|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$36.4M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$8.98M
|
-$151K
|
-3,550
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.19M
|
+$749K
|
+17,571
|
+14%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.33M
|
-$50.8K
|
-1,192
|
-1%
|
|
|
5
|
Better Money Decisions
Santa Fe,
New Mexico
|
$4.11M
|
-$266K
|
-6,240
|
-6%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.82M
|
–
|
–
|
–
|
|
|
7
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.6M
|
+$969K
|
+22,734
|
+39%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$3.51M
|
–
|
–
|
–
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.1M
|
-$631K
|
-14,804
|
-17%
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.97M
|
–
|
–
|
–
|
|
|
11
|
Retirement Capital Strategies
San Jose,
California
|
$2.37M
|
-$4.01M
|
-94,158
|
-64%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
-$196K
|
-4,609
|
-9%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$1.97M
|
-$104K
|
-2,450
|
-5%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.75M
|
+$1.69M
|
+39,680
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
-$12K
|
-281
|
-0.7%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.65M
|
+$125K
|
+2,936
|
+9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
-$283K
|
-6,650
|
-16%
|
|
|
19
|
Financial Council
Towson,
Maryland
|
$1.43M
|
-$16.5K
|
-387
|
-1%
|
|
|
20
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.34M
|
-$268K
|
-6,279
|
-17%
|
|
|
21
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.32M
|
–
|
–
|
–
|
|
|
22
|
Monumental Financial Group
Rockville,
Maryland
|
$1.18M
|
-$21.4K
|
-503
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.17M
|
+$725
|
+17
|
+0.1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$86.1K
|
+2,019
|
+9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
-$13.6K
|
-319
|
-1%
|
|
