|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$219M
|
+$7.42M
|
+148,415
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$208M
|
+$18.2M
|
+364,471
|
+9%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$39.5M
|
+$9.41M
|
+188,194
|
+31%
|
|
|
4
|
Citrine Capital
San Francisco,
California
|
$31.8M
|
+$21.9M
|
+438,265
|
+215%
|
|
|
5
|
One Degree Advisors
San Diego,
California
|
$4.85M
|
+$77.4K
|
+1,547
|
+2%
|
|
|
6
|
Callan Family Office
Radnor,
Pennsylvania
|
$4.3M
|
+$4.34M
|
+86,700
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.26M
|
+$449K
|
+8,978
|
+16%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.61M
|
+$60.8K
|
+1,215
|
+2%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$2.32M
|
+$1.66M
|
+33,195
|
+245%
|
|
|
10
|
Elmwood Wealth Management
Berkeley,
California
|
$2.05M
|
+$1.19M
|
+23,810
|
+135%
|
|
|
11
|
TriaGen Wealth Management
Calabasas,
California
|
$1.94M
|
-$12.7K
|
-253
|
-0.6%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$1.74M
|
+$10.1K
|
+201
|
+0.6%
|
|
|
13
|
|
$1.44M
|
-$4.4M
|
-87,926
|
-75%
|
|
|
14
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.44M
|
+$876K
|
+17,509
|
+152%
|
|
|
15
|
Burton Enright Welch
Walnut Creek,
California
|
$1.36M
|
+$445K
|
+8,900
|
+48%
|
|
|
16
|
Root Financial Partners
Encinitas,
California
|
$1.27M
|
+$314K
|
+6,283
|
+33%
|
|
|
17
|
Prospect Financial Group
Arlington,
Virginia
|
$849K
|
+$485K
|
+9,698
|
+131%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$779K
|
-$2.01M
|
-40,171
|
-72%
|
|
|
19
|
Fiduciary Financial Group
San Rafael,
California
|
$701K
|
+$359K
|
+7,179
|
+100%
|
|
|
20
|
True Link Financial Advisors
San Francisco,
California
|
$687K
|
+$37.5K
|
+750
|
+6%
|
|
|
21
|
RAM Investment Partners
Bellevue,
Washington
|
$674K
|
+$272K
|
+5,440
|
+67%
|
|
|
22
|
FMB Wealth Management
Westlake Village,
California
|
$618K
|
–
|
–
|
–
|
|
|
23
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$595K
|
+$50K
|
+1,000
|
+9%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$560K
|
-$912K
|
-18,232
|
-62%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$522K
|
–
|
–
|
–
|
|
