|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$200M
|
+$14M
|
+278,965
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$178M
|
+$9.32M
|
+186,046
|
+6%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$21.8M
|
+$3.58M
|
+71,447
|
+20%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.28M
|
-$32.3K
|
-645
|
-1%
|
|
|
5
|
|
$1.78M
|
+$1.78M
|
+35,476
|
New
|
|
|
6
|
TriaGen Wealth Management
Calabasas,
California
|
$1.08M
|
+$344K
|
+6,861
|
+47%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.07M
|
+$13.4K
|
+268
|
+1%
|
|
|
8
|
Burton Enright Welch
Walnut Creek,
California
|
$767K
|
+$565K
|
+11,276
|
+279%
|
|
|
9
|
Root Financial Partners
Encinitas,
California
|
$677K
|
+$678K
|
+13,521
|
New
|
|
|
10
|
FMB Wealth Management
Westlake Village,
California
|
$599K
|
+$42.1K
|
+840
|
+8%
|
|
|
11
|
True Link Financial Advisors
San Francisco,
California
|
$598K
|
+$12.5K
|
+250
|
+2%
|
|
|
12
|
Signature Resources Capital Management
Newport Beach,
California
|
$510K
|
+$390K
|
+7,780
|
+325%
|
|
|
13
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$376K
|
–
|
–
|
–
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$332K
|
–
|
–
|
–
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$329K
|
+$48.9K
|
+975
|
+17%
|
|
|
16
|
Red Lighthouse Investment Management
New York
|
$323K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$306K
|
-$256K
|
-5,115
|
-46%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$281K
|
-$256K
|
-5,113
|
-48%
|
|
|
19
|
Fiduciary Financial Group
San Rafael,
California
|
$268K
|
+$267K
|
+5,336
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$250K
|
+$250K
|
+4,989
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$134K
|
+$5.16K
|
+103
|
+4%
|
|
|
22
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$102K
|
+$101K
|
+2,020
|
New
|
|
|
23
|
Angeles Wealth Management
Santa Monica,
California
|
$100K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$50.2K
|
–
|
–
|
–
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$40.1K
|
+$39.9K
|
+796
|
New
|
|
