|
1
|
|
$196M
|
+$4.44M
|
+103,592
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$138M
|
-$195M
|
-4,537,331
|
-59%
|
|
|
3
|
IMPACTfolio
Denver,
Colorado
|
$14.6M
|
+$521K
|
+12,141
|
+4%
|
|
|
4
|
|
$12.2M
|
+$3.3M
|
+76,838
|
+37%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
-$14.6M
|
-340,344
|
-56%
|
|
|
6
|
One Wealth Advisors
San Francisco,
California
|
$8.03M
|
-$3.92M
|
-91,439
|
-33%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$7.98M
|
+$534K
|
+12,445
|
+7%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$6.46M
|
-$8.96M
|
-208,967
|
-58%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.45M
|
-$6.46M
|
-150,691
|
-54%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$5.42M
|
+$2.98M
|
+69,451
|
+124%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$5.09M
|
-$2.88M
|
-67,056
|
-36%
|
|
|
12
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.82M
|
-$1.97M
|
-45,919
|
-29%
|
|
|
13
|
Park Avenue Securities
New York
|
$4.71M
|
-$10.6M
|
-246,125
|
-69%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.33M
|
-$1.08M
|
-25,165
|
-20%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$4.02M
|
-$3.35M
|
-78,203
|
-46%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.93M
|
+$512K
|
+11,925
|
+15%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$3.44M
|
+$737K
|
+17,183
|
+28%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.78M
|
-$931K
|
-21,714
|
-25%
|
|
|
19
|
First Ascent Asset Management
Denver,
Colorado
|
$2.58M
|
+$559K
|
+13,022
|
+28%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.37M
|
-$2.98M
|
-69,565
|
-56%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$2.25M
|
-$1.54M
|
-35,825
|
-41%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.23M
|
-$1.5M
|
-34,901
|
-40%
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$2.16M
|
-$2.1M
|
-48,940
|
-50%
|
|
|
24
|
|
$2.13M
|
+$104K
|
+2,435
|
+5%
|
|
|
25
|
Prudential Financial
Newark,
New Jersey
|
$2.11M
|
-$2.63M
|
-61,405
|
-56%
|
|
