|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$150M
|
+$15.2M
|
+224,182
|
+11%
|
|
|
2
|
|
$57.9M
|
+$753K
|
+11,069
|
+1%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$50.4M
|
+$53M
|
+779,899
|
New
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$44.7M
|
+$4.63M
|
+68,097
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$14.1M
|
+206,873
|
+95%
|
|
|
6
|
|
$19M
|
+$5.1M
|
+75,061
|
+34%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$15.1M
|
+$2.01M
|
+29,543
|
+14%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$14.3M
|
+$2.53M
|
+37,207
|
+20%
|
|
|
9
|
Park Avenue Securities
New York
|
$13.6M
|
+$1.57M
|
+23,096
|
+12%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$13.1M
|
+$937K
|
+13,783
|
+8%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.13M
|
+$1.22M
|
+17,898
|
+15%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$8.15M
|
+$412K
|
+6,059
|
+5%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.97M
|
+$2.1M
|
+30,822
|
+35%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.56M
|
+$123K
|
+1,811
|
+2%
|
|
|
15
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.71M
|
-$61.5K
|
-904
|
-1%
|
|
|
16
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.66M
|
-$1.88M
|
-27,583
|
-28%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$4.27M
|
+$697K
|
+10,257
|
+18%
|
|
|
18
|
Financial Connections Group
Corte Madera,
California
|
$4.25M
|
+$114K
|
+1,681
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.91M
|
-$39K
|
-573
|
-0.9%
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$3.83M
|
+$376K
|
+5,529
|
+10%
|
|
|
21
|
One Wealth Advisors
San Francisco,
California
|
$3.73M
|
+$320K
|
+4,707
|
+9%
|
|
|
22
|
Values Added Financial
Washington,
District of Columbia
|
$3.61M
|
+$750K
|
+11,030
|
+25%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.61M
|
+$3.8M
|
+55,872
|
New
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$3.5M
|
+$773K
|
+11,376
|
+27%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$3.48M
|
+$268K
|
+3,943
|
+8%
|
|
