|
1
|
Clarity Asset Management
Ames,
Iowa
|
$14.2M
|
+$13.2M
|
+264,246
|
New
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.6M
|
+$39.5K
|
+789
|
+0.4%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$9.24M
|
-$147K
|
-2,935
|
-2%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$7.62M
|
+$2.79M
|
+55,766
|
+65%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$3.86M
|
+$559K
|
+11,176
|
+18%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$3.49M
|
-$32.2K
|
-643
|
-1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.15M
|
+$2.92M
|
+58,385
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.07M
|
+$165K
|
+3,303
|
+6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$2.81M
|
+$78.7K
|
+1,572
|
+3%
|
|
|
10
|
|
$2.34M
|
-$1.47M
|
-29,420
|
-40%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.26M
|
+$269K
|
+5,375
|
+15%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$2.09M
|
+$26.1K
|
+521
|
+1%
|
|
|
13
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.52M
|
+$72.3K
|
+1,444
|
+5%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$1.38M
|
+27,580
|
New
|
|
|
15
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.43M
|
+$1.11M
|
+22,175
|
+514%
|
|
|
16
|
Wealthstream Advisors
New York
|
$1.43M
|
+$151K
|
+3,016
|
+13%
|
|
|
17
|
MB Generational Wealth
Spokane,
Washington
|
$1.18M
|
+$1.1M
|
+21,926
|
New
|
|
|
18
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.07M
|
+$998K
|
+19,947
|
New
|
|
|
19
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$950K
|
-$10.6K
|
-211
|
-1%
|
|
|
20
|
WMS Partners
Towson,
Maryland
|
$756K
|
+$7.46K
|
+149
|
+1%
|
|
|
21
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$616K
|
–
|
–
|
–
|
|
|
22
|
Team Hewins
Redwood City,
California
|
$569K
|
+$528K
|
+10,554
|
New
|
|
|
23
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$504K
|
+$468K
|
+9,357
|
New
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$410K
|
–
|
–
|
–
|
|
|
25
|
Opes Wealth Management
Menlo Park,
California
|
$351K
|
+$326K
|
+6,512
|
New
|
|
