|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$223M
|
+$1.1M
|
+23,354
|
+0.5%
|
|
|
2
|
|
$132M
|
-$278K
|
-5,882
|
-0.2%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$66.7M
|
+$443K
|
+9,396
|
+0.7%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$30.6M
|
+$894K
|
+18,953
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$1.09M
|
+23,022
|
+4%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$23.7M
|
+$3.93M
|
+83,220
|
+21%
|
|
|
7
|
|
$23.3M
|
-$35.3K
|
-749
|
-0.2%
|
|
|
8
|
Park Avenue Securities
New York
|
$19.4M
|
-$32.3K
|
-685
|
-0.2%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$18.5M
|
+$998K
|
+21,163
|
+6%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.8M
|
+$3.41M
|
+72,296
|
+31%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$14.6M
|
+$241K
|
+5,117
|
+2%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$13.1M
|
-$592K
|
-12,556
|
-5%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.1M
|
+$960K
|
+20,350
|
+9%
|
|
|
14
|
Financial Connections Group
Corte Madera,
California
|
$10.3M
|
+$715K
|
+15,161
|
+8%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$9.96M
|
+$1.84M
|
+38,896
|
+24%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.93M
|
+$2.49M
|
+52,843
|
+35%
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.8M
|
-$47.5K
|
-1,006
|
-0.5%
|
|
|
18
|
Invera Wealth Advisors
Bend,
Oregon
|
$8.89M
|
+$76.3K
|
+1,617
|
+1%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$6.5M
|
+$39K
|
+827
|
+0.6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.5M
|
+$412K
|
+8,736
|
+7%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.44M
|
-$21.3M
|
-452,338
|
-78%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$5.5M
|
-$58.5K
|
-1,239
|
-1%
|
|
|
23
|
|
$4.77M
|
-$1.4M
|
-29,625
|
-23%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.6M
|
+$1.12M
|
+23,833
|
+34%
|
|
|
25
|
|
$4.5M
|
+$442K
|
+9,367
|
+11%
|
|
