|
1
|
SigFig Wealth Management
San Francisco,
California
|
$9.44M
|
+$160K
|
+3,445
|
+2%
|
|
|
2
|
|
$4.9M
|
-$298K
|
-6,408
|
-6%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$3.8M
|
+$298K
|
+6,408
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
+$252K
|
+5,413
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.09M
|
-$44.1K
|
-948
|
-1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.96M
|
+$1.52M
|
+32,637
|
+104%
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.82M
|
-$78.4K
|
-1,684
|
-3%
|
|
|
8
|
Financial Network Wealth Management
Draper,
Utah
|
$2.81M
|
-$1.49M
|
-31,892
|
-34%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.13M
|
+$597K
|
+12,822
|
+39%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.93M
|
+$30.1K
|
+646
|
+2%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$1.92M
|
+$192K
|
+4,118
|
+11%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.9M
|
+$981K
|
+21,070
|
+105%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$1.77M
|
+$886K
|
+19,025
|
+99%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$1.48M
|
-$21.9K
|
-470
|
-1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.3M
|
+$36.6K
|
+786
|
+3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$86K
|
+1,846
|
+8%
|
|
|
17
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.04M
|
+$320K
|
+6,875
|
+44%
|
|
|
18
|
|
$941K
|
+$339K
|
+7,284
|
+56%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$933K
|
-$44.4K
|
-954
|
-5%
|
|
|
20
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$878K
|
-$58.7K
|
-1,260
|
-6%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$871K
|
+$26.2K
|
+562
|
+3%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$846K
|
+$546K
|
+11,733
|
+179%
|
|
|
23
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$800K
|
+$137K
|
+2,952
|
+21%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$662K
|
+$94.2K
|
+2,022
|
+16%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$626K
|
+$116K
|
+2,497
|
+23%
|
|
