|
1
|
Clarity Asset Management
Ames,
Iowa
|
$15M
|
-$14.3K
|
-263
|
-0.1%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.6M
|
-$602K
|
-11,076
|
-6%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$5.31M
|
-$2.62M
|
-48,099
|
-34%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$4.08M
|
+$762
|
+14
|
+0%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$3.75M
|
+$61.3K
|
+1,127
|
+2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.1M
|
+$121K
|
+2,231
|
+4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.05M
|
-$190K
|
-3,487
|
-6%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$2.69M
|
-$6.76M
|
-124,214
|
-72%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$2.4M
|
+$7.78K
|
+143
|
+0.3%
|
|
|
10
|
|
$2.3M
|
-$163K
|
-3,002
|
-7%
|
|
|
11
|
Northland Capital Management
Virginia,
Minnesota
|
$2.18M
|
-$19.5K
|
-359
|
-0.9%
|
|
|
12
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.55M
|
-$53.7K
|
-987
|
-3%
|
|
|
13
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.51M
|
–
|
–
|
–
|
|
|
14
|
Wealthstream Advisors
New York
|
$1.49M
|
-$19.2K
|
-353
|
-1%
|
|
|
15
|
MB Generational Wealth
Spokane,
Washington
|
$1.25M
|
–
|
–
|
–
|
|
|
16
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.2M
|
+$58.4K
|
+1,073
|
+5%
|
|
|
17
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$980K
|
-$6.2K
|
-114
|
-0.6%
|
|
|
18
|
WMS Partners
Towson,
Maryland
|
$821K
|
+$21.8K
|
+401
|
+3%
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$742K
|
+$200K
|
+3,679
|
+39%
|
|
|
20
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$650K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$643K
|
-$886K
|
-16,281
|
-59%
|
|
|
22
|
Team Hewins
Redwood City,
California
|
$603K
|
+$2.45K
|
+45
|
+0.4%
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$427K
|
-$5.49K
|
-101
|
-1%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$386K
|
+$14.6K
|
+268
|
+4%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$374K
|
+$17.1K
|
+315
|
+5%
|
|
