|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.6M
|
-$17.9K
|
-351
|
-0.2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$8.55M
|
+$179K
|
+3,516
|
+2%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$4.2M
|
+$870K
|
+17,076
|
+25%
|
|
|
4
|
|
$3.57M
|
+$58K
|
+1,139
|
+2%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$3.21M
|
-$74.3K
|
-1,458
|
-2%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$2.97M
|
-$92.3K
|
-1,813
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.64M
|
+$1.4M
|
+27,478
|
+105%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$2.48M
|
-$1.83M
|
-35,878
|
-41%
|
|
|
9
|
Northland Capital Management
Virginia,
Minnesota
|
$1.87M
|
-$551K
|
-10,823
|
-22%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.8M
|
+$1.87M
|
+36,643
|
New
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.31M
|
+$127K
|
+2,498
|
+10%
|
|
|
12
|
Wealthstream Advisors
New York
|
$1.15M
|
+$4.79K
|
+94
|
+0.4%
|
|
|
13
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$875K
|
–
|
–
|
–
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$680K
|
+$98.2K
|
+1,928
|
+16%
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$560K
|
–
|
–
|
–
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$554K
|
+$281K
|
+5,513
|
+95%
|
|
|
17
|
TCI Wealth Advisors
Tucson,
Arizona
|
$373K
|
-$1.12K
|
-22
|
-0.3%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$305K
|
+$159K
|
+3,116
|
+100%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$286K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$283K
|
-$889K
|
-17,452
|
-76%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$241K
|
-$6.11K
|
-120
|
-2%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$221K
|
–
|
–
|
–
|
|
|
23
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$211K
|
+$220K
|
+4,311
|
New
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$208K
|
+$216K
|
+4,249
|
New
|
|
|
25
|
Passive Capital Management
Baltimore,
Maryland
|
$201K
|
–
|
–
|
–
|
|
