|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$39.3M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$10.8M
|
-$157K
|
-3,570
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.38M
|
+$1.02M
|
+23,233
|
+13%
|
|
|
4
|
Better Money Decisions
Santa Fe,
New Mexico
|
$4.23M
|
+$80.8K
|
+1,841
|
+2%
|
|
|
5
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.94M
|
-$219K
|
-4,988
|
-6%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.65M
|
+$38.9K
|
+885
|
+1%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$3.62M
|
–
|
–
|
–
|
|
|
8
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$3.38M
|
-$312K
|
-7,100
|
-9%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.35M
|
-$693K
|
-15,780
|
-18%
|
|
|
10
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.23M
|
+$44
|
+1
|
+0%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.9M
|
+$82.1K
|
+1,870
|
+3%
|
|
|
12
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.68M
|
–
|
–
|
–
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.94M
|
+$89K
|
+2,028
|
+5%
|
|
|
14
|
Two Sigma Investments
New York
|
$1.94M
|
-$659K
|
-15,000
|
-27%
|
|
|
15
|
Gould Asset Management
Claremont,
California
|
$1.89M
|
+$29.9K
|
+680
|
+2%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.63M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$156K
|
-3,550
|
-10%
|
|
|
18
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.55M
|
+$279K
|
+6,346
|
+24%
|
|
|
19
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.43M
|
-$1.02M
|
-23,219
|
-78%
|
|
|
20
|
Financial Council
Towson,
Maryland
|
$1.42M
|
-$5.22K
|
-119
|
-0.4%
|
|
|
21
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.4M
|
-$30.3K
|
-690
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
+$7.46K
|
+170
|
+0.6%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.26M
|
-$24.4K
|
-555
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$116K
|
+2,647
|
+11%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.22M
|
+$124K
|
+2,821
|
+12%
|
|
