|
1
|
Prudential Financial
Newark,
New Jersey
|
$586M
|
+$579M
|
+18,753,651
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$232M
|
+$44.7M
|
+1,446,475
|
+24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$219M
|
+$31.2M
|
+1,010,199
|
+17%
|
|
|
4
|
SYM Financial Corp
Winona Lake,
Indiana
|
$208M
|
+$700K
|
+22,657
|
+0.3%
|
|
|
5
|
Cable Hill Partners
Portland,
Oregon
|
$185M
|
+$4.14M
|
+133,966
|
+2%
|
|
|
6
|
&Partners
Nashville,
Tennessee
|
$179M
|
+$47.1M
|
+1,526,551
|
+37%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$153M
|
+$30M
|
+972,175
|
+25%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122M
|
+$8.21M
|
+265,823
|
+7%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$119M
|
-$12M
|
-388,455
|
-9%
|
|
|
10
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$114M
|
+$1.6M
|
+51,882
|
+1%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$103M
|
+$5.63M
|
+182,384
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$101M
|
+$2.43M
|
+78,676
|
+2%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$90.7M
|
-$2.37M
|
-76,648
|
-3%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$89.8M
|
+$13.6M
|
+440,018
|
+18%
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$81.3M
|
+$2.66M
|
+86,039
|
+3%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$78.8M
|
-$140K
|
-4,550
|
-0.2%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$69.9M
|
+$3.16M
|
+102,371
|
+5%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$69.7M
|
+$52.7M
|
+1,705,734
|
+324%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$66.7M
|
-$225K
|
-7,295
|
-0.3%
|
|
|
20
|
LVZ Inc
Holland,
Michigan
|
$64.5M
|
+$3.8M
|
+122,976
|
+6%
|
|
|
21
|
Evoke Wealth
Los Angeles,
California
|
$62.9M
|
+$5.32M
|
+172,322
|
+9%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$57.5M
|
+$7.34M
|
+237,729
|
+15%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$57.4M
|
+$2.32M
|
+74,982
|
+4%
|
|
|
24
|
First National Bank of Omaha
Omaha,
Nebraska
|
$56.1M
|
+$10.8M
|
+350,478
|
+24%
|
|
|
25
|
Zhang Financial
Portage,
Michigan
|
$51.9M
|
+$2.89M
|
+93,764
|
+6%
|
|
