|
1
|
SigFig Wealth Management
San Francisco,
California
|
$9.26M
|
+$519K
|
+11,111
|
+6%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$6M
|
+$6.07M
|
+129,938
|
New
|
|
|
3
|
|
$5.19M
|
–
|
–
|
–
|
|
|
4
|
Financial Network Wealth Management
Draper,
Utah
|
$4.28M
|
+$268K
|
+5,741
|
+7%
|
|
|
5
|
Colorado Capital Management
Boulder,
Colorado
|
$3.49M
|
+$216K
|
+4,615
|
+6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.13M
|
+$205K
|
+4,391
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.03M
|
+$44.8K
|
+958
|
+1%
|
|
|
8
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.9M
|
+$121K
|
+2,597
|
+4%
|
|
|
9
|
Howland Capital Management
Boston,
Massachusetts
|
$2.72M
|
+$1.42M
|
+30,350
|
+106%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.89M
|
+$1.91M
|
+40,978
|
New
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$1.73M
|
+$204K
|
+4,365
|
+13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.53M
|
+$568K
|
+12,162
|
+58%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$1.5M
|
+$18.9K
|
+404
|
+1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$67.8K
|
+1,451
|
+5%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.26M
|
-$44.1K
|
-943
|
-3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.13M
|
+$399K
|
+8,536
|
+54%
|
|
|
17
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$998K
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$974K
|
-$156K
|
-3,335
|
-14%
|
|
|
19
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$934K
|
-$139K
|
-2,983
|
-13%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$924K
|
+$70.5K
|
+1,508
|
+8%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$883K
|
-$12.7K
|
-271
|
-1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$843K
|
+$3.41K
|
+73
|
+0.4%
|
|
|
23
|
|
$835K
|
-$157K
|
-3,358
|
-16%
|
|
|
24
|
Better Money Decisions
Santa Fe,
New Mexico
|
$719K
|
+$151K
|
+3,232
|
+26%
|
|
|
25
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$661K
|
+$8.92K
|
+191
|
+1%
|
|
