|
1
|
MASECO Private Wealth
London,
|
$24.1M
|
+$22.2M
|
+411,718
|
New
|
|
|
2
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$13.1M
|
–
|
–
|
–
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.78M
|
+$7.36M
|
+136,560
|
+1,040%
|
|
|
4
|
Willow Creek Wealth Management
Sebastopol,
California
|
$8.02M
|
+$1.09M
|
+20,240
|
+17%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$7.08M
|
-$1.14M
|
-21,154
|
-15%
|
|
|
6
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$4.84M
|
+$642K
|
+11,896
|
+17%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$3.16M
|
-$151K
|
-2,800
|
-5%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.08M
|
+$817K
|
+15,146
|
+41%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.67M
|
+$716K
|
+13,269
|
+41%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.36M
|
+$115K
|
+2,138
|
+6%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$1.89M
|
+$1.74M
|
+32,229
|
New
|
|
|
12
|
|
$1.84M
|
-$1.02M
|
-19,004
|
-38%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
$1.33M
|
+$9.44K
|
+175
|
+0.8%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$886K
|
+16,426
|
+313%
|
|
|
15
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.2M
|
+$118K
|
+2,190
|
+12%
|
|
|
16
|
Journey Strategic Wealth
Summit,
New Jersey
|
$854K
|
-$47.9K
|
-888
|
-6%
|
|
|
17
|
Northland Capital Management
Virginia,
Minnesota
|
$822K
|
-$9.6K
|
-178
|
-1%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$644K
|
+$71.8K
|
+1,331
|
+14%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$611K
|
+$562K
|
+10,416
|
New
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$608K
|
+$314K
|
+5,817
|
+128%
|
|
|
21
|
Wealthstream Advisors
New York
|
$566K
|
-$83.8K
|
-1,553
|
-14%
|
|
|
22
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$526K
|
+$324
|
+6
|
+0.1%
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$505K
|
-$48.9K
|
-906
|
-10%
|
|
|
24
|
|
$494K
|
+$455K
|
+8,432
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$479K
|
-$41.4K
|
-768
|
-9%
|
|
