|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$340M
|
+$218M
|
+6,145,074
|
+197%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$7.94M
|
+$5.08M
|
+143,408
|
+197%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.46M
|
+$2.87M
|
+80,989
|
+609%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.36M
|
-$50.5K
|
-1,425
|
-2%
|
|
|
5
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.73M
|
+$1.67M
|
+47,146
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
+$1.29M
|
+36,398
|
+5,353%
|
|
|
7
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.17M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$66.1K
|
+1,866
|
+6%
|
|
|
9
|
New York Life Investment Management
New York
|
$1.11M
|
-$672K
|
-18,967
|
-39%
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.1M
|
–
|
–
|
–
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
+$1.91K
|
+54
|
+0.2%
|
|
|
12
|
|
$753K
|
-$429K
|
-12,112
|
-37%
|
|
|
13
|
Better Money Decisions
Santa Fe,
New Mexico
|
$670K
|
+$647K
|
+18,252
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$391K
|
+$324K
|
+9,131
|
+601%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$319K
|
+$4.86K
|
+137
|
+2%
|
|
|
16
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$313K
|
+$45.4K
|
+1,281
|
+18%
|
|
|
17
|
Merriman Wealth Management
Seattle,
Washington
|
$299K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$266K
|
+$257K
|
+7,252
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$218K
|
+$211K
|
+5,939
|
New
|
|
|
20
|
Sanford Advisory Services
Portage,
Michigan
|
$215K
|
+$207K
|
+5,853
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$209K
|
+$202K
|
+5,699
|
New
|
|
|
22
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$165K
|
+$159K
|
+4,495
|
New
|
|
|
23
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$73.6K
|
–
|
–
|
–
|
|
|
24
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$65K
|
+$7.44K
|
+210
|
+14%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$15K
|
+$14.2K
|
+401
|
New
|
|
