|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$182M
|
+$3.52M
|
+112,764
|
+2%
|
|
|
2
|
|
$106M
|
+$4.67M
|
+149,459
|
+4%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$15.6M
|
+$17.4M
|
+555,697
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
-$280K
|
-8,959
|
-2%
|
|
|
5
|
Park Avenue Securities
New York
|
$11.7M
|
+$766K
|
+24,508
|
+6%
|
|
|
6
|
55I LLC
Boston,
Massachusetts
|
$10.7M
|
-$378K
|
-12,097
|
-3%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$8.57M
|
+$494K
|
+15,799
|
+5%
|
|
|
8
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$6.97M
|
+$1.17M
|
+37,350
|
+18%
|
|
|
9
|
SigFig Wealth Management
San Francisco,
California
|
$5.8M
|
+$3.08M
|
+98,533
|
+116%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$5.25M
|
+$101K
|
+3,246
|
+2%
|
|
|
11
|
Financial Connections Group
Corte Madera,
California
|
$4.04M
|
-$490K
|
-15,664
|
-10%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$4.02M
|
-$696K
|
-22,250
|
-13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.3M
|
-$427K
|
-13,647
|
-10%
|
|
|
14
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.29M
|
-$207K
|
-6,617
|
-5%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$3.29M
|
+$665K
|
+21,260
|
+22%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$2.84M
|
+$33.3K
|
+1,064
|
+1%
|
|
|
17
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.15M
|
-$182K
|
-5,812
|
-7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$251K
|
+8,016
|
+12%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$2.05M
|
+$340K
|
+10,887
|
+17%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.94M
|
+$137K
|
+4,369
|
+7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.85M
|
+$478K
|
+15,291
|
+30%
|
|
|
22
|
Prudential Financial
Newark,
New Jersey
|
$1.78M
|
-$85.7K
|
-2,743
|
-4%
|
|
|
23
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.71M
|
+$1.42M
|
+45,541
|
+294%
|
|
|
24
|
Crestone Asset Management
Boulder,
Colorado
|
$1.71M
|
+$1.53M
|
+48,987
|
+407%
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$1.68M
|
+$6.35K
|
+203
|
+0.3%
|
|
