|
1
|
Clarity Asset Management
Ames,
Iowa
|
$14.9M
|
+$210K
|
+3,724
|
+1%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.3M
|
+$15.4K
|
+272
|
+0.1%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$9.76M
|
+$7.26M
|
+128,457
|
+272%
|
|
|
4
|
|
$4.15M
|
+$1.94M
|
+34,352
|
+85%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$3.83M
|
-$159K
|
-2,807
|
-4%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$3.31M
|
-$353K
|
-6,243
|
-9%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$3.23M
|
+$208K
|
+3,679
|
+7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.98M
|
+$1.86K
|
+33
|
+0.1%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$2.36M
|
+$22.4K
|
+397
|
+0.9%
|
|
|
10
|
Northland Capital Management
Virginia,
Minnesota
|
$1.96M
|
-$176K
|
-3,113
|
-8%
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.67M
|
+$156K
|
+2,764
|
+10%
|
|
|
12
|
Wealthstream Advisors
New York
|
$1.49M
|
+$41.1K
|
+728
|
+3%
|
|
|
13
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.47M
|
+$509
|
+9
|
+0%
|
|
|
14
|
MB Generational Wealth
Spokane,
Washington
|
$1.22M
|
-$509
|
-9
|
-0%
|
|
|
15
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.15M
|
-$17.4K
|
-307
|
-1%
|
|
|
16
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$973K
|
–
|
–
|
–
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$885K
|
+$164K
|
+2,905
|
+22%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$634K
|
–
|
–
|
–
|
|
|
19
|
Team Hewins
Redwood City,
California
|
$569K
|
-$20.3K
|
-359
|
-3%
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$552K
|
+$191K
|
+3,373
|
+51%
|
|
|
21
|
Journey Strategic Wealth
Summit,
New Jersey
|
$478K
|
+$235K
|
+4,165
|
+94%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$417K
|
–
|
–
|
–
|
|
|
23
|
WMS Partners
Towson,
Maryland
|
$404K
|
-$404K
|
-7,150
|
-50%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$375K
|
-$1.7K
|
-30
|
-0.4%
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
$353K
|
+$90.4K
|
+1,600
|
+34%
|
|
