|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$29.9M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$8.16M
|
+$1.24M
|
+36,470
|
+19%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$4.42M
|
-$252K
|
-7,404
|
-6%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.09M
|
+$32.2K
|
+947
|
+0.8%
|
|
|
5
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.52M
|
+$921K
|
+27,107
|
+39%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.25M
|
–
|
–
|
–
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.08M
|
+$68
|
+2
|
+0%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64M
|
+$22.1K
|
+650
|
+0.9%
|
|
|
9
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.44M
|
–
|
–
|
–
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$2.41M
|
+$2.25M
|
+66,218
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.82M
|
-$71.5K
|
-2,104
|
-4%
|
|
|
12
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.44M
|
+$102K
|
+3,012
|
+8%
|
|
|
13
|
Financial Council
Towson,
Maryland
|
$1.25M
|
+$1.16M
|
+34,217
|
New
|
|
|
14
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.22M
|
+$37.8K
|
+1,113
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$639K
|
+18,812
|
+138%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$1.08M
|
+$262K
|
+7,695
|
+35%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.01M
|
+$200K
|
+5,875
|
+27%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$953K
|
+$48.5K
|
+1,427
|
+6%
|
|
|
19
|
New York Life Investment Management
New York
|
$826K
|
+$253K
|
+7,440
|
+49%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$741K
|
-$42.5K
|
-1,249
|
-6%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$643K
|
+$3.26K
|
+96
|
+0.5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$626K
|
+$45.3K
|
+1,332
|
+8%
|
|
|
23
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$599K
|
+$560K
|
+16,464
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$569K
|
-$21K
|
-619
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$555K
|
+$9.31K
|
+274
|
+2%
|
|
