|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$178M
|
-$2.51M
|
-68,598
|
-2%
|
|
|
2
|
|
$119M
|
+$181K
|
+4,957
|
+0.2%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$56.3M
|
-$574K
|
-15,689
|
-1%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22.3M
|
-$3.24M
|
-88,584
|
-14%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$20.2M
|
+$2.48M
|
+67,714
|
+15%
|
|
|
6
|
|
$16.2M
|
+$343K
|
+9,380
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.1M
|
-$5.54M
|
-151,497
|
-27%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15.8M
|
+$2.07M
|
+56,678
|
+17%
|
|
|
9
|
Park Avenue Securities
New York
|
$15.7M
|
+$193K
|
+5,284
|
+1%
|
|
|
10
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$13.5M
|
+$391K
|
+10,700
|
+3%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$11.3M
|
+$2.52K
|
+69
|
+0%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$11.1M
|
+$873K
|
+23,873
|
+9%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.62M
|
+$1.09M
|
+29,869
|
+16%
|
|
|
14
|
Financial Connections Group
Corte Madera,
California
|
$7.14M
|
+$254K
|
+6,940
|
+4%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$6.73M
|
-$45.6K
|
-1,247
|
-0.7%
|
|
|
16
|
Invera Wealth Advisors
Bend,
Oregon
|
$6.7M
|
+$6.15M
|
+168,149
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.11M
|
-$402K
|
-10,984
|
-7%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.51M
|
+$163K
|
+4,464
|
+3%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$4.84M
|
+$405K
|
+11,082
|
+10%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.8M
|
+$951K
|
+25,996
|
+28%
|
|
|
21
|
One Wealth Advisors
San Francisco,
California
|
$4.4M
|
-$78.6K
|
-2,148
|
-2%
|
|
|
22
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.22M
|
+$415K
|
+11,355
|
+12%
|
|
|
23
|
|
$4.15M
|
+$1.99M
|
+54,335
|
+109%
|
|
|
24
|
|
$3.23M
|
-$479K
|
-13,099
|
-14%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$2.88M
|
+$2.64M
|
+72,281
|
New
|
|
