|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$34.6M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$8.69M
|
-$1.1M
|
-27,340
|
-12%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$6.21M
|
-$24.2M
|
-602,086
|
-80%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.14M
|
+$3.18M
|
+79,050
|
+183%
|
|
|
5
|
Better Money Decisions
Santa Fe,
New Mexico
|
$4.17M
|
+$112K
|
+2,782
|
+3%
|
|
|
6
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.17M
|
-$442K
|
-10,982
|
-10%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.63M
|
–
|
–
|
–
|
|
|
8
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.57M
|
+$6.28K
|
+156
|
+0.2%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$3.28M
|
+$469K
|
+11,665
|
+18%
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.82M
|
–
|
–
|
–
|
|
|
11
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.47M
|
+$743K
|
+18,456
|
+46%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.11M
|
+$120K
|
+2,971
|
+6%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$1.98M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$55.9K
|
+1,389
|
+3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.66M
|
-$225K
|
-5,594
|
-12%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
17
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.54M
|
-$127K
|
-3,158
|
-8%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.44M
|
+$1.12M
|
+27,743
|
+419%
|
|
|
19
|
Financial Council
Towson,
Maryland
|
$1.37M
|
-$28.4K
|
-707
|
-2%
|
|
|
20
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.25M
|
+$4.71K
|
+117
|
+0.4%
|
|
|
21
|
Monumental Financial Group
Rockville,
Maryland
|
$1.14M
|
-$7.36K
|
-183
|
-0.7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
+$40.8K
|
+1,013
|
+4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$972K
|
+$302K
|
+7,507
|
+48%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$954K
|
+$82.6K
|
+2,052
|
+10%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$896K
|
+$145K
|
+3,600
|
+20%
|
|
