|
1
|
SigFig Wealth Management
San Francisco,
California
|
$8.96M
|
+$1.13M
|
+24,536
|
+15%
|
|
|
2
|
|
$5.32M
|
–
|
–
|
–
|
|
|
3
|
Financial Network Wealth Management
Draper,
Utah
|
$4.11M
|
+$254K
|
+5,500
|
+7%
|
|
|
4
|
Colorado Capital Management
Boulder,
Colorado
|
$3.36M
|
+$168K
|
+3,640
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.06M
|
+$258K
|
+5,581
|
+9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3M
|
+$36.4K
|
+787
|
+1%
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.84M
|
+$76.2K
|
+1,649
|
+3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
+$84K
|
+1,817
|
+5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$1.56M
|
+$148K
|
+3,201
|
+11%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$1.52M
|
+$58.8K
|
+1,273
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.41M
|
+$175K
|
+3,780
|
+15%
|
|
|
12
|
Howland Capital Management
Boston,
Massachusetts
|
$1.35M
|
+$1.32M
|
+28,500
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.34M
|
+$15.4K
|
+333
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M
|
+$15K
|
+325
|
+1%
|
|
|
15
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.1M
|
-$292K
|
-6,317
|
-21%
|
|
|
16
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.02M
|
-$138K
|
-2,985
|
-12%
|
|
|
17
|
|
$1.01M
|
-$1.15M
|
-24,831
|
-54%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$993K
|
+$141K
|
+3,041
|
+17%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$918K
|
+$185
|
+4
|
+0%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$876K
|
+$117K
|
+2,527
|
+16%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$861K
|
+$226K
|
+4,891
|
+37%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$751K
|
+$132K
|
+2,856
|
+22%
|
|
|
23
|
Verus Capital Partners
Scottsdale,
Arizona
|
$694K
|
-$543K
|
-11,741
|
-44%
|
|
|
24
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$669K
|
+$30.8K
|
+666
|
+5%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$644K
|
+$17.8K
|
+384
|
+3%
|
|
