|
1
|
|
$15.9M
|
+$10.8M
|
+217,085
|
+221%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.89M
|
+$288K
|
+5,756
|
+3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$8.24M
|
+$2.36M
|
+47,169
|
+41%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$4.29M
|
+$440K
|
+8,795
|
+12%
|
|
|
5
|
Northland Capital Management
Virginia,
Minnesota
|
$3.96M
|
-$643K
|
-12,863
|
-14%
|
|
|
6
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.42M
|
+$3.38M
|
+67,571
|
New
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$2.82M
|
-$51.2K
|
-1,024
|
-2%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.79M
|
-$529K
|
-10,576
|
-23%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
+$1.39M
|
+27,842
|
+1,890%
|
|
|
10
|
Wealthstream Advisors
New York
|
$1.09M
|
+$340K
|
+6,800
|
+46%
|
|
|
11
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$937K
|
-$30.2K
|
-605
|
-3%
|
|
|
12
|
Highland Financial Advisors
Wayne,
New Jersey
|
$873K
|
+$3.35K
|
+67
|
+0.4%
|
|
|
13
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$578K
|
–
|
–
|
–
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$552K
|
+$21.5K
|
+430
|
+4%
|
|
|
15
|
Team Hewins
Redwood City,
California
|
$517K
|
+$949
|
+19
|
+0.2%
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$401K
|
-$37.9K
|
-758
|
-9%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$295K
|
–
|
–
|
–
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$255K
|
–
|
–
|
–
|
|
|
19
|
Passive Capital Management
Baltimore,
Maryland
|
$236K
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$228K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$207K
|
-$1.67M
|
-33,320
|
-89%
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$157K
|
+$155K
|
+3,100
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$150K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$66.7K
|
–
|
–
|
–
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$64K
|
+$10.1K
|
+203
|
+19%
|
|
