|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$113M
|
+$1.99M
|
+29,440
|
+2%
|
|
|
2
|
|
$62M
|
-$154K
|
-2,285
|
-0.2%
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$42.5M
|
+$1.91M
|
+28,345
|
+5%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$33.5M
|
+$57.3K
|
+849
|
+0.2%
|
|
|
5
|
|
$12.8M
|
+$724K
|
+10,728
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$2.51M
|
+37,240
|
+25%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$12.4M
|
+$1.26M
|
+18,627
|
+11%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$12.1M
|
+$417K
|
+6,174
|
+4%
|
|
|
9
|
|
$11.8M
|
+$7.92M
|
+117,341
|
+203%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$10.2M
|
+$5.85M
|
+86,613
|
+134%
|
|
|
11
|
Park Avenue Securities
New York
|
$9.93M
|
+$187K
|
+2,776
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.04M
|
+$4.34M
|
+64,254
|
+160%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.02M
|
+$531K
|
+7,863
|
+8%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$7.01M
|
-$265K
|
-3,920
|
-4%
|
|
|
15
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.57M
|
+$251K
|
+3,724
|
+4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.49M
|
+$125K
|
+1,853
|
+2%
|
|
|
17
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.89M
|
+$76.8K
|
+1,137
|
+2%
|
|
|
18
|
Financial Connections Group
Corte Madera,
California
|
$4.1M
|
+$1.96K
|
+29
|
+0%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.03M
|
+$295K
|
+4,365
|
+8%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.92M
|
+$125K
|
+1,851
|
+3%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$3.64M
|
+$393K
|
+5,823
|
+12%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$3.6M
|
-$191K
|
-2,827
|
-5%
|
|
|
23
|
One Wealth Advisors
San Francisco,
California
|
$3.16M
|
-$232K
|
-3,431
|
-7%
|
|
|
24
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.13M
|
+$7.56K
|
+112
|
+0.2%
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.93M
|
–
|
–
|
–
|
|
