|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$226M
|
+$23.6M
|
+467,747
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$198M
|
+$17.6M
|
+349,452
|
+10%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$22.3M
|
+$257K
|
+5,092
|
+1%
|
|
|
4
|
One Degree Advisors
San Diego,
California
|
$4.52M
|
+$4.5M
|
+89,188
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.39M
|
+$80.4K
|
+1,593
|
+3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.01M
|
+$926K
|
+18,335
|
+86%
|
|
|
7
|
TriaGen Wealth Management
Calabasas,
California
|
$1.9M
|
+$798K
|
+15,815
|
+73%
|
|
|
8
|
|
$1.68M
|
+$1.68M
|
+33,208
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.44M
|
+$1.44M
|
+28,466
|
New
|
|
|
10
|
Burton Enright Welch
Walnut Creek,
California
|
$1.31M
|
+$529K
|
+10,478
|
+68%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$823K
|
+$138K
|
+2,724
|
+20%
|
|
|
12
|
FMB Wealth Management
Westlake Village,
California
|
$610K
|
+$3.13K
|
+62
|
+0.5%
|
|
|
13
|
True Link Financial Advisors
San Francisco,
California
|
$606K
|
–
|
–
|
–
|
|
|
14
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$557K
|
+$177K
|
+3,500
|
+47%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$554K
|
+$552K
|
+10,925
|
New
|
|
|
16
|
Signature Resources Capital Management
Newport Beach,
California
|
$513K
|
-$2.42K
|
-48
|
-0.5%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$359K
|
+$49.4K
|
+978
|
+16%
|
|
|
18
|
RAM Investment Partners
Bellevue,
Washington
|
$348K
|
+$15.2K
|
+302
|
+5%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$336K
|
–
|
–
|
–
|
|
|
20
|
Red Lighthouse Investment Management
New York
|
$306K
|
-$20.8K
|
-411
|
-6%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$293K
|
+$292K
|
+5,785
|
New
|
|
|
22
|
Fiduciary Financial Group
San Rafael,
California
|
$270K
|
–
|
–
|
–
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$261K
|
-$23.2K
|
-460
|
-8%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$255K
|
+$254K
|
+5,032
|
New
|
|
|
25
|
Willow Creek Wealth Management
Sebastopol,
California
|
$228K
|
+$227K
|
+4,489
|
New
|
|
