|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$166M
|
+$18.2M
|
+366,577
|
+13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$153M
|
+$8.67M
|
+174,884
|
+6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.31M
|
+$2.26M
|
+45,609
|
New
|
|
|
4
|
|
$905K
|
-$2.91M
|
-58,639
|
-77%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$517K
|
+$504K
|
+10,180
|
New
|
|
|
6
|
FMB Wealth Management
Westlake Village,
California
|
$516K
|
+$504K
|
+10,160
|
New
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$499K
|
+$157K
|
+3,173
|
+48%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$406K
|
+$396K
|
+8,000
|
New
|
|
|
9
|
RAM Investment Partners
Bellevue,
Washington
|
$272K
|
+$265K
|
+5,355
|
New
|
|
|
10
|
Red Lighthouse Investment Management
New York
|
$252K
|
+$246K
|
+4,967
|
New
|
|
|
11
|
TriaGen Wealth Management
Calabasas,
California
|
$249K
|
+$244K
|
+4,915
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$214K
|
+$210K
|
+4,240
|
New
|
|
|
13
|
Burton Enright Welch
Walnut Creek,
California
|
$205K
|
+$200K
|
+4,035
|
New
|
|
|
14
|
Signature Resources Capital Management
Newport Beach,
California
|
$122K
|
+$119K
|
+2,396
|
New
|
|
|
15
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$101K
|
+$98.7K
|
+1,992
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$50.9K
|
-$49.7K
|
-1,003
|
-50%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.9K
|
+$37K
|
+747
|
New
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$1.28K
|
+$1.24K
|
+25
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$1.01K
|
+$991
|
+20
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$364K
|
-7,447
|
Closed
|
|
