|
1
|
|
$218M
|
+$3.2M
|
+74,158
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$55M
|
-$23.1M
|
-536,132
|
-29%
|
|
|
3
|
Essential Planning
Portsmouth,
New Hampshire
|
$37.9M
|
+$37.3M
|
+863,546
|
+6,371%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$22.8M
|
+$1.28M
|
+29,643
|
+6%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$19.3M
|
-$8.95M
|
-207,399
|
-31%
|
|
|
6
|
IMPACTfolio
Denver,
Colorado
|
$18.3M
|
+$938K
|
+21,727
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$1.94M
|
+44,825
|
+12%
|
|
|
8
|
|
$15.9M
|
+$338K
|
+7,823
|
+2%
|
|
|
9
|
|
$14.8M
|
-$769K
|
-17,808
|
-5%
|
|
|
10
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.78M
|
+$207K
|
+4,806
|
+2%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$8.87M
|
+$935K
|
+21,651
|
+12%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.51M
|
+$880K
|
+20,385
|
+11%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$8.05M
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.99M
|
+$583K
|
+13,494
|
+8%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$7.87M
|
-$2.33M
|
-53,863
|
-23%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$6.67M
|
+$6.57M
|
+152,112
|
+3,090%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$6.5M
|
+$121K
|
+2,808
|
+2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.55M
|
-$1.53M
|
-35,523
|
-25%
|
|
|
19
|
One Wealth Advisors
San Francisco,
California
|
$4.4M
|
-$1.22M
|
-28,343
|
-21%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.33M
|
-$236K
|
-5,472
|
-5%
|
|
|
21
|
|
$4.09M
|
+$1.72M
|
+39,908
|
+71%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$3.48M
|
-$2.44M
|
-56,568
|
-41%
|
|
|
23
|
Jordan Park Group
San Francisco,
California
|
$3.18M
|
–
|
–
|
–
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$2.98M
|
-$1.03M
|
-23,951
|
-25%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$2.98M
|
-$400K
|
-9,254
|
-12%
|
|
