|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$345M
|
-$16.8M
|
-383,548
|
-4%
|
|
|
2
|
|
$176M
|
-$2.4M
|
-54,895
|
-1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.7M
|
-$2.51M
|
-57,311
|
-8%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$15.8M
|
-$555K
|
-12,676
|
-3%
|
|
|
5
|
Park Avenue Securities
New York
|
$15.4M
|
+$167K
|
+3,820
|
+1%
|
|
|
6
|
IMPACTfolio
Denver,
Colorado
|
$14M
|
-$103K
|
-2,353
|
-0.7%
|
|
|
7
|
One Wealth Advisors
San Francisco,
California
|
$12.6M
|
+$4.32M
|
+98,589
|
+49%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$7.36M
|
+$70K
|
+1,599
|
+0.9%
|
|
|
9
|
|
$6.47M
|
-$4.28M
|
-97,624
|
-39%
|
|
|
10
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.36M
|
+$6K
|
+137
|
+0.1%
|
|
|
11
|
SigFig Wealth Management
San Francisco,
California
|
$6.01M
|
+$2.21M
|
+50,533
|
+62%
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$4.78M
|
-$187K
|
-4,258
|
-4%
|
|
|
13
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.66M
|
-$115K
|
-2,628
|
-2%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$4.47M
|
-$208K
|
-4,756
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$1.58M
|
-36,096
|
-25%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$3.62M
|
+$312K
|
+7,129
|
+9%
|
|
|
17
|
Equitable Holdings
New York
|
$3.52M
|
-$122K
|
-2,790
|
-3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.35M
|
+$283K
|
+6,453
|
+9%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$3.15M
|
+$2.96M
|
+67,663
|
+891%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.12M
|
-$211K
|
-4,822
|
-6%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$2.6M
|
+$359K
|
+8,199
|
+15%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.32M
|
+$946K
|
+21,602
|
+64%
|
|
|
23
|
First Ascent Asset Management
Denver,
Colorado
|
$2.25M
|
-$329K
|
-7,505
|
-12%
|
|
|
24
|
Cable Hill Partners
Portland,
Oregon
|
$2.21M
|
+$138K
|
+3,153
|
+6%
|
|
|
25
|
|
$2.17M
|
–
|
–
|
–
|
|
