|
1
|
SYM Financial Corp
Winona Lake,
Indiana
|
$200M
|
+$2.06M
|
+67,148
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$28.4M
|
+927,615
|
+18%
|
|
|
3
|
Cable Hill Partners
Portland,
Oregon
|
$173M
|
-$921K
|
-30,090
|
-0.6%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$137M
|
+$2.31M
|
+75,354
|
+2%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$134M
|
+$2.12M
|
+69,335
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$120M
|
+$64.3M
|
+2,100,771
|
+126%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$112M
|
+$3.15M
|
+102,920
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110M
|
+$26.7M
|
+873,425
|
+34%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$88M
|
+$14.6M
|
+475,919
|
+21%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$87M
|
+$2.64M
|
+86,242
|
+3%
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$85.3M
|
+$64.9M
|
+2,121,966
|
+390%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$77.1M
|
+$3.41M
|
+111,555
|
+5%
|
|
|
13
|
Root Financial Partners
Encinitas,
California
|
$77.1M
|
+$18.5M
|
+603,208
|
+33%
|
|
|
14
|
Clearstead Advisors
Cleveland,
Ohio
|
$75.1M
|
+$15.1M
|
+492,748
|
+26%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$72.4M
|
+$4.54M
|
+148,249
|
+7%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$70.3M
|
-$7.9M
|
-258,178
|
-10%
|
|
|
17
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$65M
|
+$256K
|
+8,371
|
+0.4%
|
|
|
18
|
LVZ Inc
Holland,
Michigan
|
$60M
|
+$45.7K
|
+1,493
|
+0.1%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$58M
|
+$2.38M
|
+77,867
|
+4%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$57.7M
|
+$51M
|
+1,667,232
|
+1,116%
|
|
|
21
|
Evoke Wealth
Los Angeles,
California
|
$56.4M
|
+$53.2M
|
+1,738,380
|
+4,681%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$51.7M
|
+$1.13M
|
+36,815
|
+2%
|
|
|
23
|
WNY Asset Management
Williamsville,
New York
|
$51.3M
|
+$17.9M
|
+585,527
|
+57%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$50M
|
+$48.2M
|
+1,573,731
|
New
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$47.9M
|
+$3.7M
|
+121,010
|
+9%
|
|
