|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$385M
|
+$32.6M
|
+650,418
|
+9%
|
|
|
2
|
Citrine Capital
San Francisco,
California
|
$50.3M
|
+$10.7M
|
+214,230
|
+27%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$21.6M
|
-$30.7M
|
-613,293
|
-59%
|
|
|
4
|
Savvy Advisors Inc
New York
|
$9.61M
|
+$710K
|
+14,175
|
+8%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$6.24M
|
+$329K
|
+6,579
|
+6%
|
|
|
6
|
One Degree Advisors
San Diego,
California
|
$6.14M
|
+$224K
|
+4,465
|
+4%
|
|
|
7
|
Signature Resources Capital Management
Newport Beach,
California
|
$5.5M
|
-$121K
|
-2,421
|
-2%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$3.61M
|
–
|
–
|
–
|
|
|
9
|
TriaGen Wealth Management
Calabasas,
California
|
$3.57M
|
+$255K
|
+5,084
|
+8%
|
|
|
10
|
Vise Technologies
New York
|
$3.44M
|
+$716K
|
+14,296
|
+26%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$3.21M
|
-$416K
|
-8,300
|
-11%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.69M
|
+$114K
|
+2,276
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.49M
|
+$318K
|
+6,361
|
+15%
|
|
|
14
|
Three Arch Wealth Management
Irvine,
California
|
$2.39M
|
+$2.38M
|
+47,602
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.49M
|
+$43K
|
+859
|
+3%
|
|
|
16
|
Foundry Financial
Pasadena,
California
|
$1.48M
|
-$74K
|
-1,479
|
-5%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$1.36M
|
+$7.71K
|
+154
|
+0.6%
|
|
|
18
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.33M
|
+$1.33M
|
+26,500
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.3M
|
+$234K
|
+4,670
|
+22%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$1.29M
|
+$326K
|
+6,516
|
+34%
|
|
|
21
|
Marrick Wealth
Irvine,
California
|
$1.28M
|
+$78.5K
|
+1,567
|
+7%
|
|
|
22
|
Nautilus Advisors
La Jolla,
California
|
$1.21M
|
+$35.5K
|
+709
|
+3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$46.9K
|
+936
|
+4%
|
|
|
24
|
|
$1.14M
|
+$1.13M
|
+22,667
|
New
|
|
|
25
|
Lodestar Private Asset Management
Alamo,
California
|
$1.11M
|
-$35.3K
|
-706
|
-3%
|
|
