|
1
|
SigFig Wealth Management
San Francisco,
California
|
$9.85M
|
+$204K
|
+4,391
|
+2%
|
|
|
2
|
Colorado Capital Management
Boulder,
Colorado
|
$4.11M
|
+$211K
|
+4,555
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.46M
|
+$1.24M
|
+26,816
|
+58%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.43M
|
+$252K
|
+5,445
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.4M
|
+$26.1K
|
+563
|
+0.8%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.94M
|
+$45.4K
|
+979
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$388K
|
+8,368
|
+20%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$2.13M
|
+$150K
|
+3,246
|
+8%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$1.99M
|
+$12.2K
|
+264
|
+0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.63M
|
-$1.37M
|
-29,611
|
-46%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$1.54M
|
+$20.2K
|
+436
|
+1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.34M
|
+$8.48K
|
+183
|
+0.7%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.26M
|
+$8.99K
|
+194
|
+0.7%
|
|
|
14
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.09M
|
+$20.5K
|
+442
|
+2%
|
|
|
15
|
|
$1.08M
|
+$109K
|
+2,351
|
+12%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.07M
|
+$173K
|
+3,731
|
+20%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02M
|
+$65K
|
+1,402
|
+7%
|
|
|
18
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$862K
|
+$40.3K
|
+869
|
+5%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$835K
|
-$31.8K
|
-685
|
-4%
|
|
|
20
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$805K
|
+$785K
|
+16,940
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$728K
|
+$47.4K
|
+1,023
|
+7%
|
|
|
22
|
Congress Wealth Management
Boston,
Massachusetts
|
$653K
|
+$91.8K
|
+1,979
|
+17%
|
|
|
23
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$597K
|
-$1.07K
|
-23
|
-0.2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$522K
|
-$118K
|
-2,545
|
-19%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$518K
|
-$1.62K
|
-35
|
-0.3%
|
|
