|
1
|
Clarity Asset Management
Ames,
Iowa
|
$15.4M
|
+$179K
|
+3,081
|
+1%
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$11.2M
|
+$360K
|
+6,212
|
+3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
+$272K
|
+4,686
|
+3%
|
|
|
4
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4M
|
+$4.16M
|
+71,795
|
New
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$3.81M
|
+$41.2K
|
+711
|
+1%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.61M
|
+$402K
|
+6,925
|
+12%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.23M
|
+$143K
|
+2,470
|
+4%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$3.12M
|
-$162K
|
-2,793
|
-5%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$1.92M
|
+33,087
|
New
|
|
|
10
|
Wealthstream Advisors
New York
|
$1.8M
|
+$262K
|
+4,522
|
+16%
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.79M
|
+$10.8K
|
+187
|
+0.6%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$1.71M
|
-$250K
|
-4,314
|
-12%
|
|
|
13
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.46M
|
-$16K
|
-276
|
-1%
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.39M
|
+$235K
|
+4,057
|
+19%
|
|
|
15
|
MB Generational Wealth
Spokane,
Washington
|
$1.22M
|
–
|
–
|
–
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.09M
|
+$124K
|
+2,130
|
+12%
|
|
|
17
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$947K
|
–
|
–
|
–
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$713K
|
+$68.9K
|
+1,187
|
+10%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$706K
|
+$735K
|
+12,675
|
New
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$702K
|
-$1.73M
|
-29,857
|
-70%
|
|
|
21
|
|
$693K
|
-$938K
|
-16,177
|
-57%
|
|
|
22
|
Team Hewins
Redwood City,
California
|
$680K
|
+$144K
|
+2,474
|
+25%
|
|
|
23
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$644K
|
+$671K
|
+11,573
|
New
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$636K
|
–
|
–
|
–
|
|
|
25
|
Journey Strategic Wealth
Summit,
New Jersey
|
$571K
|
+$142K
|
+2,454
|
+31%
|
|
