|
1
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$158M
|
–
|
–
|
–
|
|
|
2
|
MASECO Private Wealth
London,
|
$56.9M
|
+$778K
|
+9,866
|
+1%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$14.1M
|
+$1.32M
|
+16,716
|
+10%
|
|
|
4
|
HUB Investment Partners
Austin,
Texas
|
$9.84M
|
+$82.8K
|
+1,049
|
+0.9%
|
|
|
5
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$9.3M
|
–
|
–
|
–
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$7.74M
|
+$1.4M
|
+17,692
|
+22%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$7.1M
|
-$3.86M
|
-48,879
|
-35%
|
|
|
8
|
Highland Financial Advisors
Wayne,
New Jersey
|
$6.41M
|
+$4.17M
|
+52,882
|
+193%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.97M
|
+$348K
|
+4,414
|
+6%
|
|
|
10
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$5.58M
|
-$476K
|
-6,038
|
-8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.48M
|
+$643K
|
+8,148
|
+13%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$5.35M
|
+$1.09M
|
+13,861
|
+26%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.46M
|
+$129K
|
+1,633
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.38M
|
+$3.82M
|
+48,413
|
+753%
|
|
|
15
|
Clarity Asset Management
Ames,
Iowa
|
$3.69M
|
-$1.39M
|
-17,595
|
-28%
|
|
|
16
|
Trailhead Planners
Edina,
Minnesota
|
$3.38M
|
-$3M
|
-37,980
|
-47%
|
|
|
17
|
Freedom Day Solutions
Houston,
Texas
|
$3.37M
|
+$3.33M
|
+42,201
|
New
|
|
|
18
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$3.33M
|
+$3.29M
|
+41,693
|
New
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$3.16M
|
-$56.1K
|
-711
|
-2%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.09M
|
-$113K
|
-1,429
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.56M
|
+$454K
|
+5,759
|
+22%
|
|
|
22
|
Greenspring Advisors
Towson,
Maryland
|
$2.46M
|
-$4.73K
|
-60
|
-0.2%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.42M
|
-$95.8K
|
-1,214
|
-4%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.19M
|
+$2.16M
|
+27,378
|
New
|
|
|
25
|
Mason & Associates (California)
Los Angeles,
California
|
$2.17M
|
-$120K
|
-1,516
|
-5%
|
|
