|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$184M
|
-$1.63M
|
-56,215
|
-0.9%
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$149M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
+$3M
|
+103,509
|
+2%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$116M
|
+$8M
|
+276,396
|
+8%
|
|
|
5
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$101M
|
+$3.53M
|
+121,916
|
+4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76.5M
|
+$1.96M
|
+67,777
|
+3%
|
|
|
7
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$60.3M
|
+$120K
|
+4,133
|
+0.2%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$59.1M
|
+$16.6M
|
+571,620
|
+41%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$56.6M
|
+$504K
|
+17,412
|
+0.9%
|
|
|
10
|
First National Bank of Omaha
Omaha,
Nebraska
|
$56.1M
|
+$52M
|
+1,796,986
|
New
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$55.6M
|
+$6.55M
|
+226,039
|
+14%
|
|
|
12
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$54.8M
|
+$1.27M
|
+43,995
|
+2%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$52.2M
|
+$26.6M
|
+918,457
|
+113%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$49.5M
|
+$2.12M
|
+73,239
|
+5%
|
|
|
15
|
Evoke Wealth
Los Angeles,
California
|
$47.3M
|
+$45.4M
|
+1,566,652
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$46.2M
|
+$24.1M
|
+830,797
|
+119%
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$45.4M
|
+$5.82M
|
+201,076
|
+15%
|
|
|
18
|
Root Financial Partners
Encinitas,
California
|
$43.6M
|
+$5.64M
|
+194,696
|
+16%
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$43.3M
|
+$9.27M
|
+319,986
|
+29%
|
|
|
20
|
Zhang Financial
Portage,
Michigan
|
$42.6M
|
+$3.51M
|
+121,182
|
+9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.2M
|
-$7.46M
|
-257,685
|
-16%
|
|
|
22
|
RAM Investment Partners
Bellevue,
Washington
|
$40.4M
|
+$2.48M
|
+85,535
|
+7%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.1M
|
+$9.61M
|
+331,953
|
+33%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$40.1M
|
+$18M
|
+620,843
|
+88%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$39.1M
|
+$1.31M
|
+45,358
|
+4%
|
|
