|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$13.5M
|
+$11.1M
|
+215,449
|
+381%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$7.99M
|
+$110K
|
+2,119
|
+1%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$7.36M
|
-$407K
|
-7,865
|
-5%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.84M
|
+$3.05M
|
+59,042
|
+100%
|
|
|
5
|
Northland Capital Management
Virginia,
Minnesota
|
$4.08M
|
+$416K
|
+8,043
|
+11%
|
|
|
6
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.11M
|
+$109K
|
+2,104
|
+3%
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$3.04M
|
-$50.8K
|
-982
|
-2%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$2.72M
|
-$2.08M
|
-40,284
|
-42%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.98M
|
+$2.07M
|
+39,970
|
New
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
$1.63M
|
–
|
–
|
–
|
|
|
11
|
Vista Capital Partners
Portland,
Oregon
|
$1.19M
|
+$310
|
+6
|
+0%
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.19M
|
–
|
–
|
–
|
|
|
13
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.12M
|
+$32.7K
|
+633
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.09M
|
+$1.13M
|
+21,941
|
New
|
|
|
15
|
PrairieView Partners
St. Paul,
Minnesota
|
$910K
|
+$99.4K
|
+1,923
|
+12%
|
|
|
16
|
Wealthstream Advisors
New York
|
$881K
|
+$48.2K
|
+932
|
+6%
|
|
|
17
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$720K
|
–
|
–
|
–
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$512K
|
–
|
–
|
–
|
|
|
19
|
Passive Capital Management
Baltimore,
Maryland
|
$505K
|
–
|
–
|
–
|
|
|
20
|
WMS Partners
Towson,
Maryland
|
$410K
|
+$51.2K
|
+991
|
+14%
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
$408K
|
–
|
–
|
–
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$309K
|
-$3.57K
|
-69
|
-1%
|
|
|
23
|
FMB Wealth Management
Westlake Village,
California
|
$298K
|
-$29.8K
|
-577
|
-9%
|
|
|
24
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$277K
|
+$289K
|
+5,588
|
New
|
|
|
25
|
Plancorp LLC
Saint Louis,
Missouri
|
$260K
|
–
|
–
|
–
|
|
