|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$379M
|
-$5.59M
|
-125,506
|
-1%
|
|
|
2
|
|
$187M
|
-$11.4M
|
-255,508
|
-6%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6M
|
-$1.95M
|
-43,879
|
-6%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$17.2M
|
-$36.4K
|
-818
|
-0.2%
|
|
|
5
|
Park Avenue Securities
New York
|
$16M
|
+$718K
|
+16,125
|
+5%
|
|
|
6
|
IMPACTfolio
Denver,
Colorado
|
$14.8M
|
+$1.33M
|
+29,854
|
+10%
|
|
|
7
|
|
$11.1M
|
+$3.72M
|
+83,545
|
+49%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
+$10.1M
|
+225,761
|
New
|
|
|
9
|
One Wealth Advisors
San Francisco,
California
|
$8.93M
|
-$4.2M
|
-94,348
|
-32%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$7.66M
|
+$76.8K
|
+1,725
|
+1%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.67M
|
-$632K
|
-14,197
|
-9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.24M
|
+$748K
|
+16,805
|
+13%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$5.18M
|
-$2.11M
|
-47,296
|
-29%
|
|
|
14
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$5.02M
|
+$226K
|
+5,083
|
+5%
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$4.91M
|
-$1.08M
|
-24,351
|
-18%
|
|
|
16
|
SigFig Wealth Management
San Francisco,
California
|
$3.84M
|
+$1.47M
|
+33,005
|
+68%
|
|
|
17
|
Equitable Holdings
New York
|
$3.82M
|
-$85.7K
|
-1,925
|
-2%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$3.49M
|
+$511K
|
+11,480
|
+17%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.48M
|
+$290K
|
+6,505
|
+9%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.24M
|
+$335K
|
+7,528
|
+11%
|
|
|
21
|
First Ascent Asset Management
Denver,
Colorado
|
$2.69M
|
+$308K
|
+6,916
|
+13%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.66M
|
-$274K
|
-6,151
|
-9%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$2.38M
|
+$217K
|
+4,869
|
+10%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.32M
|
+$190K
|
+4,255
|
+9%
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$2.2M
|
-$35.9K
|
-806
|
-2%
|
|
