|
1
|
Clarity Asset Management
Ames,
Iowa
|
$28.2M
|
+$4.85M
|
+73,260
|
+19%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.4M
|
+$21.6M
|
+326,840
|
New
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.6M
|
+$9.13M
|
+137,887
|
New
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$8.6M
|
-$110K
|
-1,662
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.08M
|
-$258K
|
-3,902
|
-3%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$7.02M
|
-$3.33M
|
-50,310
|
-31%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$6.49M
|
+$6.89M
|
+104,070
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$6.39M
|
+$529K
|
+7,996
|
+8%
|
|
|
9
|
Highland Financial Advisors
Wayne,
New Jersey
|
$6.33M
|
+$92.4K
|
+1,396
|
+1%
|
|
|
10
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.25M
|
+$266K
|
+4,020
|
+6%
|
|
|
11
|
Northland Capital Management
Virginia,
Minnesota
|
$4.07M
|
-$100K
|
-1,514
|
-2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.04M
|
+$88.8K
|
+1,341
|
+3%
|
|
|
13
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.96M
|
-$264K
|
-3,994
|
-8%
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.76M
|
-$208K
|
-3,142
|
-7%
|
|
|
15
|
Wealthstream Advisors
New York
|
$2.13M
|
-$53K
|
-801
|
-2%
|
|
|
16
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.09M
|
+$199
|
+3
|
+0%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$2.05M
|
–
|
–
|
–
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.97M
|
-$9.6K
|
-145
|
-0.5%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$1.5M
|
+$1.6M
|
+24,090
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$565K
|
+8,540
|
+59%
|
|
|
21
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.36M
|
-$145K
|
-2,185
|
-9%
|
|
|
22
|
Vista Capital Partners
Portland,
Oregon
|
$1.22M
|
-$125K
|
-1,887
|
-9%
|
|
|
23
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.13M
|
+$100K
|
+1,511
|
+9%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.13M
|
-$189K
|
-2,848
|
-14%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.13M
|
-$189K
|
-2,848
|
-14%
|
|
