|
1
|
SigFig Wealth Management
San Francisco,
California
|
$5.64M
|
+$799K
|
+18,298
|
+17%
|
|
|
2
|
|
$5.61M
|
-$96.6K
|
-2,213
|
-2%
|
|
|
3
|
|
$3.99M
|
-$4.22M
|
-96,738
|
-52%
|
|
|
4
|
Financial Network Wealth Management
Draper,
Utah
|
$3.26M
|
+$5.5K
|
+126
|
+0.2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.53M
|
+$169K
|
+3,864
|
+7%
|
|
|
6
|
Colorado Capital Management
Boulder,
Colorado
|
$2.05M
|
+$1.39M
|
+31,734
|
+237%
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.04M
|
+$1.96M
|
+44,908
|
New
|
|
|
8
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.83M
|
-$779K
|
-17,842
|
-31%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.79M
|
-$59.4K
|
-1,360
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
-$925K
|
-21,177
|
-40%
|
|
|
11
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.27M
|
+$39.7K
|
+910
|
+3%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$1.23M
|
+$5.15K
|
+118
|
+0.4%
|
|
|
13
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.12M
|
–
|
–
|
–
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$1.09M
|
+$307K
|
+7,038
|
+42%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.09M
|
+$9.39K
|
+215
|
+0.9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
-$184K
|
-4,205
|
-15%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$884K
|
+$245K
|
+5,610
|
+37%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$881K
|
+$218
|
+5
|
+0%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$847K
|
+$814K
|
+18,632
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$684K
|
-$19.7K
|
-452
|
-3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$628K
|
+$38.8K
|
+889
|
+7%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$613K
|
+$102K
|
+2,342
|
+21%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$552K
|
+$62.2K
|
+1,424
|
+13%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$549K
|
-$54.3K
|
-1,243
|
-9%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$534K
|
+$87.7K
|
+2,009
|
+21%
|
|
