|
1
|
Clarity Asset Management
Ames,
Iowa
|
$25.4M
|
+$1.92M
|
+30,526
|
+9%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$20.3M
|
+$692K
|
+10,990
|
+4%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$10.4M
|
+$18.7K
|
+297
|
+0.2%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$9.18M
|
-$35.5K
|
-564
|
-0.4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.63M
|
+$187K
|
+2,968
|
+3%
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$6.28M
|
+$861K
|
+13,677
|
+17%
|
|
|
7
|
Northland Capital Management
Virginia,
Minnesota
|
$5.12M
|
+$459K
|
+7,286
|
+10%
|
|
|
8
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.11M
|
+$277K
|
+4,397
|
+8%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$3.2M
|
+$59.2K
|
+941
|
+2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.19M
|
-$86.3K
|
-1,371
|
-3%
|
|
|
11
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.22M
|
+$189
|
+3
|
+0%
|
|
|
12
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.15M
|
+$146K
|
+2,319
|
+8%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$2.15M
|
–
|
–
|
–
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.95M
|
+$14.4K
|
+229
|
+0.8%
|
|
|
15
|
Wealthstream Advisors
New York
|
$1.61M
|
+$50.4K
|
+800
|
+3%
|
|
|
16
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.57M
|
–
|
–
|
–
|
|
|
17
|
WMS Partners
Towson,
Maryland
|
$1.52M
|
+$160K
|
+2,534
|
+12%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.44M
|
-$90.2K
|
-1,433
|
-6%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.44M
|
-$90.2K
|
-1,433
|
-6%
|
|
|
20
|
Vista Capital Partners
Portland,
Oregon
|
$1.4M
|
-$13.1K
|
-208
|
-1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.38M
|
-$39.2K
|
-623
|
-3%
|
|
|
22
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.12M
|
+$49.9K
|
+792
|
+5%
|
|
|
23
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$973K
|
+$25.3K
|
+402
|
+3%
|
|
|
24
|
Passive Capital Management
Baltimore,
Maryland
|
$762K
|
-$19.3K
|
-307
|
-3%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$684K
|
+$5.16K
|
+82
|
+0.8%
|
|
