|
1
|
|
$68.5M
|
+$2.24M
|
+90,177
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.4M
|
+$32.8M
|
+1,318,409
|
+233%
|
|
|
3
|
|
$27.6M
|
-$845K
|
-33,968
|
-3%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$23.1M
|
+$22.8M
|
+917,928
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
+$1.08M
|
+43,517
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16.8M
|
+$3.09M
|
+124,349
|
+23%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$16.1M
|
+$396K
|
+15,913
|
+3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$663K
|
+26,654
|
+5%
|
|
|
9
|
Bank of New York Mellon
New York
|
$14.1M
|
+$332K
|
+13,342
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
+$364K
|
+14,619
|
+3%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.9M
|
+$11.7M
|
+472,470
|
+1,189%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$1.25M
|
+50,294
|
+11%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
+$1.86M
|
+74,689
|
+18%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$429K
|
+17,240
|
+4%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.7M
|
+$749K
|
+30,116
|
+8%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$10.1M
|
+$609K
|
+24,482
|
+7%
|
|
|
17
|
|
$9.87M
|
+$7.5M
|
+301,684
|
+333%
|
|
|
18
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.49M
|
+$78.5K
|
+3,156
|
+0.8%
|
|
|
19
|
|
$9.16M
|
-$27.4K
|
-1,101
|
-0.3%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$9.09M
|
+$143K
|
+5,768
|
+2%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$8.68M
|
+$435K
|
+17,486
|
+5%
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$8.63M
|
+$29.3K
|
+1,178
|
+0.3%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$8.19M
|
+$118K
|
+4,744
|
+1%
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$7.72M
|
-$37.7K
|
-1,516
|
-0.5%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$6.86M
|
+$781K
|
+31,420
|
+13%
|
|
