|
1
|
Corient Private Wealth
Miami,
Florida
|
$6.64M
|
+$168K
|
+3,714
|
+3%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.04M
|
+$16.4K
|
+363
|
+0.3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.88M
|
+$467K
|
+10,352
|
+14%
|
|
|
4
|
|
$3.85M
|
-$3.14M
|
-69,535
|
-45%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$3.34M
|
+$1.26M
|
+27,875
|
+62%
|
|
|
6
|
Northland Capital Management
Virginia,
Minnesota
|
$1.58M
|
-$994K
|
-22,035
|
-39%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$825K
|
-$514K
|
-11,380
|
-40%
|
|
|
8
|
Highland Financial Advisors
Wayne,
New Jersey
|
$643K
|
+$109K
|
+2,407
|
+21%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$626K
|
+$615K
|
+13,636
|
New
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$586K
|
+$15.3K
|
+338
|
+3%
|
|
|
11
|
Wealthstream Advisors
New York
|
$566K
|
+$15K
|
+333
|
+3%
|
|
|
12
|
WMS Partners
Towson,
Maryland
|
$435K
|
+$69.5K
|
+1,541
|
+19%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$264K
|
–
|
–
|
–
|
|
|
14
|
Level Financial Advisors
East Amherst,
New York
|
$222K
|
–
|
–
|
–
|
|
|
15
|
Team Hewins
Redwood City,
California
|
$221K
|
+$1.44K
|
+32
|
+0.7%
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$212K
|
–
|
–
|
–
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$183K
|
+$16.5K
|
+366
|
+10%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$88K
|
+$7.58K
|
+168
|
+10%
|
|
|
19
|
Red Lighthouse Investment Management
New York
|
$32.2K
|
–
|
–
|
–
|
|
|
20
|
Elevation Wealth Partners
Santa Rosa,
California
|
$21.5K
|
+$181
|
+4
|
+0.9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14.7K
|
+$4.87K
|
+108
|
+51%
|
|
|
22
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$10.6K
|
+$10.4K
|
+230
|
New
|
|
|
23
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.57K
|
–
|
–
|
–
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.68K
|
+$4.6K
|
+102
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.54M
|
-34,283
|
Closed
|
|
