|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$25.4M
|
–
|
–
|
–
|
|
|
2
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.64M
|
+$19.4K
|
+648
|
+0.6%
|
|
|
3
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.61M
|
+$134K
|
+4,491
|
+6%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.58M
|
+$90.9K
|
+3,035
|
+4%
|
|
|
5
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$2.48M
|
+$1.31M
|
+43,646
|
+120%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
-$360K
|
-12,041
|
-15%
|
|
|
7
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.12M
|
+$394K
|
+13,165
|
+24%
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.07M
|
–
|
–
|
–
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.61M
|
-$327K
|
-10,927
|
-17%
|
|
|
10
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.15M
|
+$75.7K
|
+2,528
|
+7%
|
|
|
11
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$999K
|
+$87.5K
|
+2,924
|
+10%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$707K
|
-$660K
|
-22,037
|
-49%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$706K
|
-$250K
|
-8,337
|
-27%
|
|
|
14
|
Gould Asset Management
Claremont,
California
|
$677K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$599K
|
-$246K
|
-8,205
|
-30%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$563K
|
+$1.41K
|
+47
|
+0.3%
|
|
|
17
|
New York Life Investment Management
New York
|
$514K
|
-$1.47M
|
-49,145
|
-75%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$474K
|
-$31.9K
|
-1,064
|
-6%
|
|
|
19
|
Leverty Financial Group
Hudson,
Wisconsin
|
$430K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$397K
|
+$385K
|
+12,852
|
New
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$391K
|
–
|
–
|
–
|
|
|
22
|
Highland Financial Advisors
Wayne,
New Jersey
|
$363K
|
-$509
|
-17
|
-0.1%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$360K
|
+$30.4K
|
+1,017
|
+10%
|
|
|
24
|
Gries Financial
Cleveland,
Ohio
|
$325K
|
-$41.9K
|
-1,400
|
-12%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$325K
|
-$41.9K
|
-1,400
|
-12%
|
|
