|
1
|
|
$7.97M
|
+$8.1M
|
+184,550
|
New
|
|
|
2
|
|
$5.42M
|
–
|
–
|
–
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$4.56M
|
+$880K
|
+20,060
|
+23%
|
|
|
4
|
Financial Network Wealth Management
Draper,
Utah
|
$3.07M
|
+$349K
|
+7,964
|
+13%
|
|
|
5
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.51M
|
+$110K
|
+2,509
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.3M
|
+$112K
|
+2,553
|
+5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.24M
|
+$302K
|
+6,878
|
+15%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
+$81.8K
|
+1,865
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.2M
|
+$246K
|
+5,604
|
+25%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.17M
|
+$53.3K
|
+1,215
|
+5%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$1.16M
|
-$8.69K
|
-198
|
-0.7%
|
|
|
12
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.06M
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.02M
|
-$3.73K
|
-85
|
-0.4%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$837K
|
+$4.56K
|
+104
|
+0.5%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$731K
|
+$245K
|
+5,595
|
+49%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$711K
|
-$206K
|
-4,692
|
-22%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$669K
|
-$7.98K
|
-182
|
-1%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$665K
|
+$665K
|
+15,158
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$579K
|
-$12.6K
|
-287
|
-2%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$577K
|
+$587K
|
+13,371
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$558K
|
+$30.1K
|
+686
|
+6%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$499K
|
-$47.6K
|
-1,086
|
-9%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$482K
|
-$29.3K
|
-668
|
-6%
|
|
|
24
|
Larson Financial Group
St Louis,
Missouri
|
$475K
|
+$31.4K
|
+715
|
+7%
|
|
|
25
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$467K
|
-$8.42K
|
-192
|
-2%
|
|
