|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$979M
|
+$963M
|
+31,776,656
|
+6,241%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$194M
|
+$10.4M
|
+343,875
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
-$1.32M
|
-43,605
|
-0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$67.3M
|
+2,218,494
|
+59%
|
|
|
5
|
Cable Hill Partners
Portland,
Oregon
|
$163M
|
+$4.23M
|
+139,429
|
+3%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$123M
|
-$343K
|
-11,328
|
-0.3%
|
|
|
7
|
&Partners
Nashville,
Tennessee
|
$122M
|
+$44.3M
|
+1,460,745
|
+55%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$115M
|
-$11.8M
|
-390,756
|
-9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106M
|
+$5.64M
|
+186,147
|
+5%
|
|
|
10
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$105M
|
+$1.97M
|
+65,108
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$92.4M
|
+$12.9M
|
+426,745
|
+16%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$91.1M
|
+$21.1M
|
+694,749
|
+29%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$87.1M
|
+$6.47M
|
+213,511
|
+8%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$73.8M
|
+$3.07M
|
+101,302
|
+4%
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$73.5M
|
+$4.73M
|
+155,974
|
+7%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$71.1M
|
+$4.85M
|
+159,938
|
+7%
|
|
|
17
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$62.6M
|
+$2.95M
|
+97,356
|
+5%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$62.4M
|
+$9.69M
|
+319,497
|
+18%
|
|
|
19
|
LVZ Inc
Holland,
Michigan
|
$56.7M
|
+$1.58M
|
+52,075
|
+3%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$54.2M
|
+$946K
|
+31,190
|
+2%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$54.1M
|
+$6.76M
|
+222,972
|
+14%
|
|
|
22
|
Evoke Wealth
Los Angeles,
California
|
$53.8M
|
+$2.04M
|
+67,287
|
+4%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$51.4M
|
+$5.7M
|
+188,085
|
+12%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.9M
|
+$5.21M
|
+171,890
|
+11%
|
|
|
25
|
WNY Asset Management
Williamsville,
New York
|
$47.8M
|
+$768K
|
+25,335
|
+2%
|
|
