|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$15.9M
|
+$556K
|
+10,772
|
+4%
|
|
|
2
|
Clarity Asset Management
Ames,
Iowa
|
$15.1M
|
+$13.9M
|
+269,110
|
New
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$9M
|
-$55.9K
|
-1,082
|
-0.7%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$7.82M
|
-$487K
|
-9,436
|
-6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.32M
|
-$272K
|
-5,265
|
-4%
|
|
|
6
|
Northland Capital Management
Virginia,
Minnesota
|
$4.68M
|
+$55.6K
|
+1,076
|
+1%
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$3.48M
|
+$31.6K
|
+611
|
+1%
|
|
|
8
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.34M
|
-$164K
|
-3,179
|
-5%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$3.03M
|
-$42.2K
|
-818
|
-1%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$2.78M
|
+$487K
|
+9,424
|
+24%
|
|
|
11
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.91M
|
+$1.46M
|
+28,359
|
+507%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$1.85M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.41M
|
+$160K
|
+3,094
|
+14%
|
|
|
14
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.35M
|
–
|
–
|
–
|
|
|
15
|
Wealthstream Advisors
New York
|
$1.3M
|
+$280K
|
+5,431
|
+31%
|
|
|
16
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.3M
|
+$1.2M
|
+23,144
|
New
|
|
|
17
|
Vista Capital Partners
Portland,
Oregon
|
$1.21M
|
-$130K
|
-2,515
|
-10%
|
|
|
18
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.19M
|
-$77.1K
|
-1,492
|
-7%
|
|
|
19
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.04M
|
+$9.71K
|
+188
|
+1%
|
|
|
20
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$825K
|
+$8.42K
|
+163
|
+1%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$814K
|
+$749K
|
+14,494
|
New
|
|
|
22
|
|
$738K
|
+$678K
|
+13,136
|
New
|
|
|
23
|
Passive Capital Management
Baltimore,
Maryland
|
$675K
|
+$94.3K
|
+1,825
|
+18%
|
|
|
24
|
WMS Partners
Towson,
Maryland
|
$584K
|
+$110K
|
+2,122
|
+26%
|
|
|
25
|
|
$581K
|
+$534K
|
+10,336
|
New
|
|
