|
1
|
|
$212M
|
+$4.07M
|
+96,395
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.7M
|
+$199K
|
+4,712
|
+0.3%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$26.7M
|
-$205K
|
-4,866
|
-0.8%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$19M
|
+$2.18M
|
+51,681
|
+13%
|
|
|
5
|
IMPACTfolio
Denver,
Colorado
|
$17.2M
|
+$1.91M
|
+45,133
|
+13%
|
|
|
6
|
|
$16.1M
|
+$151K
|
+3,586
|
+1%
|
|
|
7
|
|
$15M
|
+$957K
|
+22,664
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13.4M
|
+$1.6M
|
+37,790
|
+14%
|
|
|
9
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.03M
|
+$218K
|
+5,175
|
+3%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$8.07M
|
–
|
–
|
–
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$7.85M
|
+$486K
|
+11,502
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.65M
|
+$1.28M
|
+30,257
|
+20%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.87M
|
+$574K
|
+13,603
|
+9%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$6.39M
|
+$741K
|
+17,543
|
+13%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.94M
|
-$27K
|
-640
|
-0.5%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$5.04M
|
+$540K
|
+12,791
|
+12%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4M
|
+$22.3K
|
+529
|
+0.6%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$3.89M
|
-$181K
|
-4,288
|
-4%
|
|
|
19
|
Park Avenue Securities
New York
|
$3.36M
|
-$51K
|
-1,209
|
-2%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$2.8M
|
+$2.51M
|
+59,474
|
+938%
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$2.78M
|
+$190K
|
+4,511
|
+7%
|
|
|
22
|
|
$2.64M
|
+$2.62M
|
+62,013
|
New
|
|
|
23
|
Atria Wealth Solutions
New York
|
$2.52M
|
-$238K
|
-5,643
|
-9%
|
|
|
24
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.12M
|
+$239K
|
+5,664
|
+13%
|
|
|
25
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.09M
|
+$21.6K
|
+511
|
+1%
|
|
