|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$350M
|
+$44.7M
|
+888,448
|
+14%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$52.1M
|
+$1.5M
|
+29,700
|
+3%
|
|
|
3
|
Citrine Capital
San Francisco,
California
|
$39.2M
|
+$10.2M
|
+202,677
|
+35%
|
|
|
4
|
Savvy Advisors Inc
New York
|
$8.84M
|
+$604K
|
+12,002
|
+7%
|
|
|
5
|
One Degree Advisors
San Diego,
California
|
$5.88M
|
+$136K
|
+2,709
|
+2%
|
|
|
6
|
Elmwood Wealth Management
Berkeley,
California
|
$5.87M
|
+$1.79M
|
+35,625
|
+43%
|
|
|
7
|
Signature Resources Capital Management
Newport Beach,
California
|
$5.58M
|
+$401K
|
+7,956
|
+8%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$3.61M
|
+$623K
|
+12,369
|
+21%
|
|
|
9
|
Root Financial Partners
Encinitas,
California
|
$3.6M
|
+$909K
|
+18,046
|
+33%
|
|
|
10
|
TriaGen Wealth Management
Calabasas,
California
|
$3.29M
|
+$636K
|
+12,620
|
+24%
|
|
|
11
|
Vise Technologies
New York
|
$2.71M
|
–
|
–
|
–
|
|
|
12
|
|
$2.59M
|
+$2.62M
|
+51,935
|
New
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.56M
|
+$2.59M
|
+51,394
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.15M
|
+$90.3K
|
+1,794
|
+4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.76M
|
+$797K
|
+15,833
|
+81%
|
|
|
16
|
Foundry Financial
Pasadena,
California
|
$1.54M
|
+$463K
|
+9,199
|
+42%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.44M
|
-$2.81M
|
-55,700
|
-66%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$1.34M
|
-$18.9K
|
-375
|
-1%
|
|
|
19
|
Marrick Wealth
Irvine,
California
|
$1.19M
|
-$70.1K
|
-1,392
|
-6%
|
|
|
20
|
Nautilus Advisors
La Jolla,
California
|
$1.17M
|
+$159K
|
+3,167
|
+16%
|
|
|
21
|
Lodestar Private Asset Management
Alamo,
California
|
$1.14M
|
+$36.7K
|
+728
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$54.3K
|
+1,079
|
+5%
|
|
|
23
|
Parkshore Wealth Management
Granite Bay,
California
|
$1.07M
|
+$117K
|
+2,328
|
+12%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.06M
|
–
|
–
|
–
|
|
|
25
|
Scratch Capital
Boise,
Idaho
|
$977K
|
+$54.8K
|
+1,088
|
+6%
|
|
