|
1
|
|
$224M
|
+$3.24M
|
+74,374
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.1M
|
+$5.34M
|
+122,392
|
+7%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$29.3M
|
+$1.54M
|
+35,193
|
+6%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$22.4M
|
+$2.6M
|
+59,568
|
+13%
|
|
|
5
|
IMPACTfolio
Denver,
Colorado
|
$18.1M
|
+$236K
|
+5,408
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17M
|
+$2.95M
|
+67,700
|
+21%
|
|
|
7
|
|
$16.2M
|
-$491K
|
-11,244
|
-3%
|
|
|
8
|
|
$16.2M
|
+$589K
|
+13,495
|
+4%
|
|
|
9
|
Retirement Capital Strategies
San Jose,
California
|
$10.6M
|
+$10.4M
|
+239,119
|
New
|
|
|
10
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.98M
|
+$577K
|
+13,218
|
+6%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$8.4M
|
–
|
–
|
–
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$8.27M
|
+$169K
|
+3,878
|
+2%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.98M
|
+$802K
|
+18,390
|
+11%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.74M
|
-$217K
|
-4,981
|
-3%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$6.39M
|
–
|
–
|
–
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.32M
|
+$129K
|
+2,949
|
+2%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$6.13M
|
+$874K
|
+20,044
|
+17%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$5.85M
|
+$5.76M
|
+132,002
|
New
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.71M
|
+$540K
|
+12,382
|
+13%
|
|
|
20
|
Park Avenue Securities
New York
|
$4.24M
|
+$736K
|
+16,861
|
+21%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$4.17M
|
+$120K
|
+2,753
|
+3%
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$3.51M
|
+$608K
|
+13,947
|
+21%
|
|
|
23
|
Jordan Park Group
San Francisco,
California
|
$3.31M
|
+$3.26M
|
+74,749
|
New
|
|
|
24
|
Atria Wealth Solutions
New York
|
$2.69M
|
+$66.5K
|
+1,524
|
+3%
|
|
|
25
|
|
$2.5M
|
-$241K
|
-5,523
|
-9%
|
|
