|
1
|
Corient Private Wealth
Miami,
Florida
|
$7.58M
|
+$70.3K
|
+1,319
|
+0.9%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.23M
|
+$126K
|
+2,360
|
+2%
|
|
|
3
|
|
$4.24M
|
+$2.09M
|
+39,225
|
+87%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$3.8M
|
+$183K
|
+3,428
|
+5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.21M
|
+$163K
|
+3,047
|
+7%
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$1.81M
|
+$1.91M
|
+35,888
|
New
|
|
|
7
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.3M
|
+$1.38M
|
+25,836
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$1.23M
|
+23,083
|
New
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
$1.11M
|
+$18.9K
|
+355
|
+2%
|
|
|
10
|
Highland Financial Advisors
Wayne,
New Jersey
|
$925K
|
+$13.5K
|
+254
|
+1%
|
|
|
11
|
Northland Capital Management
Virginia,
Minnesota
|
$772K
|
-$139K
|
-2,610
|
-15%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$753K
|
+$796K
|
+14,932
|
New
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$734K
|
-$110K
|
-2,071
|
-12%
|
|
|
14
|
Journey Strategic Wealth
Summit,
New Jersey
|
$733K
|
+$207K
|
+3,875
|
+36%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$707K
|
+$36.9K
|
+691
|
+5%
|
|
|
16
|
Wealthstream Advisors
New York
|
$609K
|
+$13.4K
|
+252
|
+2%
|
|
|
17
|
LexAurum Advisors
Overland Park,
Kansas
|
$477K
|
+$53.8K
|
+1,009
|
+12%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$466K
|
-$1.18M
|
-22,120
|
-71%
|
|
|
19
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$452K
|
-$4.8K
|
-90
|
-1%
|
|
|
20
|
Trademark Financial Management
Bloomington,
Minnesota
|
$361K
|
-$956K
|
-17,915
|
-71%
|
|
|
21
|
WMS Partners
Towson,
Maryland
|
$339K
|
-$8.27K
|
-155
|
-2%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$314K
|
+$332K
|
+6,221
|
New
|
|
|
23
|
Tarbox Family Office
Newport Beach,
California
|
$309K
|
+$2.72K
|
+51
|
+0.8%
|
|
|
24
|
Plancorp LLC
Saint Louis,
Missouri
|
$290K
|
–
|
–
|
–
|
|
|
25
|
Level Financial Advisors
East Amherst,
New York
|
$283K
|
+$213
|
+4
|
+0.1%
|
|
