|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.75M
|
+$36.4K
|
+762
|
+0.8%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$3.91M
|
-$3.19M
|
-66,806
|
-46%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.46M
|
+$414K
|
+8,679
|
+14%
|
|
|
4
|
|
$3.07M
|
-$991K
|
-20,762
|
-25%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$1.6M
|
+$118K
|
+2,480
|
+8%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$1.44M
|
-$1.97M
|
-41,206
|
-58%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.37M
|
-$69.1K
|
-1,448
|
-5%
|
|
|
8
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.25M
|
+$76.9K
|
+1,611
|
+7%
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
$1.01M
|
+$978K
|
+20,499
|
New
|
|
|
10
|
Northland Capital Management
Virginia,
Minnesota
|
$968K
|
-$2.58K
|
-54
|
-0.3%
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$753K
|
-$28.2K
|
-591
|
-4%
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$706K
|
+$13.3K
|
+278
|
+2%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$699K
|
+$680K
|
+14,256
|
New
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$678K
|
+$1.96K
|
+41
|
+0.3%
|
|
|
15
|
Wealthstream Advisors
New York
|
$595K
|
-$17.4K
|
-365
|
-3%
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$545K
|
+$13.4K
|
+280
|
+3%
|
|
|
17
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$444K
|
–
|
–
|
–
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$382K
|
+$368K
|
+7,718
|
New
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$282K
|
–
|
–
|
–
|
|
|
20
|
Tarbox Family Office
Newport Beach,
California
|
$268K
|
+$8.49K
|
+178
|
+3%
|
|
|
21
|
Level Financial Advisors
East Amherst,
New York
|
$257K
|
+$1.1K
|
+23
|
+0.4%
|
|
|
22
|
Team Hewins
Redwood City,
California
|
$253K
|
+$1.29K
|
+27
|
+0.5%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$221K
|
+$573
|
+12
|
+0.3%
|
|
|
25
|
WealthCollab
Bellevue,
Washington
|
$121K
|
–
|
–
|
–
|
|
