|
1
|
|
$8.91M
|
+$8.24M
|
+200,746
|
+2,540%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$5.2M
|
+$5M
|
+121,730
|
New
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$4.96M
|
+$4.77M
|
+116,245
|
New
|
|
|
4
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.57M
|
+$2.81M
|
+68,399
|
+177%
|
|
|
5
|
Northland Capital Management
Virginia,
Minnesota
|
$2.68M
|
-$51.9K
|
-1,263
|
-2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$2.59M
|
-$525K
|
-12,772
|
-17%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.27M
|
+$1.22M
|
+29,652
|
New
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$666K
|
+$252K
|
+6,143
|
+65%
|
|
|
9
|
Highland Financial Advisors
Wayne,
New Jersey
|
$501K
|
+$29.8K
|
+726
|
+7%
|
|
|
10
|
Wealthstream Advisors
New York
|
$338K
|
+$325K
|
+7,911
|
New
|
|
|
11
|
WMS Partners
Towson,
Maryland
|
$332K
|
+$319K
|
+7,764
|
New
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$246K
|
+$236K
|
+5,755
|
New
|
|
|
13
|
Team Hewins
Redwood City,
California
|
$203K
|
+$195K
|
+4,757
|
New
|
|
|
14
|
TCI Wealth Advisors
Tucson,
Arizona
|
$197K
|
+$189K
|
+4,613
|
New
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$143K
|
+$138K
|
+3,368
|
New
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
$67K
|
+$21.3K
|
+519
|
+49%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$63K
|
+$60.6K
|
+1,475
|
New
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$37.6K
|
+$36.1K
|
+880
|
New
|
|
|
19
|
Red Lighthouse Investment Management
New York
|
$29.9K
|
+$28.8K
|
+701
|
New
|
|
|
20
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.11K
|
+$5.87K
|
+143
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.01M
|
-51,796
|
Closed
|
|
