|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$27.8M
|
–
|
–
|
–
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$25.4M
|
+$23.9M
|
+752,564
|
New
|
|
|
3
|
Becker Capital Management
Portland,
Oregon
|
$4.08M
|
+$3.83M
|
+120,629
|
New
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.79M
|
-$177K
|
-5,571
|
-5%
|
|
|
5
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$3.06M
|
+$328K
|
+10,323
|
+13%
|
|
|
6
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.87M
|
+$13.4K
|
+423
|
+0.5%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.84M
|
+$10.3K
|
+325
|
+0.4%
|
|
|
8
|
|
$2.78M
|
+$2.61M
|
+82,143
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.39M
|
+$19K
|
+600
|
+0.9%
|
|
|
10
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.28M
|
-$41.9K
|
-1,320
|
-2%
|
|
|
11
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.27M
|
–
|
–
|
–
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.76M
|
-$8.79K
|
-277
|
-0.5%
|
|
|
13
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.15M
|
-$105K
|
-3,314
|
-9%
|
|
|
14
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.09M
|
–
|
–
|
–
|
|
|
15
|
Gould Asset Management
Claremont,
California
|
$813K
|
+$68.4K
|
+2,155
|
+10%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$813K
|
+$36.8K
|
+1,158
|
+5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$770K
|
+$561K
|
+17,682
|
+347%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$738K
|
-$32.2K
|
-1,015
|
-4%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$586K
|
-$29.6K
|
-932
|
-5%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$518K
|
-$317
|
-10
|
-0.1%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$502K
|
+$101K
|
+3,196
|
+27%
|
|
|
22
|
Leverty Financial Group
Hudson,
Wisconsin
|
$471K
|
–
|
–
|
–
|
|
|
23
|
New York Life Investment Management
New York
|
$439K
|
-$116K
|
-3,656
|
-22%
|
|
|
24
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$396K
|
-$29.8K
|
-940
|
-7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$387K
|
+$33K
|
+1,041
|
+10%
|
|
