|
1
|
Corient Private Wealth
Miami,
Florida
|
$7.03M
|
+$33.2K
|
+723
|
+0.5%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.6M
|
-$716K
|
-15,604
|
-14%
|
|
|
3
|
|
$4M
|
+$1.06M
|
+23,062
|
+38%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$3.38M
|
-$102K
|
-2,231
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.96M
|
+$142K
|
+3,096
|
+5%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.44M
|
+$94.6K
|
+2,064
|
+7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.41M
|
+$32.6K
|
+710
|
+2%
|
|
|
8
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.14M
|
+$1.09M
|
+23,830
|
New
|
|
|
9
|
Northland Capital Management
Virginia,
Minnesota
|
$948K
|
+$6.97K
|
+152
|
+0.8%
|
|
|
10
|
Highland Financial Advisors
Wayne,
New Jersey
|
$764K
|
+$53.9K
|
+1,176
|
+8%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$677K
|
+$3.26K
|
+71
|
+0.5%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$662K
|
+$302K
|
+6,587
|
+92%
|
|
|
13
|
Wealthstream Advisors
New York
|
$599K
|
+$13.8K
|
+300
|
+2%
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$519K
|
+$16.1K
|
+352
|
+3%
|
|
|
15
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$434K
|
+$415K
|
+9,050
|
New
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$276K
|
–
|
–
|
–
|
|
|
17
|
Tarbox Family Office
Newport Beach,
California
|
$254K
|
+$19.7K
|
+429
|
+9%
|
|
|
18
|
Level Financial Advisors
East Amherst,
New York
|
$250K
|
+$13.4K
|
+293
|
+6%
|
|
|
19
|
Team Hewins
Redwood City,
California
|
$246K
|
+$235K
|
+5,127
|
New
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$235K
|
+$224K
|
+4,892
|
New
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$216K
|
-$5.14K
|
-112
|
-2%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$140K
|
+$130K
|
+2,825
|
+2,770%
|
|
|
23
|
WealthCollab
Bellevue,
Washington
|
$118K
|
+$113K
|
+2,460
|
New
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
$94K
|
–
|
–
|
–
|
|
|
25
|
Orion Capital Management
Coronado,
California
|
$55.4K
|
–
|
–
|
–
|
|
