|
1
|
|
$98.3M
|
+$14.2M
|
+459,046
|
+15%
|
|
|
2
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$23.4M
|
–
|
–
|
–
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.1M
|
+$3.37M
|
+109,363
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
+$273K
|
+8,857
|
+11%
|
|
|
5
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.25M
|
+$994K
|
+32,228
|
+68%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.15M
|
+$79.4K
|
+2,575
|
+4%
|
|
|
7
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.9M
|
+$1.08M
|
+34,859
|
+108%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.89M
|
+$76.8K
|
+2,490
|
+4%
|
|
|
9
|
|
$1.81M
|
+$234K
|
+7,586
|
+13%
|
|
|
10
|
New York Life Investment Management
New York
|
$1.35M
|
+$488K
|
+15,815
|
+50%
|
|
|
11
|
MAI Capital Management
Independence,
Ohio
|
$995K
|
+$1.08M
|
+35,050
|
New
|
|
|
12
|
Better Money Decisions
Santa Fe,
New Mexico
|
$978K
|
+$476K
|
+15,415
|
+81%
|
|
|
13
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$906K
|
–
|
–
|
–
|
|
|
14
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$582K
|
+$633K
|
+20,505
|
New
|
|
|
15
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$505K
|
-$46.2K
|
-1,498
|
-8%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$443K
|
+$102K
|
+3,315
|
+27%
|
|
|
17
|
Leverty Financial Group
Hudson,
Wisconsin
|
$425K
|
-$12.1K
|
-391
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$335K
|
+$67.1K
|
+2,175
|
+23%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$311K
|
+$26K
|
+844
|
+8%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$288K
|
+$92.7K
|
+3,004
|
+42%
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$270K
|
+$43K
|
+1,393
|
+17%
|
|
|
22
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$247K
|
-$1.08K
|
-35
|
-0.4%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$235K
|
+$15.9K
|
+514
|
+7%
|
|
|
24
|
KCS Wealth Advisory
Los Angeles,
California
|
$216K
|
+$234K
|
+7,600
|
New
|
|
|
25
|
Highland Financial Advisors
Wayne,
New Jersey
|
$208K
|
+$226K
|
+7,320
|
New
|
|
