|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$234M
|
+$15.5M
|
+316,227
|
+7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$221M
|
+$13.6M
|
+277,036
|
+7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$41.6M
|
+$2.35M
|
+47,778
|
+6%
|
|
|
4
|
Citrine Capital
San Francisco,
California
|
$34.1M
|
+$2.41M
|
+49,095
|
+8%
|
|
|
5
|
Signature Resources Capital Management
Newport Beach,
California
|
$4.79M
|
+$3.35M
|
+68,141
|
+235%
|
|
|
6
|
One Degree Advisors
San Diego,
California
|
$4.69M
|
-$126K
|
-2,569
|
-3%
|
|
|
7
|
Callan Family Office
Radnor,
Pennsylvania
|
$4.27M
|
–
|
–
|
–
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.26M
|
+$20.1K
|
+409
|
+0.6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.69M
|
+$98.5K
|
+2,003
|
+4%
|
|
|
10
|
Elmwood Wealth Management
Berkeley,
California
|
$2.67M
|
+$624K
|
+12,700
|
+31%
|
|
|
11
|
|
$2.48M
|
+$1.05M
|
+21,325
|
+73%
|
|
|
12
|
TriaGen Wealth Management
Calabasas,
California
|
$1.93M
|
+$4.38K
|
+89
|
+0.2%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$1.74M
|
+$13K
|
+265
|
+0.8%
|
|
|
14
|
Root Financial Partners
Encinitas,
California
|
$1.64M
|
+$381K
|
+7,753
|
+30%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$1.53M
|
-$773K
|
-15,735
|
-34%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$1.16M
|
+$605K
|
+12,299
|
+109%
|
|
|
17
|
Prospect Financial Group
Arlington,
Virginia
|
$930K
|
+$87.1K
|
+1,771
|
+10%
|
|
|
18
|
Lodestar Private Asset Management
Alamo,
California
|
$873K
|
+$870K
|
+17,705
|
New
|
|
|
19
|
Parkshore Wealth Management
Granite Bay,
California
|
$872K
|
+$870K
|
+17,704
|
New
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$791K
|
+$789K
|
+16,057
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$742K
|
+$511K
|
+10,400
|
+224%
|
|
|
22
|
Fiduciary Financial Group
San Rafael,
California
|
$709K
|
–
|
–
|
–
|
|
|
23
|
|
$685K
|
+$599K
|
+12,179
|
+704%
|
|
|
24
|
Willow Creek Wealth Management
Sebastopol,
California
|
$683K
|
+$427K
|
+8,680
|
+168%
|
|
|
25
|
True Link Financial Advisors
San Francisco,
California
|
$656K
|
-$27K
|
-550
|
-4%
|
|
