|
1
|
Corient Private Wealth
Miami,
Florida
|
$8.24M
|
+$32.4K
|
+620
|
+0.4%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.6M
|
+$201K
|
+3,853
|
+4%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.98M
|
-$54.1K
|
-1,034
|
-1%
|
|
|
4
|
|
$2.48M
|
+$1.08M
|
+20,586
|
+85%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
+$672K
|
+12,862
|
+46%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.73M
|
-$209
|
-4
|
-0%
|
|
|
7
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.39M
|
+$5.28K
|
+101
|
+0.4%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$1.2M
|
+$39.5K
|
+755
|
+4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
+$972K
|
+18,599
|
New
|
|
|
10
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1M
|
+$29K
|
+554
|
+3%
|
|
|
11
|
Northland Capital Management
Virginia,
Minnesota
|
$992K
|
-$12.1K
|
-231
|
-1%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$920K
|
+$157K
|
+3,005
|
+22%
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$737K
|
–
|
–
|
–
|
|
|
14
|
Wealthstream Advisors
New York
|
$654K
|
-$17K
|
-325
|
-3%
|
|
|
15
|
Journey Strategic Wealth
Summit,
New Jersey
|
$590K
|
+$557K
|
+10,659
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$551K
|
+$515K
|
+9,844
|
New
|
|
|
17
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$501K
|
–
|
–
|
–
|
|
|
18
|
LexAurum Advisors
Overland Park,
Kansas
|
$468K
|
+$442K
|
+8,457
|
New
|
|
|
19
|
WMS Partners
Towson,
Maryland
|
$381K
|
+$46.9K
|
+898
|
+15%
|
|
|
20
|
Tarbox Family Office
Newport Beach,
California
|
$336K
|
+$30K
|
+574
|
+10%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$318K
|
–
|
–
|
–
|
|
|
22
|
Level Financial Advisors
East Amherst,
New York
|
$310K
|
–
|
–
|
–
|
|
|
23
|
Team Hewins
Redwood City,
California
|
$283K
|
-$1.67K
|
-32
|
-0.6%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$275K
|
+$2.46K
|
+47
|
+1%
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$250K
|
–
|
–
|
–
|
|
