|
1
|
|
$227M
|
+$11.5M
|
+267,776
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.5M
|
+$13.4M
|
+311,888
|
+24%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$26.9M
|
+$6.06M
|
+141,002
|
+30%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$24.6M
|
+$986K
|
+22,923
|
+4%
|
|
|
5
|
IMPACTfolio
Denver,
Colorado
|
$20.9M
|
+$722K
|
+16,791
|
+4%
|
|
|
6
|
|
$17.2M
|
+$367K
|
+8,532
|
+2%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.9M
|
+$1.12M
|
+26,089
|
+8%
|
|
|
8
|
|
$14.4M
|
-$1.69M
|
-39,417
|
-11%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$11.2M
|
+$145K
|
+3,364
|
+1%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.2M
|
+$1.53M
|
+35,612
|
+16%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$9.81M
|
+$237K
|
+5,516
|
+3%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$6.88M
|
+$122K
|
+2,844
|
+2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.41M
|
+$1.52M
|
+35,352
|
+32%
|
|
|
14
|
|
$6.17M
|
-$195K
|
-4,532
|
-3%
|
|
|
15
|
One Wealth Advisors
San Francisco,
California
|
$4.56M
|
+$397K
|
+9,235
|
+10%
|
|
|
16
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.44M
|
-$139K
|
-3,222
|
-3%
|
|
|
17
|
Park Avenue Securities
New York
|
$4.3M
|
+$1.19M
|
+27,698
|
+39%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$3.86M
|
+$768K
|
+17,870
|
+25%
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$3.85M
|
-$36.2K
|
-843
|
-0.9%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$3.16M
|
-$426K
|
-9,911
|
-12%
|
|
|
21
|
Decker Retirement Planning
Levi,
Utah
|
$3M
|
+$2.96M
|
+68,767
|
+47,426%
|
|
|
22
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.93M
|
-$6.19M
|
-143,929
|
-68%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.87M
|
+$418K
|
+9,732
|
+17%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
$2.76M
|
-$493K
|
-11,478
|
-15%
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$2.64M
|
+$429K
|
+9,987
|
+20%
|
|
