|
1
|
Clarity Asset Management
Ames,
Iowa
|
$20.2M
|
+$3.47M
|
+59,504
|
+22%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$17.8M
|
+$392K
|
+6,730
|
+2%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$8.84M
|
+$277K
|
+4,760
|
+3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.1M
|
+$174K
|
+2,992
|
+3%
|
|
|
5
|
Northland Capital Management
Virginia,
Minnesota
|
$5.03M
|
-$81.6K
|
-1,400
|
-2%
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$3.79M
|
-$13.3K
|
-228
|
-0.4%
|
|
|
7
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.57M
|
-$84K
|
-1,442
|
-2%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.24M
|
-$70.2K
|
-1,205
|
-2%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$3.21M
|
+$164K
|
+2,812
|
+6%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$2.31M
|
-$7.14M
|
-122,507
|
-76%
|
|
|
11
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.09M
|
+$117
|
+2
|
+0%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$2.02M
|
–
|
–
|
–
|
|
|
13
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.84M
|
+$401K
|
+6,877
|
+30%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.66M
|
+$1.04M
|
+17,920
|
+196%
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.47M
|
–
|
–
|
–
|
|
|
16
|
Wealthstream Advisors
New York
|
$1.45M
|
+$22.7K
|
+390
|
+2%
|
|
|
17
|
Vista Capital Partners
Portland,
Oregon
|
$1.32M
|
-$583
|
-10
|
-0%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.31M
|
-$221K
|
-3,787
|
-15%
|
|
|
19
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.15M
|
+$6.76K
|
+116
|
+0.6%
|
|
|
20
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$913K
|
+$10.1K
|
+174
|
+1%
|
|
|
21
|
Journey Strategic Wealth
Summit,
New Jersey
|
$844K
|
-$430K
|
-7,386
|
-35%
|
|
|
22
|
WMS Partners
Towson,
Maryland
|
$783K
|
+$137K
|
+2,352
|
+23%
|
|
|
23
|
Passive Capital Management
Baltimore,
Maryland
|
$693K
|
-$42.2K
|
-725
|
-6%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$653K
|
+$619K
|
+10,628
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$595K
|
+$564K
|
+9,684
|
New
|
|
