|
1
|
Clarity Asset Management
Ames,
Iowa
|
$25.1M
|
-$634K
|
-9,465
|
-2%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$21.1M
|
+$597K
|
+8,921
|
+3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$10.8M
|
+$193K
|
+2,887
|
+2%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$9.23M
|
-$74.8K
|
-1,117
|
-0.8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.77M
|
+$45.5K
|
+680
|
+0.6%
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$6.62M
|
+$262K
|
+3,908
|
+4%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$6.24M
|
+$3.04M
|
+45,455
|
+93%
|
|
|
8
|
Northland Capital Management
Virginia,
Minnesota
|
$4.41M
|
-$781K
|
-11,657
|
-15%
|
|
|
9
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.24M
|
+$76.5K
|
+1,143
|
+2%
|
|
|
10
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.4M
|
+$3.44M
|
+51,418
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$3.13M
|
-$99K
|
-1,478
|
-3%
|
|
|
12
|
Trademark Financial Management
Bloomington,
Minnesota
|
$3.13M
|
+$1.17M
|
+17,511
|
+59%
|
|
|
13
|
Wealthstream Advisors
New York
|
$2.31M
|
+$687K
|
+10,262
|
+42%
|
|
|
14
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.22M
|
-$25.6K
|
-382
|
-1%
|
|
|
15
|
AWM Capital
Phoenix,
Arizona
|
$2.17M
|
–
|
–
|
–
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.1M
|
-$78K
|
-1,164
|
-4%
|
|
|
17
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.59M
|
–
|
–
|
–
|
|
|
18
|
WMS Partners
Towson,
Maryland
|
$1.58M
|
+$39.2K
|
+586
|
+3%
|
|
|
19
|
Vista Capital Partners
Portland,
Oregon
|
$1.42M
|
–
|
–
|
–
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.39M
|
-$70.3K
|
-1,049
|
-5%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.39M
|
-$70.3K
|
-1,049
|
-5%
|
|
|
22
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.1M
|
+$1.11M
|
+16,591
|
New
|
|
|
23
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.06M
|
-$67.2K
|
-1,003
|
-6%
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$981K
|
-$4.02K
|
-60
|
-0.4%
|
|
|
25
|
|
$961K
|
+$973K
|
+14,535
|
New
|
|
