|
1
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$147M
|
+$144M
|
+1,981,400
|
New
|
|
|
2
|
Clarity Asset Management
Ames,
Iowa
|
$15.5M
|
+$113K
|
+1,560
|
+0.8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$11.1M
|
+$947K
|
+13,071
|
+10%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$10.2M
|
+$77.3K
|
+1,067
|
+0.8%
|
|
|
5
|
HUB Investment Partners
Austin,
Texas
|
$9.07M
|
+$8.85M
|
+122,117
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$7.51M
|
+$5.71M
|
+78,824
|
+352%
|
|
|
7
|
Trailhead Planners
Edina,
Minnesota
|
$5.97M
|
+$5.83M
|
+80,418
|
New
|
|
|
8
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$5.18M
|
+$1.02M
|
+14,136
|
+25%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$4.85M
|
+$1.33M
|
+18,411
|
+39%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.39M
|
+$1.81M
|
+24,971
|
+73%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.28M
|
-$43.2K
|
-596
|
-1%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.11M
|
-$181K
|
-2,492
|
-4%
|
|
|
13
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4.1M
|
-$371K
|
-5,121
|
-8%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$3M
|
-$14K
|
-193
|
-0.5%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.98M
|
-$1.77M
|
-24,364
|
-38%
|
|
|
16
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$2.58M
|
+$1.23M
|
+17,010
|
+100%
|
|
|
17
|
Greenspring Advisors
Towson,
Maryland
|
$2.37M
|
+$2.31M
|
+31,878
|
New
|
|
|
18
|
Northland Capital Management
Virginia,
Minnesota
|
$2.13M
|
+$271K
|
+3,746
|
+15%
|
|
|
19
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.94M
|
+$1.09K
|
+15
|
+0.1%
|
|
|
20
|
Mason & Associates (California)
Los Angeles,
California
|
$1.93M
|
+$1.88M
|
+25,991
|
New
|
|
|
21
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.91M
|
-$55.8K
|
-770
|
-3%
|
|
|
22
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.62M
|
-$358K
|
-4,938
|
-18%
|
|
|
23
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.6M
|
+$37K
|
+510
|
+2%
|
|
|
24
|
MB Generational Wealth
Spokane,
Washington
|
$1.47M
|
–
|
–
|
–
|
|
|
25
|
|
$1.38M
|
-$215K
|
-2,971
|
-14%
|
|
