|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
-$2.18M
|
-30,831
|
-2%
|
|
|
2
|
|
$63M
|
-$4.39M
|
-62,115
|
-7%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$54.4M
|
-$1.52M
|
-21,464
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$2.53M
|
+35,769
|
+12%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$22.4M
|
-$2.58M
|
-36,518
|
-11%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$21M
|
+$1.97M
|
+27,892
|
+11%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$17.2M
|
-$31.4K
|
-444
|
-0.2%
|
|
|
8
|
|
$15.1M
|
-$372K
|
-5,259
|
-3%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$14.3M
|
+$146K
|
+2,061
|
+1%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.62M
|
+$2.18M
|
+30,902
|
+31%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.99M
|
+$970K
|
+13,723
|
+13%
|
|
|
12
|
Flow Traders U.S.
New York
|
$8.07M
|
-$5.04M
|
-71,270
|
-40%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$6.35M
|
-$129K
|
-1,819
|
-2%
|
|
|
14
|
Accredited Investors
Edina,
Minnesota
|
$5.94M
|
+$477K
|
+6,742
|
+9%
|
|
|
15
|
Values Added Financial
Washington,
District of Columbia
|
$5.65M
|
+$991K
|
+14,016
|
+23%
|
|
|
16
|
Financial Connections Group
Corte Madera,
California
|
$5.62M
|
-$51K
|
-721
|
-0.9%
|
|
|
17
|
|
$5.59M
|
-$2.8M
|
-39,612
|
-35%
|
|
|
18
|
Bailard
Foster City,
California
|
$5.27M
|
+$5.01M
|
+70,823
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$5.06M
|
-$131K
|
-1,858
|
-3%
|
|
|
20
|
Invera Wealth Advisors
Bend,
Oregon
|
$5.03M
|
-$102K
|
-1,444
|
-2%
|
|
|
21
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.53M
|
-$310K
|
-4,390
|
-7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.48M
|
+$387K
|
+5,479
|
+10%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$3.64M
|
-$181K
|
-2,561
|
-5%
|
|
|
24
|
Regatta Capital Group
El Segundo,
California
|
$3.58M
|
+$1.47M
|
+20,740
|
+76%
|
|
|
25
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.43M
|
+$252K
|
+3,570
|
+8%
|
|
