|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.2M
|
+$137K
|
+2,315
|
+1%
|
|
|
2
|
Clarity Asset Management
Ames,
Iowa
|
$11.3M
|
-$5.17M
|
-87,452
|
-32%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
-$742K
|
-12,551
|
-7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$5.33M
|
+$5.25M
|
+88,884
|
New
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.14M
|
+$4.08M
|
+68,995
|
New
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4.04M
|
-$267K
|
-4,518
|
-6%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.45M
|
-$24.6K
|
-416
|
-0.7%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$3.34M
|
-$20.5K
|
-347
|
-0.6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$3.16M
|
-$723K
|
-12,230
|
-19%
|
|
|
10
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$2.26M
|
+$1.54M
|
+26,068
|
+225%
|
|
|
11
|
Wealthstream Advisors
New York
|
$1.92M
|
-$13.2K
|
-224
|
-0.7%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$1.67M
|
-$169K
|
-2,865
|
-9%
|
|
|
13
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
14
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.54M
|
-$382K
|
-6,470
|
-20%
|
|
|
15
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.44M
|
-$56.6K
|
-958
|
-4%
|
|
|
16
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.31M
|
+$136K
|
+2,295
|
+12%
|
|
|
17
|
MB Generational Wealth
Spokane,
Washington
|
$1.24M
|
-$72.3K
|
-1,223
|
-6%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
-$746K
|
-12,616
|
-38%
|
|
|
19
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$966K
|
–
|
–
|
–
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$765K
|
-$3.07K
|
-52
|
-0.4%
|
|
|
21
|
Team Hewins
Redwood City,
California
|
$762K
|
+$28.7K
|
+485
|
+4%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$713K
|
+$313K
|
+5,295
|
+80%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$694K
|
-$61.1K
|
-1,033
|
-8%
|
|
|
24
|
Journey Strategic Wealth
Summit,
New Jersey
|
$673K
|
+$57.8K
|
+978
|
+10%
|
|
|
25
|
Vestment Financial
Chanhassen,
Minnesota
|
$617K
|
+$100K
|
+1,700
|
+20%
|
|
