|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$166M
|
+$3.53M
|
+129,889
|
+2%
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$131M
|
+$5.16M
|
+190,011
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$117M
|
+$9.9M
|
+364,315
|
+9%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$88.3M
|
+$8.83M
|
+324,889
|
+11%
|
|
|
5
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$80.4M
|
+$1.6M
|
+59,070
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.1M
|
+$2.67M
|
+98,426
|
+5%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$48.6M
|
-$1.21M
|
-44,435
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.8M
|
+$3.45M
|
+126,989
|
+9%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$41.5M
|
+$7.03M
|
+258,688
|
+19%
|
|
|
10
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$41M
|
+$42.6M
|
+1,569,761
|
New
|
|
|
11
|
Evoke Wealth
Los Angeles,
California
|
$38.8M
|
+$2.22M
|
+81,582
|
+6%
|
|
|
12
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$38.2M
|
+$11M
|
+403,750
|
+38%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$37.1M
|
+$3.14M
|
+115,578
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$35.9M
|
+$4.95M
|
+182,099
|
+15%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$32.2M
|
+$1.63M
|
+60,163
|
+5%
|
|
|
16
|
Arista Wealth Management
Las Vegas,
Nevada
|
$31.8M
|
+$3.02M
|
+111,131
|
+10%
|
|
|
17
|
Zhang Financial
Portage,
Michigan
|
$30.9M
|
+$5.28M
|
+194,470
|
+20%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.1M
|
+$1.41M
|
+51,799
|
+5%
|
|
|
19
|
Spinnaker Investment Group
Newport Beach,
California
|
$28.9M
|
+$1.06M
|
+39,189
|
+4%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$27.2M
|
-$227K
|
-8,359
|
-0.8%
|
|
|
21
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$27.1M
|
+$2.03M
|
+74,845
|
+8%
|
|
|
22
|
Root Financial Partners
Encinitas,
California
|
$26.6M
|
+$3.54M
|
+130,369
|
+15%
|
|
|
23
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$26.3M
|
+$593K
|
+21,835
|
+2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.4M
|
+$20.9M
|
+768,426
|
+379%
|
|
|
25
|
|
$25.3M
|
-$54.3M
|
-1,999,756
|
-67%
|
|
