|
1
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$42.4M
|
–
|
–
|
–
|
|
|
2
|
Becker Capital Management
Portland,
Oregon
|
$11.6M
|
-$53.7K
|
-1,085
|
-0.5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$1.06M
|
+21,320
|
+11%
|
|
|
4
|
Brown Advisory
Baltimore,
Maryland
|
$8.22M
|
+$7.9M
|
+159,499
|
New
|
|
|
5
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5M
|
+$714K
|
+14,428
|
+17%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$4.63M
|
+$1.44M
|
+29,116
|
+48%
|
|
|
7
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.19M
|
+$517K
|
+10,445
|
+15%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.94M
|
–
|
–
|
–
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$3.92M
|
–
|
–
|
–
|
|
|
10
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.49M
|
–
|
–
|
–
|
|
|
11
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.29M
|
-$315K
|
-6,360
|
-9%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.25M
|
+$3.12M
|
+62,988
|
New
|
|
|
13
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.9M
|
–
|
–
|
–
|
|
|
14
|
Gould Asset Management
Claremont,
California
|
$2.11M
|
+$68.7K
|
+1,388
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$2.09M
|
-$11.5K
|
-232
|
-0.6%
|
|
|
16
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.72M
|
+$41.9K
|
+846
|
+3%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$202K
|
+4,083
|
+15%
|
|
|
18
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.54M
|
+$1.15M
|
+23,260
|
+348%
|
|
|
19
|
Financial Council
Towson,
Maryland
|
$1.52M
|
-$14.2K
|
-286
|
-1%
|
|
|
20
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.5M
|
-$18.1K
|
-366
|
-1%
|
|
|
21
|
|
$1.4M
|
+$111K
|
+2,252
|
+9%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.39M
|
+$889K
|
+17,959
|
+198%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.36M
|
-$24.1K
|
-486
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$35.5K
|
+717
|
+3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
-$480K
|
-9,689
|
-30%
|
|
