|
1
|
|
$6.87M
|
-$2.49M
|
-55,323
|
-27%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$6.31M
|
+$1.11M
|
+24,588
|
+21%
|
|
|
3
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.9M
|
+$109K
|
+2,418
|
+2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$3.33M
|
+$613K
|
+13,618
|
+22%
|
|
|
5
|
Northland Capital Management
Virginia,
Minnesota
|
$2.53M
|
-$289K
|
-6,431
|
-10%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.01M
|
+$684K
|
+15,202
|
+51%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.54M
|
+$1.54M
|
+34,283
|
New
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.29M
|
+$1.29M
|
+28,727
|
New
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$556K
|
-$144K
|
-3,192
|
-20%
|
|
|
10
|
Wealthstream Advisors
New York
|
$537K
|
+$184K
|
+4,083
|
+52%
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$519K
|
-$6.43K
|
-143
|
-1%
|
|
|
12
|
WMS Partners
Towson,
Maryland
|
$355K
|
+$7.47K
|
+166
|
+2%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$258K
|
–
|
–
|
–
|
|
|
14
|
Level Financial Advisors
East Amherst,
New York
|
$216K
|
+$217K
|
+4,827
|
New
|
|
|
15
|
Team Hewins
Redwood City,
California
|
$214K
|
+$540
|
+12
|
+0.3%
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$207K
|
–
|
–
|
–
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$160K
|
+$10.2K
|
+227
|
+7%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$78K
|
+$8.5K
|
+189
|
+12%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$39.4K
|
–
|
–
|
–
|
|
|
20
|
Red Lighthouse Investment Management
New York
|
$31.4K
|
–
|
–
|
–
|
|
|
21
|
Elevation Wealth Partners
Santa Rosa,
California
|
$20.8K
|
+$20.9K
|
+464
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$9.49K
|
-$56.8K
|
-1,263
|
-86%
|
|
|
23
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.4K
|
–
|
–
|
–
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$5.2M
|
-121,730
|
Closed
|
|
