|
1
|
Clarity Asset Management
Ames,
Iowa
|
$32M
|
-$235K
|
-3,141
|
-0.7%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.8M
|
-$526K
|
-7,025
|
-2%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12M
|
+$660K
|
+8,812
|
+6%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$11.7M
|
+$2.03M
|
+27,184
|
+22%
|
|
|
5
|
Highland Financial Advisors
Wayne,
New Jersey
|
$10.4M
|
+$97.5K
|
+1,302
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$140K
|
+1,875
|
+1%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$10.2M
|
-$13.2K
|
-176
|
-0.1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.78M
|
-$9.73K
|
-130
|
-0.1%
|
|
|
9
|
Trailhead Planners
Edina,
Minnesota
|
$8.22M
|
+$8.07M
|
+107,749
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$7.31M
|
+$35.4K
|
+473
|
+0.5%
|
|
|
11
|
Northland Capital Management
Virginia,
Minnesota
|
$5.79M
|
+$388K
|
+5,178
|
+7%
|
|
|
12
|
|
$3.86M
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$3.54M
|
-$3.82M
|
-51,005
|
-52%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$3.22M
|
+$3.16M
|
+42,183
|
New
|
|
|
15
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.95M
|
-$417K
|
-5,576
|
-13%
|
|
|
16
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.53M
|
-$9.51K
|
-127
|
-0.4%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$2.52M
|
+$898
|
+12
|
+0%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
+$402K
|
+5,376
|
+20%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.46M
|
-$111K
|
-1,489
|
-4%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.04M
|
+$2M
|
+26,680
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.02M
|
–
|
–
|
–
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$1.96M
|
-$191K
|
-2,547
|
-9%
|
|
|
23
|
HB Wealth Management
Atlanta,
Georgia
|
$1.92M
|
+$130K
|
+1,733
|
+7%
|
|
|
24
|
Vestment Financial
Chanhassen,
Minnesota
|
$1.9M
|
-$51.3K
|
-685
|
-3%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$1.81M
|
+$601K
|
+8,029
|
+51%
|
|
