|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$33.2M
|
–
|
–
|
–
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$30.2M
|
+$24.1M
|
+628,353
|
+517%
|
|
|
3
|
Becker Capital Management
Portland,
Oregon
|
$9.43M
|
+$375K
|
+9,785
|
+4%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.43M
|
-$90.3K
|
-2,356
|
-2%
|
|
|
5
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.88M
|
-$10.6K
|
-277
|
-0.3%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.48M
|
-$107K
|
-2,790
|
-3%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.42M
|
+$4.71K
|
+123
|
+0.1%
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.7M
|
–
|
–
|
–
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$2.67M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.91M
|
+$1.23M
|
+32,071
|
+210%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.9M
|
+$1.8M
|
+47,086
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.82M
|
+$668K
|
+17,443
|
+63%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.74M
|
+$416K
|
+10,870
|
+34%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.64M
|
+$899K
|
+23,470
|
+136%
|
|
|
15
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.62M
|
+$1.44M
|
+37,491
|
+1,404%
|
|
|
16
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.6M
|
+$9.58K
|
+250
|
+0.6%
|
|
|
17
|
|
$1.55M
|
+$1.48M
|
+38,580
|
New
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$1.51M
|
+$301K
|
+7,850
|
+26%
|
|
|
19
|
Financial Council
Towson,
Maryland
|
$1.35M
|
-$31.7K
|
-828
|
-2%
|
|
|
20
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.19M
|
-$145K
|
-3,795
|
-11%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
+$1.13M
|
+29,515
|
New
|
|
|
22
|
Monumental Financial Group
Rockville,
Maryland
|
$1.1M
|
+$1.04M
|
+27,260
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
-$31K
|
-809
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$831K
|
-$1.99M
|
-51,952
|
-72%
|
|
|
25
|
Raymond James Trust
St. Petersburg,
Florida
|
$825K
|
+$785K
|
+20,483
|
New
|
|
