|
1
|
Corient Private Wealth
Miami,
Florida
|
$14.7M
|
+$7.35M
|
+113,576
|
+100%
|
|
|
2
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$14.5M
|
–
|
–
|
–
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.84M
|
-$390K
|
-6,025
|
-4%
|
|
|
4
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$8.15M
|
+$468K
|
+7,229
|
+6%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.4M
|
+$3.06M
|
+47,236
|
+231%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$4.29M
|
-$303K
|
-4,684
|
-7%
|
|
|
7
|
|
$3.19M
|
+$1.06M
|
+16,426
|
+50%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.81M
|
+$37.7K
|
+583
|
+1%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.52M
|
-$315K
|
-4,874
|
-11%
|
|
|
10
|
Trailhead Planners
Edina,
Minnesota
|
$2.49M
|
+$2.48M
|
+38,290
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$2.1M
|
+$317K
|
+4,902
|
+18%
|
|
|
12
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.47M
|
-$19K
|
-294
|
-1%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
$1.45M
|
-$7.44K
|
-115
|
-0.5%
|
|
|
14
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.03M
|
+$35.5K
|
+548
|
+4%
|
|
|
15
|
Northland Capital Management
Virginia,
Minnesota
|
$929K
|
+$23.5K
|
+364
|
+3%
|
|
|
16
|
Mason & Associates (California)
Los Angeles,
California
|
$902K
|
+$898K
|
+13,887
|
New
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$879K
|
-$26.7K
|
-413
|
-3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$771K
|
+$78.7K
|
+1,217
|
+11%
|
|
|
19
|
Trademark Financial Management
Bloomington,
Minnesota
|
$723K
|
+$227K
|
+3,515
|
+46%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$657K
|
+$9.38K
|
+145
|
+1%
|
|
|
21
|
Greenspring Advisors
Towson,
Maryland
|
$614K
|
+$611K
|
+9,449
|
New
|
|
|
22
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$580K
|
+$582
|
+9
|
+0.1%
|
|
|
23
|
|
$548K
|
–
|
–
|
–
|
|
|
24
|
Vestment Financial
Chanhassen,
Minnesota
|
$504K
|
-$12.7K
|
-197
|
-3%
|
|
|
25
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$481K
|
+$36K
|
+557
|
+8%
|
|
