|
1
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$11.5M
|
+$11.5M
|
+223,750
|
New
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$7.29M
|
-$429K
|
-8,333
|
-6%
|
|
|
3
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.99M
|
+$662K
|
+12,853
|
+12%
|
|
|
4
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$3.63M
|
+$2.3M
|
+44,776
|
+173%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$3.45M
|
+$3.46M
|
+67,153
|
New
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$2.92M
|
-$954K
|
-18,533
|
-25%
|
|
|
7
|
|
$2.59M
|
-$1.73M
|
-33,693
|
-40%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.96M
|
-$295K
|
-5,731
|
-13%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.92M
|
+$1.92M
|
+37,383
|
New
|
|
|
10
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$1.66M
|
-$189K
|
-3,667
|
-10%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$1.16M
|
+$23.2K
|
+450
|
+2%
|
|
|
12
|
Highland Financial Advisors
Wayne,
New Jersey
|
$940K
|
-$2.57K
|
-50
|
-0.3%
|
|
|
13
|
Journey Strategic Wealth
Summit,
New Jersey
|
$794K
|
+$47K
|
+914
|
+6%
|
|
|
14
|
Northland Capital Management
Virginia,
Minnesota
|
$730K
|
-$57.3K
|
-1,113
|
-7%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$674K
|
+$676K
|
+13,127
|
New
|
|
|
16
|
Wealthstream Advisors
New York
|
$576K
|
-$44.5K
|
-864
|
-7%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$496K
|
-$252K
|
-4,902
|
-34%
|
|
|
18
|
LexAurum Advisors
Overland Park,
Kansas
|
$489K
|
+$2.73K
|
+53
|
+0.6%
|
|
|
19
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$461K
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$459K
|
-$16.1K
|
-312
|
-3%
|
|
|
21
|
Trademark Financial Management
Bloomington,
Minnesota
|
$375K
|
+$6.43K
|
+125
|
+2%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$346K
|
+$346K
|
+6,724
|
New
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$320K
|
–
|
–
|
–
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$314K
|
-$978
|
-19
|
-0.3%
|
|
|
25
|
Vestment Financial
Chanhassen,
Minnesota
|
$309K
|
+$42K
|
+815
|
+16%
|
|
