|
1
|
Clarity Asset Management
Ames,
Iowa
|
$16.6M
|
+$324K
|
+5,612
|
+2%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$11.8M
|
+$535K
|
+9,257
|
+5%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$10.7M
|
+$43.2K
|
+748
|
+0.4%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$4.1M
|
-$72.9K
|
-1,261
|
-2%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$3.56M
|
-$51.5K
|
-892
|
-1%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.51M
|
-$8.61K
|
-149
|
-0.3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.36M
|
+$109K
|
+1,883
|
+4%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$2.57M
|
-$5.61K
|
-97
|
-0.2%
|
|
|
9
|
Northland Capital Management
Virginia,
Minnesota
|
$2.12M
|
-$15.3K
|
-264
|
-0.7%
|
|
|
10
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.94M
|
+$113K
|
+1,948
|
+6%
|
|
|
11
|
|
$1.73M
|
-$2.67M
|
-46,126
|
-62%
|
|
|
12
|
Wealthstream Advisors
New York
|
$1.68M
|
+$52.5K
|
+908
|
+3%
|
|
|
13
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
14
|
MB Generational Wealth
Spokane,
Washington
|
$1.33M
|
–
|
–
|
–
|
|
|
15
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.27M
|
+$14.7K
|
+255
|
+1%
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.06M
|
+$86.8K
|
+1,502
|
+9%
|
|
|
17
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.03M
|
-$29.5K
|
-511
|
-3%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$704K
|
+$97.8K
|
+1,693
|
+17%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$692K
|
–
|
–
|
–
|
|
|
20
|
Team Hewins
Redwood City,
California
|
$590K
|
-$29K
|
-502
|
-5%
|
|
|
21
|
WMS Partners
Towson,
Maryland
|
$522K
|
+$77.8K
|
+1,346
|
+19%
|
|
|
22
|
Journey Strategic Wealth
Summit,
New Jersey
|
$472K
|
-$47.3K
|
-819
|
-10%
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$446K
|
-$8.67K
|
-150
|
-2%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$427K
|
+$17K
|
+295
|
+4%
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
$385K
|
–
|
–
|
–
|
|
