|
1
|
Corient Private Wealth
Miami,
Florida
|
$7.68M
|
+$3.48M
|
+68,620
|
+86%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.04M
|
+$34.6K
|
+683
|
+0.7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.77M
|
+$128K
|
+2,533
|
+4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$1.62M
|
-$59.2K
|
-1,168
|
-4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.45M
|
-$2.64K
|
-52
|
-0.2%
|
|
|
6
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.29M
|
-$23.5K
|
-463
|
-2%
|
|
|
7
|
|
$1.26M
|
-$1.94M
|
-38,251
|
-61%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.14M
|
-$370K
|
-7,295
|
-25%
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
$1.08M
|
+$22.6K
|
+445
|
+2%
|
|
|
10
|
Northland Capital Management
Virginia,
Minnesota
|
$940K
|
-$79.2K
|
-1,563
|
-8%
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$907K
|
+$111K
|
+2,184
|
+14%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$705K
|
-$8.57K
|
-169
|
-1%
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$689K
|
-$54.6K
|
-1,077
|
-7%
|
|
|
14
|
Wealthstream Advisors
New York
|
$629K
|
+$1.42K
|
+28
|
+0.2%
|
|
|
15
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$469K
|
+$203
|
+4
|
+0%
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$310K
|
-$260K
|
-5,128
|
-46%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$298K
|
–
|
–
|
–
|
|
|
18
|
Level Financial Advisors
East Amherst,
New York
|
$290K
|
+$18.7K
|
+368
|
+7%
|
|
|
19
|
Tarbox Family Office
Newport Beach,
California
|
$285K
|
+$1.67K
|
+33
|
+0.6%
|
|
|
20
|
Team Hewins
Redwood City,
California
|
$267K
|
+$51
|
+1
|
+0%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$254K
|
+$1.22K
|
+24
|
+0.5%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$234K
|
–
|
–
|
–
|
|
|
23
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$218K
|
+$213K
|
+4,208
|
New
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
$218K
|
+$213K
|
+4,204
|
New
|
|
|
25
|
WealthCollab
Bellevue,
Washington
|
$129K
|
+$1.98K
|
+39
|
+2%
|
|
