|
1
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$14.2M
|
–
|
–
|
–
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10M
|
+$475K
|
+7,811
|
+5%
|
|
|
3
|
Willow Creek Wealth Management
Sebastopol,
California
|
$8.74M
|
+$44K
|
+724
|
+0.5%
|
|
|
4
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$7.51M
|
+$2.17M
|
+35,632
|
+43%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$7.21M
|
-$454K
|
-7,473
|
-6%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$4.49M
|
+$1.01M
|
+16,688
|
+31%
|
|
|
7
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.78M
|
-$108K
|
-1,772
|
-4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.71M
|
+$147K
|
+2,419
|
+6%
|
|
|
9
|
|
$2.08M
|
+$76.7K
|
+1,262
|
+4%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.74M
|
+$1.66M
|
+27,379
|
New
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.46M
|
+$152K
|
+2,499
|
+12%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$1.43M
|
-$11.7K
|
-192
|
-0.8%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.3M
|
-$1.95M
|
-32,072
|
-61%
|
|
|
14
|
Journey Strategic Wealth
Summit,
New Jersey
|
$971K
|
+$43.3K
|
+712
|
+5%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$886K
|
+$217K
|
+3,562
|
+34%
|
|
|
16
|
Northland Capital Management
Virginia,
Minnesota
|
$885K
|
-$5.9K
|
-97
|
-0.7%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$798K
|
-$1.2M
|
-19,671
|
-61%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$677K
|
+$14.5K
|
+238
|
+2%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$633K
|
-$61.9K
|
-1,019
|
-9%
|
|
|
20
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$567K
|
-$2.86K
|
-47
|
-0.5%
|
|
|
21
|
|
$536K
|
–
|
–
|
–
|
|
|
22
|
LexAurum Advisors
Overland Park,
Kansas
|
$530K
|
-$16.5K
|
-272
|
-3%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$518K
|
-$1.09K
|
-18
|
-0.2%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$516K
|
+$476K
|
+7,833
|
New
|
|
|
25
|
Wealthstream Advisors
New York
|
$511K
|
-$98.4K
|
-1,619
|
-17%
|
|
