|
1
|
MASECO Private Wealth
London,
|
$44.6M
|
+$42M
|
+660,004
|
New
|
|
|
2
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.6M
|
+$832K
|
+13,066
|
+6%
|
|
|
3
|
Clarity Asset Management
Ames,
Iowa
|
$14M
|
+$1.18M
|
+18,553
|
+10%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$9.56M
|
-$1.72M
|
-27,038
|
-16%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.51M
|
-$145K
|
-2,277
|
-3%
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4.36M
|
-$171K
|
-2,684
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.96M
|
+$73.5K
|
+1,155
|
+2%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$3.73M
|
-$28K
|
-439
|
-0.8%
|
|
|
9
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$3.53M
|
+$933K
|
+14,647
|
+39%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.18M
|
-$351K
|
-5,520
|
-10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.22M
|
+$1.73M
|
+27,237
|
+484%
|
|
|
12
|
Wealthstream Advisors
New York
|
$2.12M
|
-$45.9K
|
-721
|
-2%
|
|
|
13
|
HUB Investment Partners
Austin,
Texas
|
$2.04M
|
+$1.93M
|
+30,234
|
New
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.79M
|
+$155K
|
+2,429
|
+10%
|
|
|
15
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.77M
|
+$573
|
+9
|
+0%
|
|
|
16
|
Northland Capital Management
Virginia,
Minnesota
|
$1.68M
|
-$187K
|
-2,932
|
-11%
|
|
|
17
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.58M
|
-$145K
|
-2,272
|
-9%
|
|
|
18
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.45M
|
-$25.9K
|
-407
|
-2%
|
|
|
19
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.15M
|
–
|
–
|
–
|
|
|
20
|
|
$1.08M
|
+$1.02M
|
+15,998
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$966K
|
+$473K
|
+7,429
|
+108%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$922K
|
+$112K
|
+1,764
|
+15%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$913K
|
+$860K
|
+13,510
|
New
|
|
|
24
|
Vestment Financial
Chanhassen,
Minnesota
|
$881K
|
+$179K
|
+2,807
|
+27%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$858K
|
+$127
|
+2
|
+0%
|
|
