|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$37.3M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$9.21M
|
+$8.87K
|
+195
|
+0.1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.51M
|
+$172K
|
+3,778
|
+3%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.3M
|
-$134K
|
-2,948
|
-3%
|
|
|
5
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.29M
|
+$603K
|
+13,266
|
+16%
|
|
|
6
|
Better Money Decisions
Santa Fe,
New Mexico
|
$4.25M
|
+$35.9K
|
+790
|
+0.8%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.77M
|
-$145K
|
-3,200
|
-4%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$3.53M
|
–
|
–
|
–
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.07M
|
-$112K
|
-2,469
|
-4%
|
|
|
10
|
Two Sigma Investments
New York
|
$2.7M
|
+$2.71M
|
+59,600
|
New
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.6M
|
+$2.61M
|
+57,439
|
New
|
|
|
12
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.55M
|
-$493K
|
-10,845
|
-16%
|
|
|
13
|
Retirement Capital Strategies
San Jose,
California
|
$2.32M
|
-$108K
|
-2,370
|
-4%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$2.02M
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.93M
|
+$331K
|
+7,280
|
+21%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$1.77M
|
+$69.8K
|
+1,535
|
+4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.74M
|
+$47.2K
|
+1,038
|
+3%
|
|
|
18
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.35M
|
-$17.3K
|
-380
|
-1%
|
|
|
19
|
Archer Investment Management
Austin,
Texas
|
$1.35M
|
+$1.36M
|
+29,845
|
New
|
|
|
20
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.35M
|
+$1.46K
|
+32
|
+0.1%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.32M
|
-$460K
|
-10,117
|
-26%
|
|
|
22
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.27M
|
+$1.28M
|
+28,101
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
+$112K
|
+2,457
|
+10%
|
|
|
24
|
Financial Council
Towson,
Maryland
|
$1.23M
|
-$234K
|
-5,154
|
-16%
|
|
|
25
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.22M
|
+$326K
|
+7,176
|
+36%
|
|
