|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
$8.94M
|
+$4.32M
|
+96,256
|
+103%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$5.45M
|
+$5.2M
|
+115,768
|
New
|
|
|
3
|
|
$4.62M
|
+$1.95M
|
+43,338
|
+79%
|
|
|
4
|
Northland Capital Management
Virginia,
Minnesota
|
$4.29M
|
-$66K
|
-1,470
|
-2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$3.58M
|
-$2.15M
|
-47,922
|
-39%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$2.67M
|
+$1.28M
|
+28,492
|
+101%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$2.16M
|
+$2.06M
|
+45,914
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.76M
|
-$1.28M
|
-28,439
|
-43%
|
|
|
9
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$900K
|
+$859K
|
+19,128
|
New
|
|
|
10
|
Highland Financial Advisors
Wayne,
New Jersey
|
$809K
|
+$121K
|
+2,703
|
+19%
|
|
|
11
|
Wealthstream Advisors
New York
|
$696K
|
+$664K
|
+14,793
|
New
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$538K
|
–
|
–
|
–
|
|
|
13
|
WMS Partners
Towson,
Maryland
|
$493K
|
+$471K
|
+10,483
|
New
|
|
|
14
|
Team Hewins
Redwood City,
California
|
$481K
|
+$459K
|
+10,214
|
New
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$409K
|
+$390K
|
+8,691
|
New
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$275K
|
+$262K
|
+5,840
|
New
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$237K
|
+$226K
|
+5,041
|
New
|
|
|
18
|
Passive Capital Management
Baltimore,
Maryland
|
$220K
|
+$210K
|
+4,670
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$212K
|
+$202K
|
+4,500
|
New
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$140K
|
+$133K
|
+2,965
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69K
|
+$66.1K
|
+1,473
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$62.1K
|
+$59.2K
|
+1,319
|
New
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$50K
|
–
|
–
|
–
|
|
|
24
|
Red Lighthouse Investment Management
New York
|
$47.8K
|
+$45.6K
|
+1,016
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6K
|
-143
|
Closed
|
|
