|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$176M
|
-$6.12M
|
-229,072
|
-4%
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$149M
|
+$7.1M
|
+265,810
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$3.19M
|
+119,376
|
+3%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$102M
|
+$5.15M
|
+192,990
|
+6%
|
|
|
5
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$92M
|
+$3.48M
|
+130,425
|
+4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70.6M
|
+$9.43M
|
+353,167
|
+17%
|
|
|
7
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$57.1M
|
+$14.1M
|
+527,755
|
+36%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$53.1M
|
-$212K
|
-7,940
|
-0.4%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$50.7M
|
+$5.37M
|
+201,252
|
+13%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.4M
|
+$548K
|
+20,506
|
+1%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$46.2M
|
+$675K
|
+25,282
|
+2%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$44.9M
|
+$3.88M
|
+145,141
|
+10%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$39.6M
|
+$36.6M
|
+1,371,053
|
+10,435%
|
|
|
14
|
Private Ocean
San Rafael,
California
|
$37.3M
|
+$11.6M
|
+435,662
|
+50%
|
|
|
15
|
Zhang Financial
Portage,
Michigan
|
$36.9M
|
+$2.8M
|
+104,973
|
+9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$36.3M
|
-$2.9M
|
-108,755
|
-8%
|
|
|
17
|
RAM Investment Partners
Bellevue,
Washington
|
$35.9M
|
+$483K
|
+18,085
|
+1%
|
|
|
18
|
Root Financial Partners
Encinitas,
California
|
$35.7M
|
+$6.08M
|
+227,783
|
+22%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$35.7M
|
+$2.54M
|
+95,136
|
+8%
|
|
|
20
|
Spinnaker Investment Group
Newport Beach,
California
|
$33.5M
|
+$1.7M
|
+63,778
|
+6%
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$31.8M
|
+$5.23M
|
+196,063
|
+21%
|
|
|
22
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$31.1M
|
+$3.89M
|
+145,790
|
+16%
|
|
|
23
|
Arista Wealth Management
Las Vegas,
Nevada
|
$30.4M
|
-$4.16M
|
-155,895
|
-13%
|
|
|
24
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$30.3M
|
+$488K
|
+18,270
|
+2%
|
|
|
25
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$29.5M
|
+$645K
|
+24,171
|
+2%
|
|
