|
1
|
|
$98.4M
|
–
|
–
|
–
|
|
|
2
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$23.4M
|
–
|
–
|
–
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$5.63M
|
+$5.67M
|
+198,017
|
New
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.33M
|
+$3.35M
|
+117,010
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
+$138K
|
+4,809
|
+6%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.29M
|
+$179K
|
+6,245
|
+8%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.27M
|
+$13.6K
|
+473
|
+0.6%
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.91M
|
–
|
–
|
–
|
|
|
9
|
New York Life Investment Management
New York
|
$1.87M
|
+$860K
|
+30,038
|
+84%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.79M
|
-$84.8K
|
-2,959
|
-4%
|
|
|
11
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.58M
|
+$315K
|
+10,981
|
+25%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
-$2.02M
|
-70,432
|
-61%
|
|
|
13
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$1.04M
|
+$710K
|
+24,792
|
+212%
|
|
|
14
|
US Financial Advisors
Braintree,
Massachusetts
|
$988K
|
+$995K
|
+34,749
|
New
|
|
|
15
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$951K
|
+$478K
|
+16,673
|
+99%
|
|
|
16
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$908K
|
–
|
–
|
–
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$887K
|
-$113K
|
-3,957
|
-11%
|
|
|
18
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$836K
|
+$8.65K
|
+302
|
+1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$785K
|
+$791K
|
+27,607
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$668K
|
+$413K
|
+14,427
|
+159%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$623K
|
+$627K
|
+21,900
|
New
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$527K
|
+$82.1K
|
+2,865
|
+18%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$466K
|
+$36.4K
|
+1,270
|
+8%
|
|
|
24
|
Leverty Financial Group
Hudson,
Wisconsin
|
$396K
|
-$5.27K
|
-184
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$386K
|
+$54.1K
|
+1,889
|
+16%
|
|
