|
1
|
|
$2.27億
|
+$1151万
|
+267,776
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6953万
|
+$1341万
|
+311,888
|
+24%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2688万
|
+$606万
|
+141,002
|
+30%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$2458万
|
+$98.6万
|
+22,923
|
+4%
|
|
|
5
|
IMPACTfolio
Denver,
Colorado
|
$2086万
|
+$72.2万
|
+16,791
|
+4%
|
|
|
6
|
|
$1723万
|
+$36.7万
|
+8,532
|
+2%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1591万
|
+$112万
|
+26,089
|
+8%
|
|
|
8
|
|
$1439万
|
-$169万
|
-39,417
|
-11%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$1122万
|
+$14.5万
|
+3,364
|
+1%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$1116万
|
+$153万
|
+35,612
|
+16%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$981万
|
+$23.7万
|
+5,516
|
+3%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$688万
|
+$12.2万
|
+2,844
|
+2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$641万
|
+$152万
|
+35,352
|
+32%
|
|
|
14
|
|
$617万
|
-$19.5万
|
-4,532
|
-3%
|
|
|
15
|
One Wealth Advisors
San Francisco,
California
|
$456万
|
+$39.7万
|
+9,235
|
+10%
|
|
|
16
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$444万
|
-$13.9万
|
-3,222
|
-3%
|
|
|
17
|
Park Avenue Securities
New York
|
$430万
|
+$119万
|
+27,698
|
+39%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$386万
|
+$76.8万
|
+17,870
|
+25%
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$385万
|
-$3.62万
|
-843
|
-0.9%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$316万
|
-$42.6万
|
-9,911
|
-12%
|
|
|
21
|
Decker Retirement Planning
Levi,
Utah
|
$300万
|
+$296万
|
+68,767
|
+47,426%
|
|
|
22
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$293万
|
-$619万
|
-143,929
|
-68%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$287万
|
+$41.8万
|
+9,732
|
+17%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
$276万
|
-$49.3万
|
-11,478
|
-15%
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$264万
|
+$42.9万
|
+9,987
|
+20%
|
|
