|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$211M
|
+$1.5M
|
+33,642
|
+0.7%
|
|
|
2
|
|
$125M
|
+$561K
|
+12,549
|
+0.5%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$62.9M
|
-$102K
|
-2,283
|
-0.2%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$28.2M
|
+$2.09M
|
+46,773
|
+8%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$27.2M
|
+$1.29M
|
+28,901
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$4.76M
|
+106,550
|
+23%
|
|
|
7
|
|
$22.2M
|
+$1.49M
|
+33,341
|
+8%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$18.6M
|
+$10.2M
|
+228,107
|
+134%
|
|
|
9
|
Park Avenue Securities
New York
|
$18.5M
|
+$258K
|
+5,766
|
+1%
|
|
|
10
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$16.6M
|
+$935K
|
+20,934
|
+6%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$13.7M
|
+$185K
|
+4,145
|
+1%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$13M
|
-$765K
|
-17,122
|
-6%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.7M
|
+$4.32M
|
+96,661
|
+73%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.6M
|
-$135K
|
-3,020
|
-1%
|
|
|
15
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.35M
|
+$311K
|
+6,951
|
+4%
|
|
|
16
|
Financial Connections Group
Corte Madera,
California
|
$9.05M
|
+$446K
|
+9,977
|
+5%
|
|
|
17
|
Invera Wealth Advisors
Bend,
Oregon
|
$8.04M
|
+$91.3K
|
+2,044
|
+1%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$7.64M
|
+$10.6K
|
+237
|
+0.1%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.96M
|
+$640K
|
+14,331
|
+11%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$6.13M
|
-$7.37K
|
-165
|
-0.1%
|
|
|
21
|
|
$5.91M
|
+$1.2M
|
+26,849
|
+27%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.76M
|
+$143K
|
+3,204
|
+3%
|
|
|
23
|
One Wealth Advisors
San Francisco,
California
|
$5.1M
|
-$152K
|
-3,403
|
-3%
|
|
|
24
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.84M
|
-$20.6K
|
-461
|
-0.4%
|
|
|
25
|
|
$3.83M
|
+$361K
|
+8,091
|
+11%
|
|
