|
1
|
Kestra Advisory Services
Austin,
Texas
|
$27.7M
|
+$27.9M
|
+605,977
|
New
|
|
|
2
|
Northland Capital Management
Virginia,
Minnesota
|
$6.69M
|
-$370K
|
-8,056
|
-5%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$5.42M
|
+$5.45M
|
+118,602
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$3.12M
|
+$674K
|
+14,656
|
+27%
|
|
|
5
|
Vista Capital Partners
Portland,
Oregon
|
$2.88M
|
+$2.9M
|
+62,966
|
New
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$2.79M
|
+$299K
|
+6,494
|
+12%
|
|
|
7
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.54M
|
-$1.69M
|
-36,709
|
-40%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$2.15M
|
+$1.29M
|
+28,087
|
+148%
|
|
|
9
|
AWM Capital
Phoenix,
Arizona
|
$1.5M
|
+$1.51M
|
+32,893
|
New
|
|
|
10
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.1M
|
–
|
–
|
–
|
|
|
11
|
Journey Strategic Wealth
Summit,
New Jersey
|
$739K
|
+$742K
|
+16,147
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$610K
|
+$614K
|
+13,346
|
New
|
|
|
13
|
Passive Capital Management
Baltimore,
Maryland
|
$501K
|
+$504K
|
+10,960
|
New
|
|
|
14
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$430K
|
+$432K
|
+9,395
|
New
|
|
|
15
|
PrairieView Partners
St. Paul,
Minnesota
|
$381K
|
+$7.13K
|
+155
|
+2%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$323K
|
-$120K
|
-2,616
|
-27%
|
|
|
17
|
TCI Wealth Advisors
Tucson,
Arizona
|
$314K
|
+$316K
|
+6,872
|
New
|
|
|
18
|
FMB Wealth Management
Westlake Village,
California
|
$297K
|
+$299K
|
+6,503
|
New
|
|
|
19
|
Wealthstream Advisors
New York
|
$269K
|
+$271K
|
+5,883
|
New
|
|
|
20
|
|
$261K
|
+$263K
|
+5,716
|
New
|
|
|
21
|
Silicon Hills Wealth Management
Austin,
Texas
|
$242K
|
+$243K
|
+5,290
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$241K
|
+$242K
|
+5,270
|
New
|
|
|
23
|
Plancorp LLC
Saint Louis,
Missouri
|
$240K
|
+$241K
|
+5,250
|
New
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$204K
|
+$206K
|
+4,470
|
New
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$179K
|
–
|
–
|
–
|
|
