|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$26.7M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$6.12M
|
+$2.27M
|
+67,095
|
+56%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$4.18M
|
-$21.1M
|
-623,712
|
-83%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.62M
|
-$20.3K
|
-600
|
-0.5%
|
|
|
5
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$3.39M
|
+$474K
|
+13,991
|
+15%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.89M
|
+$175K
|
+5,170
|
+6%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.75M
|
-$3.39K
|
-100
|
-0.1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
+$42.6K
|
+1,259
|
+2%
|
|
|
9
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.26M
|
+$72.6K
|
+2,144
|
+3%
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.18M
|
–
|
–
|
–
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.69M
|
+$8.84K
|
+261
|
+0.5%
|
|
|
12
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.18M
|
+$83.6K
|
+2,469
|
+7%
|
|
|
13
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.05M
|
-$576
|
-17
|
-0.1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$803K
|
+$24.8K
|
+732
|
+3%
|
|
|
15
|
Gould Asset Management
Claremont,
California
|
$712K
|
-$70.8K
|
-2,090
|
-9%
|
|
|
16
|
|
$711K
|
-$2.04M
|
-60,223
|
-73%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$706K
|
-$34.4K
|
-1,015
|
-4%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$701K
|
-$7.62K
|
-225
|
-1%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$571K
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$527K
|
+$48.3K
|
+1,426
|
+10%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$515K
|
+$240K
|
+7,087
|
+81%
|
|
|
22
|
New York Life Investment Management
New York
|
$495K
|
+$77.3K
|
+2,282
|
+18%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$486K
|
-$11.7K
|
-346
|
-2%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$469K
|
+$489K
|
+14,453
|
New
|
|
|
25
|
Tarbox Family Office
Newport Beach,
California
|
$454K
|
+$474K
|
+13,998
|
New
|
|
