|
1
|
|
$103M
|
+$102M
|
+3,002,105
|
New
|
|
|
2
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$28.3M
|
-$287M
|
-8,444,941
|
-91%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$4.57M
|
-$2.67M
|
-78,423
|
-36%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$2.93M
|
-$307K
|
-9,011
|
-10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.84M
|
+$1.76M
|
+51,757
|
+168%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.51M
|
+$1.51M
|
+44,423
|
+155%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.21M
|
–
|
–
|
–
|
|
|
8
|
|
$1.93M
|
+$1.22M
|
+35,752
|
+174%
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.62M
|
–
|
–
|
–
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.11M
|
+$74.5K
|
+2,187
|
+7%
|
|
|
11
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.1M
|
–
|
–
|
–
|
|
|
12
|
New York Life Investment Management
New York
|
$1.09M
|
+$53K
|
+1,556
|
+5%
|
|
|
13
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$663K
|
+$657K
|
+19,294
|
New
|
|
|
14
|
Better Money Decisions
Santa Fe,
New Mexico
|
$654K
|
+$26.7K
|
+783
|
+4%
|
|
|
15
|
Leverty Financial Group
Hudson,
Wisconsin
|
$528K
|
+$524K
|
+15,379
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$501K
|
+$496K
|
+14,580
|
New
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$422K
|
+$418K
|
+12,273
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$348K
|
+$151K
|
+4,427
|
+78%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$331K
|
+$327K
|
+9,620
|
New
|
|
|
20
|
|
$327K
|
+$324K
|
+9,522
|
New
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$300K
|
+$6.91K
|
+203
|
+2%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$279K
|
–
|
–
|
–
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$267K
|
-$31.8K
|
-934
|
-11%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$245K
|
-$3.81K
|
-112
|
-2%
|
|
|
25
|
Sanford Advisory Services
Portage,
Michigan
|
$201K
|
–
|
–
|
–
|
|
