|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$242M
|
+$4.72M
|
+94,960
|
+2%
|
|
|
2
|
|
$127M
|
+$3.11M
|
+62,610
|
+2%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$55.5M
|
-$15.8M
|
-319,010
|
-21%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$54.1M
|
+$5.54M
|
+111,539
|
+11%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$31.1M
|
+$980K
|
+19,723
|
+3%
|
|
|
6
|
|
$29.1M
|
+$770K
|
+15,508
|
+3%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$29M
|
+$5.27M
|
+106,130
|
+21%
|
|
|
8
|
Park Avenue Securities
New York
|
$23.4M
|
+$1.88M
|
+37,755
|
+8%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$17.2M
|
-$4.8M
|
-96,641
|
-21%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.1M
|
+$1.35M
|
+27,170
|
+8%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.6M
|
+$1.73M
|
+34,821
|
+13%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$13.7M
|
+$478K
|
+9,631
|
+3%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$13.1M
|
+$331K
|
+6,659
|
+2%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$12.7M
|
-$3.01M
|
-60,578
|
-18%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.7M
|
+$274K
|
+5,522
|
+3%
|
|
|
16
|
Financial Connections Group
Corte Madera,
California
|
$10.3M
|
+$306K
|
+6,165
|
+3%
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$8.75M
|
+$188K
|
+3,789
|
+2%
|
|
|
18
|
Invera Wealth Advisors
Bend,
Oregon
|
$8.05M
|
-$316K
|
-6,356
|
-4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$323K
|
+6,508
|
+5%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$6.09M
|
-$491K
|
-9,878
|
-7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$5.79M
|
+$246K
|
+4,958
|
+4%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$5.61M
|
-$745
|
-15
|
-0%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.43M
|
-$601K
|
-12,101
|
-9%
|
|
|
24
|
|
$5.28M
|
-$167K
|
-3,362
|
-3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$5.11M
|
+$848K
|
+17,077
|
+18%
|
|
