|
1
|
|
$185M
|
-$3.93M
|
-93,695
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.4M
|
-$39.1M
|
-932,818
|
-29%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$38.5M
|
+$39.5M
|
+941,645
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.9M
|
+$7.37M
|
+175,770
|
+67%
|
|
|
5
|
IMPACTfolio
Denver,
Colorado
|
$14M
|
+$535K
|
+12,759
|
+4%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$12.3M
|
+$3.1M
|
+74,024
|
+33%
|
|
|
7
|
|
$12.1M
|
+$12.5M
|
+297,005
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$5.83M
|
+139,030
|
+114%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$9.85M
|
+$1.64M
|
+39,173
|
+19%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$5.95M
|
+$1.78M
|
+42,398
|
+41%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$5.68M
|
-$636K
|
-15,169
|
-10%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$5.38M
|
-$266K
|
-6,350
|
-5%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.21M
|
+$58.7K
|
+1,399
|
+1%
|
|
|
14
|
Park Avenue Securities
New York
|
$4.45M
|
-$230K
|
-5,493
|
-5%
|
|
|
15
|
One Wealth Advisors
San Francisco,
California
|
$4.4M
|
-$3.11M
|
-74,135
|
-41%
|
|
|
16
|
|
$4.39M
|
+$1.26M
|
+29,952
|
+39%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.22M
|
+$295K
|
+7,047
|
+7%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.99M
|
+$910K
|
+21,702
|
+29%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$3.69M
|
-$113K
|
-2,689
|
-3%
|
|
|
20
|
First Ascent Asset Management
Denver,
Colorado
|
$3.43M
|
+$378K
|
+9,008
|
+12%
|
|
|
21
|
New York Life Investment Management
New York
|
$2.5M
|
+$416K
|
+9,924
|
+19%
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$2.48M
|
+$620K
|
+14,783
|
+32%
|
|
|
23
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.31M
|
+$10.5K
|
+251
|
+0.4%
|
|
|
24
|
Cable Hill Partners
Portland,
Oregon
|
$2.14M
|
-$289K
|
-6,896
|
-12%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$2.11M
|
-$152K
|
-3,622
|
-7%
|
|
