|
1
|
SigFig Wealth Management
San Francisco,
California
|
$7.44M
|
+$946K
|
+20,981
|
+15%
|
|
|
2
|
|
$5.07M
|
–
|
–
|
–
|
|
|
3
|
Financial Network Wealth Management
Draper,
Utah
|
$3.68M
|
+$127K
|
+2,810
|
+4%
|
|
|
4
|
Colorado Capital Management
Boulder,
Colorado
|
$3.04M
|
+$354K
|
+7,854
|
+13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.83M
|
+$114K
|
+2,521
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.67M
|
+$51.7K
|
+1,147
|
+2%
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.64M
|
+$102K
|
+2,256
|
+4%
|
|
|
8
|
|
$2.09M
|
+$1.09M
|
+24,146
|
+109%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.77M
|
-$13.2K
|
-292
|
-0.7%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$1.39M
|
+$142K
|
+3,155
|
+11%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$1.35M
|
+$255K
|
+5,662
|
+23%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.33M
|
+$156K
|
+3,462
|
+13%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.26M
|
+$40.5K
|
+899
|
+3%
|
|
|
14
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.19M
|
-$160K
|
-3,551
|
-12%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
+$989K
|
+21,948
|
+539%
|
|
|
16
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.11M
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$73.1K
|
+1,621
|
+7%
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$1.09M
|
+$17.3K
|
+384
|
+2%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$876K
|
+$225
|
+5
|
+0%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$810K
|
-$46.8K
|
-1,038
|
-5%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$722K
|
+$107K
|
+2,370
|
+17%
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
$631K
|
+$51K
|
+1,132
|
+9%
|
|
|
23
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$608K
|
+$2.07K
|
+46
|
+0.3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$600K
|
+$35.2K
|
+780
|
+6%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$597K
|
-$12K
|
-267
|
-2%
|
|
