|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$407M
|
+$6.77M
|
+142,171
|
+2%
|
|
|
2
|
|
$210M
|
+$214M
|
+4,505,017
|
+69,436%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.1M
|
+$889K
|
+18,680
|
+3%
|
|
|
4
|
55I LLC
Boston,
Massachusetts
|
$22.8M
|
+$7.27M
|
+152,819
|
+45%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$18.2M
|
+$356K
|
+7,475
|
+2%
|
|
|
6
|
Park Avenue Securities
New York
|
$16.2M
|
+$1.35M
|
+28,427
|
+9%
|
|
|
7
|
IMPACTfolio
Denver,
Colorado
|
$14.2M
|
+$234K
|
+4,912
|
+2%
|
|
|
8
|
One Wealth Advisors
San Francisco,
California
|
$13.8M
|
+$5.59M
|
+117,373
|
+65%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$8.01M
|
+$8.21M
|
+172,466
|
New
|
|
|
10
|
|
$7.84M
|
+$2.79M
|
+58,701
|
+53%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$7.71M
|
+$1.32M
|
+27,671
|
+20%
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$7.69M
|
+$1.38M
|
+28,928
|
+21%
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$6.32M
|
-$207K
|
-4,349
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.81M
|
-$97.6K
|
-2,051
|
-2%
|
|
|
15
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$5.07M
|
+$85.7K
|
+1,800
|
+2%
|
|
|
16
|
Equitable Holdings
New York
|
$4.13M
|
-$258K
|
-5,424
|
-6%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.37M
|
+$3.11M
|
+65,276
|
+884%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$3.15M
|
+$474K
|
+9,968
|
+17%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.07M
|
+$702K
|
+14,742
|
+29%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.02M
|
+$56.5K
|
+1,188
|
+2%
|
|
|
21
|
First Ascent Asset Management
Denver,
Colorado
|
$2.52M
|
+$1.16M
|
+24,349
|
+81%
|
|
|
22
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.5M
|
+$133K
|
+2,790
|
+5%
|
|
|
23
|
SigFig Wealth Management
San Francisco,
California
|
$2.41M
|
+$325K
|
+6,821
|
+16%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$2.31M
|
+$374K
|
+7,858
|
+18%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$2.28M
|
+$785K
|
+16,486
|
+51%
|
|
