|
1
|
Corient Private Wealth
Miami,
Florida
|
$6.54M
|
+$59.7K
|
+1,291
|
+0.9%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.01M
|
+$85.8K
|
+1,857
|
+2%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$3.26M
|
–
|
–
|
–
|
|
|
4
|
|
$2.7M
|
-$1.09M
|
-23,527
|
-28%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.63M
|
-$1.2M
|
-26,068
|
-31%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$699K
|
+15,113
|
+111%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$1.26M
|
+$1.29M
|
+27,990
|
New
|
|
|
8
|
Northland Capital Management
Virginia,
Minnesota
|
$881K
|
-$681K
|
-14,734
|
-43%
|
|
|
9
|
Highland Financial Advisors
Wayne,
New Jersey
|
$662K
|
+$35.2K
|
+761
|
+5%
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$630K
|
+$60K
|
+1,299
|
+10%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$574K
|
+$591K
|
+12,793
|
New
|
|
|
12
|
Wealthstream Advisors
New York
|
$547K
|
-$6.42K
|
-139
|
-1%
|
|
|
13
|
WMS Partners
Towson,
Maryland
|
$470K
|
+$46.5K
|
+1,007
|
+11%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$323K
|
-$479K
|
-10,373
|
-60%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$320K
|
+$148K
|
+3,197
|
+81%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$258K
|
–
|
–
|
–
|
|
|
17
|
Level Financial Advisors
East Amherst,
New York
|
$221K
|
+$4.02K
|
+87
|
+2%
|
|
|
18
|
Tarbox Family Office
Newport Beach,
California
|
$218K
|
+$225K
|
+4,864
|
New
|
|
|
19
|
TCI Wealth Advisors
Tucson,
Arizona
|
$207K
|
–
|
–
|
–
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$88K
|
+$1.71K
|
+37
|
+2%
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
$51.9K
|
+$53.4K
|
+1,156
|
New
|
|
|
22
|
Red Lighthouse Investment Management
New York
|
$32.3K
|
+$878
|
+19
|
+3%
|
|
|
23
|
Elevation Wealth Partners
Santa Rosa,
California
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$8.3K
|
-$2.08K
|
-45
|
-20%
|
|
|
25
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.42K
|
–
|
–
|
–
|
|
