|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$203M
|
+$1.59M
|
+37,542
|
+0.8%
|
|
|
2
|
|
$121M
|
-$13.4M
|
-314,555
|
-11%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$61M
|
-$2.67M
|
-62,917
|
-4%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$25.2M
|
+$2.14M
|
+50,361
|
+10%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$25M
|
-$249K
|
-5,875
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$2.55M
|
+60,004
|
+15%
|
|
|
7
|
|
$20M
|
+$1.55M
|
+36,499
|
+9%
|
|
|
8
|
Park Avenue Securities
New York
|
$17.7M
|
-$102K
|
-2,401
|
-0.6%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$15.1M
|
-$213K
|
-5,010
|
-1%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$13.3M
|
+$522K
|
+12,282
|
+4%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$13M
|
+$384K
|
+9,050
|
+3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.4M
|
+$3.26M
|
+76,879
|
+50%
|
|
|
13
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$8.75M
|
+$6.02M
|
+141,699
|
+272%
|
|
|
14
|
Financial Connections Group
Corte Madera,
California
|
$8.32M
|
+$212K
|
+5,000
|
+3%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$7.71M
|
+$7.25M
|
+170,743
|
New
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$7.4M
|
-$216K
|
-5,080
|
-3%
|
|
|
17
|
Invera Wealth Advisors
Bend,
Oregon
|
$7.04M
|
-$55.1K
|
-1,297
|
-0.8%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.1M
|
-$142K
|
-3,335
|
-2%
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.01M
|
-$3.54M
|
-83,344
|
-39%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$5.95M
|
+$435K
|
+10,255
|
+8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.44M
|
+$1.83K
|
+43
|
+0%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$5.27M
|
+$263K
|
+6,184
|
+6%
|
|
|
23
|
Retirement Capital Strategies
San Jose,
California
|
$5.06M
|
+$4.31M
|
+101,544
|
+974%
|
|
|
24
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.71M
|
-$67.8K
|
-1,596
|
-2%
|
|
|
25
|
|
$4.52M
|
+$2.35M
|
+55,252
|
+123%
|
|
