|
1
|
SigFig Wealth Management
San Francisco,
California
|
$11.3M
|
+$456K
|
+9,660
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.58M
|
+$2.92M
|
+61,950
|
+110%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$4.43M
|
+$214K
|
+4,543
|
+5%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.23M
|
+$850K
|
+18,000
|
+25%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
+$172K
|
+3,637
|
+5%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.35M
|
+$194K
|
+4,103
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.56M
|
+$39.1K
|
+828
|
+2%
|
|
|
8
|
Impact Investors
San Francisco,
California
|
$2.44M
|
-$2.64K
|
-56
|
-0.1%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$2.34M
|
+$99.6K
|
+2,110
|
+4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
-$3.82K
|
-81
|
-0.2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.06M
|
+$20.8K
|
+441
|
+1%
|
|
|
12
|
|
$1.72M
|
+$401K
|
+8,503
|
+30%
|
|
|
13
|
|
$1.72M
|
+$1.48M
|
+31,464
|
+641%
|
|
|
14
|
Financial Connections Group
Corte Madera,
California
|
$1.47M
|
+$1.47M
|
+31,193
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
+$565K
|
+11,978
|
+65%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.43M
|
+$26.9K
|
+570
|
+2%
|
|
|
17
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$1.39M
|
+$330K
|
+7,000
|
+31%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.35M
|
+$45.1K
|
+956
|
+3%
|
|
|
19
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.22M
|
+$1.22M
|
+25,820
|
New
|
|
|
20
|
Financial Network Wealth Management
Draper,
Utah
|
$1.18M
|
-$9.3K
|
-197
|
-0.8%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$1.13M
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
+$169K
|
+3,589
|
+18%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$151K
|
+3,204
|
+18%
|
|
|
24
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$922K
|
+$59.7K
|
+1,266
|
+7%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$886K
|
+$46.6K
|
+987
|
+6%
|
|
