|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.6M
|
+$67.9K
|
+981
|
+0.5%
|
|
|
2
|
Clarity Asset Management
Ames,
Iowa
|
$14.8M
|
-$9K
|
-130
|
-0.1%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$9.73M
|
-$382K
|
-5,518
|
-4%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$9.73M
|
+$9.39M
|
+135,715
|
+52,807%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.61M
|
-$158K
|
-2,284
|
-3%
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4.32M
|
-$294K
|
-4,243
|
-7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.16M
|
-$35.6K
|
-515
|
-0.9%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$4.14M
|
+$741K
|
+10,708
|
+23%
|
|
|
9
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$3.98M
|
+$234K
|
+3,387
|
+6%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$3.36M
|
+$2.96M
|
+42,721
|
+1,023%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$2.91M
|
-$1.01M
|
-14,536
|
-26%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.44M
|
+$89.8K
|
+1,297
|
+4%
|
|
|
13
|
Wealthstream Advisors
New York
|
$2.24M
|
-$1.45K
|
-21
|
-0.1%
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.92M
|
+$19K
|
+274
|
+1%
|
|
|
15
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.9M
|
+$214K
|
+3,095
|
+13%
|
|
|
16
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.86M
|
-$12.6K
|
-182
|
-0.7%
|
|
|
17
|
Northland Capital Management
Virginia,
Minnesota
|
$1.78M
|
+$3.11K
|
+45
|
+0.2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.6M
|
+$613K
|
+8,862
|
+66%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.59M
|
+$1.13M
|
+16,390
|
+297%
|
|
|
20
|
|
$1.54M
|
+$1.49M
|
+21,556
|
New
|
|
|
21
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.51M
|
-$26.6K
|
-385
|
-2%
|
|
|
22
|
MB Generational Wealth
Spokane,
Washington
|
$1.42M
|
+$1.37M
|
+19,791
|
New
|
|
|
23
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.22M
|
–
|
–
|
–
|
|
|
24
|
|
$1.14M
|
–
|
–
|
–
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$1M
|
+$971K
|
+14,027
|
New
|
|
