|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$253M
|
+$26.8M
|
+526,957
|
+12%
|
|
|
2
|
|
$132M
|
-$1.52M
|
-29,945
|
-1%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$75M
|
+$7.55M
|
+148,520
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$52.1M
|
+$23.5M
|
+462,065
|
+79%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$32.4M
|
+$1.3M
|
+25,661
|
+4%
|
|
|
6
|
|
$30.3M
|
+$6.78M
|
+133,495
|
+28%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$25.7M
|
+$1.72M
|
+33,886
|
+7%
|
|
|
8
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$23.2M
|
+$4.51M
|
+88,667
|
+24%
|
|
|
9
|
Park Avenue Securities
New York
|
$23.1M
|
+$3.45M
|
+67,796
|
+17%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$16.8M
|
+$1.85M
|
+36,342
|
+12%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$16.6M
|
+$6.61M
|
+130,004
|
+64%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$14.5M
|
-$1.06M
|
-20,807
|
-7%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$14.1M
|
+$899K
|
+17,700
|
+7%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.8M
|
+$1.52M
|
+29,847
|
+12%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.4M
|
+$844K
|
+16,618
|
+8%
|
|
|
16
|
Financial Connections Group
Corte Madera,
California
|
$10.7M
|
+$249K
|
+4,905
|
+2%
|
|
|
17
|
Invera Wealth Advisors
Bend,
Oregon
|
$9.41M
|
+$419K
|
+8,245
|
+5%
|
|
|
18
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.13M
|
-$814K
|
-16,021
|
-8%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$6.98M
|
+$400K
|
+7,879
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.51M
|
-$76.9K
|
-1,513
|
-1%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.39M
|
-$137K
|
-2,698
|
-2%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$5.98M
|
+$412K
|
+8,111
|
+7%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$5.92M
|
+$1.41M
|
+27,748
|
+30%
|
|
|
24
|
|
$5.79M
|
+$1.26M
|
+24,861
|
+27%
|
|
|
25
|
|
$4.83M
|
-$9.81K
|
-193
|
-0.2%
|
|
