|
1
|
|
$215M
|
-$7.38M
|
-172,221
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.7M
|
-$394K
|
-9,180
|
-0.7%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$23.5M
|
+$346K
|
+8,079
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$2.09M
|
+48,809
|
+11%
|
|
|
5
|
IMPACTfolio
Denver,
Colorado
|
$20M
|
+$1.36M
|
+31,836
|
+7%
|
|
|
6
|
|
$16.8M
|
+$1.69M
|
+39,334
|
+11%
|
|
|
7
|
|
$16M
|
-$172K
|
-4,015
|
-1%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.7M
|
-$4.94M
|
-115,164
|
-25%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$11M
|
+$2.77M
|
+64,621
|
+34%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.59M
|
+$913K
|
+21,302
|
+11%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$9.46M
|
+$488K
|
+11,387
|
+5%
|
|
|
12
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.15M
|
-$814K
|
-18,997
|
-8%
|
|
|
13
|
|
$7.1M
|
+$2.89M
|
+67,457
|
+70%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$6.75M
|
+$129K
|
+3,018
|
+2%
|
|
|
15
|
|
$6.33M
|
+$6.03M
|
+140,667
|
+2,527%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.85M
|
+$209K
|
+4,885
|
+5%
|
|
|
17
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.56M
|
+$4.51M
|
+105,239
|
New
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$4.14M
|
-$350K
|
-8,175
|
-8%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.03M
|
-$311K
|
-7,245
|
-7%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$3.87M
|
+$826K
|
+19,277
|
+28%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$3.57M
|
+$22.1K
|
+515
|
+0.6%
|
|
|
22
|
Jordan Park Group
San Francisco,
California
|
$3.24M
|
–
|
–
|
–
|
|
|
23
|
Park Avenue Securities
New York
|
$3.08M
|
+$71.1K
|
+1,659
|
+2%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$3.07M
|
+$29.2K
|
+682
|
+1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.43M
|
-$5.66M
|
-132,090
|
-70%
|
|
