+266,605
|
+22%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$38.4M
|
+$899K
|
+32,858
|
+2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$36.3M
|
+$4.03M
|
+147,319
|
+12%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$35.7M
|
+$6.13M
|
+224,053
|
+21%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
-$5.32M
|
-194,527
|
-14%
|
|
|
14
|
RAM Investment Partners
Bellevue,
Washington
|
$32.1M
|
+$3.34M
|
+121,948
|
+12%
|
|
|
15
|
Arista Wealth Management
Las Vegas,
Nevada
|
$30.2M
|
+$20.1M
|
+734,513
|
+198%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30M
|
-$1.18M
|
-43,111
|
-4%
|
|
|
17
|
Spinnaker Investment Group
Newport Beach,
California
|
$29.3M
|
+$545K
|
+19,912
|
+2%
|
|
|
18
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$29M
|
+$3.61M
|
+131,897
|
+14%
|
|
|
19
|
Mather Group
Chicago,
Illinois
|
$28.6M
|
+$1.81M
|
+66,165
|
+7%
|
|
|
20
|
Zhang Financial
Portage,
Michigan
|
$27M
|
+$3.58M
|
+130,833
|
+15%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$26.9M
|
+$2.12M
|
+77,389
|
+9%
|
|
|
22
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$26.4M
|
+$25.9M
|
+947,166
|
+5,452%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$25.7M
|
+$407K
|
+14,879
|
+2%
|
|
|
24
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$24.6M
|
-$99.7K
|
-3,643
|
-0.4%
|
|
|
25
|
Root Financial Partners
Encinitas,
California
|
$24.3M
|
+$3.49M
|
+127,427
|
+17%
|
|
