|
1
|
|
$199M
|
+$3.54M
|
+85,350
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.1M
|
-$31.6M
|
-760,578
|
-33%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$27.6M
|
-$12.6M
|
-304,500
|
-32%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$14.6M
|
+$1.6M
|
+38,525
|
+13%
|
|
|
5
|
|
$14.5M
|
+$13.9M
|
+335,180
|
New
|
|
|
6
|
IMPACTfolio
Denver,
Colorado
|
$14.4M
|
-$385K
|
-9,282
|
-3%
|
|
|
7
|
|
$12.6M
|
-$215K
|
-5,188
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
-$7.09M
|
-170,910
|
-39%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$486K
|
-11,704
|
-4%
|
|
|
10
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.15M
|
+$8.77M
|
+211,445
|
New
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$8.2M
|
+$7.87M
|
+189,573
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$6.64M
|
+$318K
|
+7,670
|
+5%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$5.75M
|
+$43.8K
|
+1,055
|
+0.8%
|
|
|
14
|
One Wealth Advisors
San Francisco,
California
|
$5.54M
|
+$842K
|
+20,303
|
+19%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.19M
|
+$686K
|
+16,537
|
+16%
|
|
|
16
|
First Ascent Asset Management
Denver,
Colorado
|
$4.32M
|
+$656K
|
+15,817
|
+19%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.14M
|
-$72.1K
|
-1,737
|
-2%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$4.11M
|
-$1.83M
|
-44,133
|
-32%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.98M
|
+$3.82M
|
+92,023
|
New
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.78M
|
-$1.67M
|
-40,192
|
-31%
|
|
|
21
|
Park Avenue Securities
New York
|
$3.15M
|
-$1.5M
|
-36,108
|
-33%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$2.89M
|
-$979K
|
-23,603
|
-26%
|
|
|
23
|
Financial Connections Group
Corte Madera,
California
|
$2.55M
|
+$313K
|
+7,535
|
+15%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$2.45M
|
-$173K
|
-4,160
|
-7%
|
|
|
25
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.07M
|
+$39K
|
+940
|
+2%
|
|
