|
1
|
Clarity Asset Management
Ames,
Iowa
|
$22.1M
|
+$1.79M
|
+29,733
|
+9%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$18.5M
|
+$598K
|
+9,916
|
+3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$9.86M
|
+$7.36M
|
+121,983
|
+324%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$8.72M
|
-$164K
|
-2,725
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.03M
|
-$102K
|
-1,699
|
-1%
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$5.09M
|
+$1.25M
|
+20,757
|
+34%
|
|
|
7
|
Northland Capital Management
Virginia,
Minnesota
|
$4.39M
|
-$651K
|
-10,796
|
-13%
|
|
|
8
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.61M
|
+$28.8K
|
+478
|
+0.8%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$3.1M
|
-$152K
|
-2,526
|
-5%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$2.96M
|
-$253K
|
-4,197
|
-8%
|
|
|
11
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.1M
|
+$121
|
+2
|
+0%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$2.03M
|
–
|
–
|
–
|
|
|
13
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.89M
|
+$720K
|
+11,944
|
+64%
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.83M
|
-$25.4K
|
-422
|
-1%
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.48M
|
–
|
–
|
–
|
|
|
16
|
Wealthstream Advisors
New York
|
$1.48M
|
+$19.8K
|
+329
|
+1%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.45M
|
+$948K
|
+15,722
|
+203%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.45M
|
+$948K
|
+15,722
|
+203%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.34M
|
+$28.2K
|
+467
|
+2%
|
|
|
20
|
Vista Capital Partners
Portland,
Oregon
|
$1.34M
|
+$6.63K
|
+110
|
+0.5%
|
|
|
21
|
WMS Partners
Towson,
Maryland
|
$1.28M
|
+$486K
|
+8,055
|
+63%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$1.22M
|
+20,218
|
New
|
|
|
23
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.01M
|
+$155K
|
+2,563
|
+19%
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$895K
|
+$615K
|
+10,196
|
+237%
|
|
|
25
|
Passive Capital Management
Baltimore,
Maryland
|
$739K
|
+$41.9K
|
+694
|
+6%
|
|
