|
1
|
MASECO Private Wealth
London,
|
$116M
|
+$1.05M
|
+12,550
|
+1%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$18.2M
|
+$1.77M
|
+21,179
|
+11%
|
|
|
3
|
Highland Financial Advisors
Wayne,
New Jersey
|
$15.5M
|
+$2.01M
|
+24,004
|
+16%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$230K
|
-2,746
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$523K
|
-6,246
|
-5%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$11M
|
-$353K
|
-4,215
|
-3%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.9M
|
-$93.8K
|
-1,120
|
-0.9%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.79M
|
-$23.9M
|
-285,772
|
-81%
|
|
|
9
|
Freedom Day Solutions
Houston,
Texas
|
$5.6M
|
+$5.3M
|
+63,253
|
New
|
|
|
10
|
Clarity Asset Management
Ames,
Iowa
|
$5.59M
|
-$5.51M
|
-65,792
|
-51%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$4.93M
|
-$3.34M
|
-39,878
|
-42%
|
|
|
12
|
Trailhead Planners
Edina,
Minnesota
|
$4.62M
|
-$4.79M
|
-57,239
|
-52%
|
|
|
13
|
|
$4.47M
|
–
|
–
|
–
|
|
|
14
|
Northland Capital Management
Virginia,
Minnesota
|
$3.91M
|
-$2.32M
|
-27,660
|
-38%
|
|
|
15
|
Greenspring Advisors
Towson,
Maryland
|
$3.76M
|
-$56.9K
|
-680
|
-2%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$3.49M
|
+$153K
|
+1,822
|
+5%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$3.38M
|
-$34.7K
|
-414
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.35M
|
+$223K
|
+2,661
|
+8%
|
|
|
19
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.99M
|
+$1.07M
|
+12,755
|
+61%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
$2.93M
|
+$921
|
+11
|
+0%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$2.86M
|
-$439K
|
-5,244
|
-14%
|
|
|
22
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.82M
|
+$251
|
+3
|
+0%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.81M
|
+$225K
|
+2,685
|
+9%
|
|
|
24
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.55M
|
+$216K
|
+2,584
|
+10%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$2.36M
|
-$2.76K
|
-33
|
-0.1%
|
|
