|
1
|
MASECO Private Wealth
London,
|
$84.3M
|
+$78.2M
|
+1,230,145
|
New
|
|
|
2
|
Clarity Asset Management
Ames,
Iowa
|
$29.2M
|
-$1.76M
|
-27,687
|
-6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.6M
|
+$1.08M
|
+17,006
|
+5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.67M
|
+$44.2K
|
+695
|
+0.5%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$9.23M
|
-$206K
|
-3,241
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.01M
|
+$6.89M
|
+108,353
|
+473%
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$8.06M
|
+$1.02M
|
+15,997
|
+16%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.93M
|
+$130K
|
+2,048
|
+2%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$6.86M
|
-$154K
|
-2,417
|
-2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$6.53M
|
-$1.1M
|
-17,307
|
-15%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.3M
|
+$1.51M
|
+23,699
|
+35%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$4.85M
|
+$349K
|
+5,488
|
+8%
|
|
|
13
|
|
$3.47M
|
+$3.21M
|
+50,529
|
New
|
|
|
14
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.2M
|
-$46.8K
|
-736
|
-2%
|
|
|
15
|
Trademark Financial Management
Bloomington,
Minnesota
|
$3.18M
|
+$137K
|
+2,156
|
+5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$2.99M
|
-$328K
|
-5,158
|
-11%
|
|
|
17
|
Wealthstream Advisors
New York
|
$2.64M
|
+$270K
|
+4,254
|
+12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.52M
|
+$1.41M
|
+22,185
|
+153%
|
|
|
19
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.29M
|
-$10.4K
|
-164
|
-0.5%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
$2.26M
|
+$5.15K
|
+81
|
+0.2%
|
|
|
21
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.14M
|
-$26.6K
|
-419
|
-1%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$1.92M
|
+$252K
|
+3,960
|
+16%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.9M
|
+$1.76M
|
+27,686
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.69M
|
+$703K
|
+11,063
|
+81%
|
|
|
25
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.63M
|
+$348K
|
+5,471
|
+30%
|
|
