|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
+$1.26M
|
+24,214
|
+1%
|
|
|
2
|
|
$47.9M
|
+$1.09M
|
+20,996
|
+2%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.32M
|
+$1.46K
|
+28
|
+0%
|
|
|
4
|
55I LLC
Boston,
Massachusetts
|
$7.14M
|
+$1.57M
|
+30,159
|
+24%
|
|
|
5
|
Park Avenue Securities
New York
|
$6.52M
|
+$388K
|
+7,447
|
+6%
|
|
|
6
|
|
$5.91M
|
+$3.02M
|
+58,084
|
+84%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.22M
|
+$5.83M
|
+111,996
|
New
|
|
|
8
|
IMPACTfolio
Denver,
Colorado
|
$4.92M
|
+$5.5M
|
+105,699
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$4.74M
|
+$249K
|
+4,789
|
+5%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$2.87M
|
+$665K
|
+12,777
|
+26%
|
|
|
11
|
SigFig Wealth Management
San Francisco,
California
|
$2.63M
|
+$1.49M
|
+28,532
|
+119%
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$2.53M
|
+$6.92K
|
+133
|
+0.2%
|
|
|
13
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.06M
|
–
|
–
|
–
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.97M
|
+$262K
|
+5,040
|
+14%
|
|
|
15
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.94M
|
–
|
–
|
–
|
|
|
16
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.89M
|
+$643K
|
+12,350
|
+44%
|
|
|
17
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.84M
|
+$91.5K
|
+1,757
|
+5%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.56M
|
-$5.1K
|
-98
|
-0.3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$37.8K
|
+727
|
+2%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$1.45M
|
+$25.6K
|
+492
|
+2%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$1.41M
|
+$231K
|
+4,447
|
+17%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.07M
|
+$197K
|
+3,783
|
+20%
|
|
|
23
|
|
$1.01M
|
+$208K
|
+3,988
|
+23%
|
|
|
24
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1M
|
+$39.5K
|
+759
|
+4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$988K
|
-$134K
|
-2,578
|
-11%
|
|
