|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$99.5M
|
+$408K
|
+6,901
|
+0.4%
|
|
|
2
|
|
$57.5M
|
-$8.75M
|
-147,845
|
-14%
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$40.2M
|
+$36.5M
|
+617,626
|
+5,337%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$31.6M
|
+$232K
|
+3,921
|
+0.8%
|
|
|
5
|
|
$10.5M
|
-$781K
|
-13,195
|
-7%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$10.2M
|
+$955K
|
+16,135
|
+11%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$9.43M
|
+$1.32M
|
+22,313
|
+18%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.99M
|
-$3.06M
|
-51,707
|
-27%
|
|
|
9
|
Park Avenue Securities
New York
|
$8.86M
|
+$279K
|
+4,711
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.67M
|
+$1.05M
|
+17,723
|
+17%
|
|
|
11
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.49M
|
+$6.01M
|
+101,627
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$6.2M
|
+$135K
|
+2,289
|
+2%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.14M
|
-$1.78M
|
-30,098
|
-24%
|
|
|
14
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.4M
|
+$4.07M
|
+68,848
|
New
|
|
|
15
|
|
$4.18M
|
+$3.87M
|
+65,481
|
New
|
|
|
16
|
Financial Connections Group
Corte Madera,
California
|
$3.59M
|
+$270K
|
+4,561
|
+9%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.5M
|
+$115K
|
+1,948
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.49M
|
+$1.19M
|
+20,063
|
+58%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.42M
|
+$24.6K
|
+415
|
+0.8%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.26M
|
-$153K
|
-2,581
|
-5%
|
|
|
21
|
One Wealth Advisors
San Francisco,
California
|
$3.25M
|
-$528K
|
-8,917
|
-15%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
+$1.64M
|
+27,642
|
+123%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$3.03M
|
+$431K
|
+7,286
|
+18%
|
|
|
24
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.98M
|
-$645K
|
-10,895
|
-19%
|
|
|
25
|
|
$2.98M
|
+$2.76M
|
+46,701
|
New
|
|
