|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10M
|
+$20.6K
|
+402
|
+0.2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$8.75M
|
+$408K
|
+7,964
|
+5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$4.43M
|
+$81.7K
|
+1,595
|
+2%
|
|
|
4
|
|
$3.67M
|
-$12.5M
|
-243,649
|
-77%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$3.51M
|
+$1.7M
|
+33,259
|
+94%
|
|
|
6
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.42M
|
-$36.5K
|
-713
|
-1%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$3.42M
|
+$3.42M
|
+66,858
|
New
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$3.19M
|
+$335K
|
+6,543
|
+12%
|
|
|
9
|
Northland Capital Management
Virginia,
Minnesota
|
$2.51M
|
-$1.5M
|
-29,312
|
-37%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$1.6M
|
+31,270
|
+766%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
+$1.35M
|
+26,270
|
New
|
|
|
12
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.24M
|
+$361K
|
+7,047
|
+41%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.21M
|
+$1.17M
|
+22,920
|
New
|
|
|
14
|
Wealthstream Advisors
New York
|
$1.2M
|
+$90.2K
|
+1,762
|
+8%
|
|
|
15
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$914K
|
-$34.7K
|
-677
|
-4%
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$612K
|
+$52.9K
|
+1,033
|
+9%
|
|
|
17
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$585K
|
–
|
–
|
–
|
|
|
18
|
Team Hewins
Redwood City,
California
|
$525K
|
+$1.13K
|
+22
|
+0.2%
|
|
|
19
|
TCI Wealth Advisors
Tucson,
Arizona
|
$391K
|
-$15.7K
|
-306
|
-4%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$299K
|
–
|
–
|
–
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$297K
|
+$145K
|
+2,823
|
+95%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$258K
|
–
|
–
|
–
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$230K
|
–
|
–
|
–
|
|
|
24
|
Passive Capital Management
Baltimore,
Maryland
|
$210K
|
-$29.2K
|
-570
|
-12%
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
$184K
|
+$25.6K
|
+500
|
+16%
|
|
