|
1
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$146M
|
–
|
–
|
–
|
|
|
2
|
MASECO Private Wealth
London,
|
$51.7M
|
+$53.9M
|
+701,841
|
New
|
|
|
3
|
Strategic Financial Planning
Plano,
Texas
|
$16.8M
|
+$23.9M
|
+310,632
|
New
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$11.8M
|
+$821K
|
+10,681
|
+7%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
+$52.9K
|
+688
|
+0.5%
|
|
|
6
|
HUB Investment Partners
Austin,
Texas
|
$9M
|
+$5.3K
|
+69
|
+0.1%
|
|
|
7
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$8.57M
|
+$8.94M
|
+116,360
|
New
|
|
|
8
|
Trailhead Planners
Edina,
Minnesota
|
$5.91M
|
-$8.76K
|
-114
|
-0.1%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$5.83M
|
+$1.07M
|
+13,881
|
+21%
|
|
|
10
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$5.59M
|
+$466K
|
+6,062
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.18M
|
+$976K
|
+12,705
|
+22%
|
|
|
12
|
Clarity Asset Management
Ames,
Iowa
|
$4.7M
|
-$11.2M
|
-145,099
|
-69%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.46M
|
+$105K
|
+1,363
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$3.99M
|
-$91.1K
|
-1,186
|
-2%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$3.91M
|
+$4.09M
|
+53,156
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$3.68M
|
-$3.93M
|
-51,201
|
-51%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$2.97M
|
-$8.84K
|
-115
|
-0.3%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.95M
|
–
|
–
|
–
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.32M
|
+$2.43M
|
+31,563
|
New
|
|
|
20
|
Greenspring Advisors
Towson,
Maryland
|
$2.27M
|
-$77.1K
|
-1,003
|
-3%
|
|
|
21
|
Mason & Associates (California)
Los Angeles,
California
|
$2.05M
|
+$211K
|
+2,743
|
+11%
|
|
|
22
|
Northland Capital Management
Virginia,
Minnesota
|
$2.04M
|
-$76.9K
|
-1,000
|
-3%
|
|
|
23
|
Highland Financial Advisors
Wayne,
New Jersey
|
$2.02M
|
+$127K
|
+1,657
|
+6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.94M
|
+$982K
|
+12,783
|
+95%
|
|
|
25
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.84M
|
-$85.8K
|
-1,116
|
-4%
|
|
