|
1
|
Clarity Asset Management
Ames,
Iowa
|
$31.1M
|
-$186K
|
-2,616
|
-0.6%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.4M
|
+$1.03M
|
+14,402
|
+4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.7M
|
+$445K
|
+6,245
|
+5%
|
|
|
4
|
Highland Financial Advisors
Wayne,
New Jersey
|
$9.96M
|
+$1.28M
|
+18,012
|
+15%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$9.82M
|
-$84.8K
|
-1,191
|
-0.9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.79M
|
+$126K
|
+1,765
|
+1%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$9.27M
|
+$7.98M
|
+112,095
|
+803%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.48M
|
-$27.2K
|
-382
|
-0.3%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$7.17M
|
-$179K
|
-2,520
|
-3%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$7.02M
|
+$13.5K
|
+190
|
+0.2%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.62M
|
-$129K
|
-1,806
|
-2%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$5.2M
|
-$4.84K
|
-68
|
-0.1%
|
|
|
13
|
|
$3.72M
|
–
|
–
|
–
|
|
|
14
|
Trademark Financial Management
Bloomington,
Minnesota
|
$3.38M
|
-$33.5K
|
-471
|
-1%
|
|
|
15
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.25M
|
-$174K
|
-2,443
|
-5%
|
|
|
16
|
Wealthstream Advisors
New York
|
$3.05M
|
+$217K
|
+3,046
|
+8%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$2.48M
|
-$698K
|
-9,801
|
-23%
|
|
|
18
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.45M
|
-$4.63K
|
-65
|
-0.2%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
$2.43M
|
+$5.98K
|
+84
|
+0.3%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$2.08M
|
+$2.01M
|
+28,217
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.99M
|
-$692K
|
-9,721
|
-26%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.95M
|
+$132K
|
+1,847
|
+7%
|
|
|
23
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.84M
|
+$91.9K
|
+1,291
|
+5%
|
|
|
24
|
HB Wealth Management
Atlanta,
Georgia
|
$1.72M
|
-$328K
|
-4,610
|
-16%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.57M
|
-$19.9K
|
-280
|
-1%
|
|
