|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$185M
|
+$4.4M
|
+146,736
|
+2%
|
|
|
2
|
Cable Hill Partners
Portland,
Oregon
|
$162M
|
+$5.69M
|
+189,551
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
+$12.6M
|
+418,654
|
+9%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$126M
|
+$75.4M
|
+2,514,107
|
+145%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$123M
|
+$8.58M
|
+286,036
|
+7%
|
|
|
6
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$102M
|
+$2.98M
|
+99,298
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$78.7M
|
+$41.5M
|
+1,384,266
|
+109%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76.5M
|
+$1.36M
|
+45,217
|
+2%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$73.3M
|
+$73.7M
|
+2,456,370
|
+19,022%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$68.7M
|
+$10.8M
|
+359,827
|
+18%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$68M
|
+$44.6M
|
+1,484,995
|
+184%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$63.2M
|
+$8.68M
|
+289,185
|
+16%
|
|
|
13
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$60.4M
|
+$1.2M
|
+39,902
|
+2%
|
|
|
14
|
LVZ Inc
Holland,
Michigan
|
$56M
|
+$475K
|
+15,843
|
+0.8%
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$55.5M
|
+$55.6M
|
+1,853,508
|
+11,972%
|
|
|
16
|
Root Financial Partners
Encinitas,
California
|
$54.1M
|
+$11.4M
|
+380,378
|
+26%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$51.9M
|
+$3.26M
|
+108,636
|
+7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.5M
|
+$24.8M
|
+825,053
|
+98%
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$47.6M
|
+$3.1M
|
+103,202
|
+7%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$47.2M
|
+$1.9M
|
+63,384
|
+4%
|
|
|
21
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$46.3M
|
+$17.9M
|
+596,232
|
+62%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$46.2M
|
+$6.93M
|
+230,874
|
+17%
|
|
|
23
|
McIlrath & Eck
Arlington,
Washington
|
$43.5M
|
+$1.05M
|
+34,882
|
+2%
|
|
|
24
|
Zhang Financial
Portage,
Michigan
|
$43.4M
|
+$1.62M
|
+54,049
|
+4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.9M
|
+$2.46M
|
+81,889
|
+6%
|
|
