|
1
|
SigFig Wealth Management
San Francisco,
California
|
$6.56M
|
+$894K
|
+19,687
|
+16%
|
|
|
2
|
|
$5.13M
|
-$502K
|
-11,052
|
-9%
|
|
|
3
|
Financial Network Wealth Management
Draper,
Utah
|
$3.55M
|
+$312K
|
+6,871
|
+10%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.74M
|
+$198K
|
+4,370
|
+8%
|
|
|
5
|
Colorado Capital Management
Boulder,
Colorado
|
$2.72M
|
+$655K
|
+14,426
|
+32%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.65M
|
+$1.18M
|
+25,892
|
+81%
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.57M
|
+$512K
|
+11,276
|
+25%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.81M
|
+$12.5K
|
+276
|
+0.7%
|
|
|
9
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.37M
|
-$469K
|
-10,329
|
-26%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$1.27M
|
+$33.9K
|
+747
|
+3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.24M
|
+$143K
|
+3,144
|
+13%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.19M
|
-$86.5K
|
-1,905
|
-7%
|
|
|
13
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.12M
|
–
|
–
|
–
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$1.11M
|
+$10.3K
|
+227
|
+0.9%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$1.08M
|
+$1.07M
|
+23,643
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
-$46.7K
|
-1,029
|
-4%
|
|
|
17
|
|
$1.01M
|
-$2.98M
|
-65,698
|
-75%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$979K
|
+$127K
|
+2,803
|
+15%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$909K
|
+$903K
|
+19,894
|
New
|
|
|
20
|
Atria Wealth Solutions
New York
|
$886K
|
+$136
|
+3
|
+0%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$867K
|
+$249K
|
+5,479
|
+41%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$622K
|
+$83.9K
|
+1,849
|
+16%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$616K
|
+$60.6K
|
+1,335
|
+11%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$616K
|
-$71K
|
-1,563
|
-10%
|
|
|
25
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$613K
|
+$121K
|
+2,666
|
+25%
|
|
