|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
-$52M
|
-1,614,497
|
-20%
|
|
|
2
|
|
$108M
|
+$7.96M
|
+246,922
|
+7%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.4M
|
-$5.07M
|
-157,150
|
-22%
|
|
|
4
|
55I LLC
Boston,
Massachusetts
|
$11.7M
|
+$383K
|
+11,877
|
+3%
|
|
|
5
|
Park Avenue Securities
New York
|
$11.7M
|
-$2.24M
|
-69,565
|
-15%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$8.66M
|
-$3.04M
|
-94,454
|
-25%
|
|
|
7
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$6.32M
|
+$1.37M
|
+42,384
|
+25%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$5.5M
|
+$273K
|
+8,479
|
+5%
|
|
|
9
|
One Wealth Advisors
San Francisco,
California
|
$4.95M
|
-$8.93K
|
-277
|
-0.2%
|
|
|
10
|
Financial Connections Group
Corte Madera,
California
|
$4.78M
|
+$717K
|
+22,251
|
+16%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.93M
|
-$1.26M
|
-39,056
|
-23%
|
|
|
12
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.71M
|
-$2.98M
|
-92,565
|
-43%
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$3.11M
|
+$1.2M
|
+37,286
|
+78%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$3M
|
-$971K
|
-30,111
|
-23%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$2.88M
|
+$450K
|
+13,949
|
+17%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.47M
|
+$349K
|
+10,826
|
+15%
|
|
|
17
|
|
$2.16M
|
+$717K
|
+22,240
|
+44%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.05M
|
+$132K
|
+4,095
|
+6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$374K
|
+11,596
|
+21%
|
|
|
20
|
Prudential Financial
Newark,
New Jersey
|
$1.97M
|
-$1.29M
|
-40,022
|
-38%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.94M
|
-$232K
|
-7,184
|
-10%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.86M
|
+$226K
|
+7,008
|
+13%
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$1.79M
|
-$1.14M
|
-35,212
|
-37%
|
|
|
24
|
Equitable Holdings
New York
|
$1.68M
|
-$183K
|
-5,690
|
-9%
|
|
|
25
|
Ashfield Capital Partners
San Francisco,
California
|
$1.64M
|
+$9.87K
|
+306
|
+0.6%
|
|
