|
1
|
|
$196M
|
+$3.47M
|
+80,958
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$138M
|
+$2.32M
|
+54,097
|
+2%
|
|
|
3
|
IMPACTfolio
Denver,
Colorado
|
$14.1M
|
-$290K
|
-6,752
|
-2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
-$26.3K
|
-612
|
-0.2%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$9.6M
|
+$1.78M
|
+41,402
|
+22%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$8.6M
|
+$3.29M
|
+76,623
|
+61%
|
|
|
7
|
One Wealth Advisors
San Francisco,
California
|
$7.75M
|
-$165K
|
-3,839
|
-2%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$6.57M
|
+$207K
|
+4,817
|
+3%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$5.88M
|
+$878K
|
+20,472
|
+17%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.37M
|
+$7.46K
|
+174
|
+0.1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.21M
|
+$945K
|
+22,028
|
+22%
|
|
|
12
|
Park Avenue Securities
New York
|
$4.87M
|
+$237K
|
+5,523
|
+5%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$4.4M
|
+$1.02M
|
+23,694
|
+30%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.1M
|
+$235K
|
+5,467
|
+6%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$3.97M
|
+$2.36K
|
+55
|
+0.1%
|
|
|
16
|
Affinity Capital Advisors
Berkeley,
California
|
$3.74M
|
+$3.09M
|
+71,954
|
+450%
|
|
|
17
|
|
$3.3M
|
-$8.81M
|
-205,353
|
-73%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.22M
|
+$487K
|
+11,346
|
+18%
|
|
|
19
|
First Ascent Asset Management
Denver,
Colorado
|
$3.19M
|
+$656K
|
+15,291
|
+26%
|
|
|
20
|
Cable Hill Partners
Portland,
Oregon
|
$2.53M
|
+$2.55M
|
+59,375
|
New
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.4M
|
+$71.3K
|
+1,662
|
+3%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.36M
|
+$145K
|
+3,381
|
+7%
|
|
|
23
|
New York Life Investment Management
New York
|
$2.19M
|
+$1.03M
|
+23,999
|
+88%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.15M
|
-$37.1K
|
-864
|
-2%
|
|
|
25
|
Financial Connections Group
Corte Madera,
California
|
$2.15M
|
+$392K
|
+9,139
|
+22%
|
|
