|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$35.2M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$9.86M
|
+$1.23M
|
+27,240
|
+13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.42M
|
+$1.35M
|
+29,807
|
+21%
|
|
|
4
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.75M
|
-$318K
|
-7,029
|
-7%
|
|
|
5
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.71M
|
-$316K
|
-6,973
|
-7%
|
|
|
6
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.68M
|
-$406K
|
-8,969
|
-9%
|
|
|
7
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$3.34M
|
+$3.53M
|
+77,966
|
New
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$3.25M
|
-$85.4K
|
-1,885
|
-2%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.23M
|
-$346K
|
-7,645
|
-9%
|
|
|
10
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$2.9M
|
+$45
|
+1
|
+0%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.52M
|
+$63.6K
|
+1,405
|
+2%
|
|
|
12
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.4M
|
–
|
–
|
–
|
|
|
13
|
Two Sigma Investments
New York
|
$2.38M
|
-$181K
|
-4,000
|
-7%
|
|
|
14
|
Gould Asset Management
Claremont,
California
|
$1.67M
|
-$3.17K
|
-70
|
-0.2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.66M
|
+$18.4K
|
+406
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$285K
|
-6,304
|
-15%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.47M
|
+$897K
|
+19,813
|
+137%
|
|
|
18
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.34M
|
+$61.5K
|
+1,359
|
+5%
|
|
|
19
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.29M
|
+$92.1K
|
+2,035
|
+7%
|
|
|
20
|
Financial Council
Towson,
Maryland
|
$1.28M
|
+$126K
|
+2,790
|
+10%
|
|
|
21
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.28M
|
+$5.34K
|
+118
|
+0.4%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.15M
|
-$97K
|
-2,143
|
-7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
-$18K
|
-397
|
-1%
|
|
|
24
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.12M
|
-$35.4K
|
-781
|
-3%
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$1.1M
|
-$1.15M
|
-25,473
|
-50%
|
|
