|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$201M
|
-$70.6M
|
-1,443,822
|
-28%
|
|
|
2
|
|
$133M
|
-$11.9M
|
-244,464
|
-9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$56.1M
|
-$5.79M
|
-118,570
|
-10%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.5M
|
-$20.4M
|
-418,400
|
-35%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$38.6M
|
+$4.55M
|
+93,098
|
+15%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$36.1M
|
+$208K
|
+4,249
|
+0.6%
|
|
|
7
|
|
$26.6M
|
-$6.43M
|
-131,534
|
-21%
|
|
|
8
|
Park Avenue Securities
New York
|
$21.2M
|
-$5.32M
|
-108,786
|
-22%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$19.6M
|
-$267K
|
-5,457
|
-1%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.8M
|
-$837K
|
-17,128
|
-5%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$15.3M
|
-$46.1K
|
-944
|
-0.3%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$15.1M
|
+$408K
|
+8,349
|
+3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.9M
|
-$3.55M
|
-72,729
|
-23%
|
|
|
14
|
Financial Connections Group
Corte Madera,
California
|
$12M
|
+$101K
|
+2,060
|
+0.9%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$11.9M
|
-$3.52M
|
-72,097
|
-25%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.74M
|
-$607K
|
-12,425
|
-9%
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.32M
|
-$3.43M
|
-70,285
|
-38%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.26M
|
+$942K
|
+19,278
|
+20%
|
|
|
19
|
Regatta Capital Group
El Segundo,
California
|
$6.09M
|
+$429K
|
+8,769
|
+8%
|
|
|
20
|
Invera Wealth Advisors
Bend,
Oregon
|
$6.04M
|
-$2.95M
|
-60,423
|
-35%
|
|
|
21
|
|
$5.99M
|
-$97.4K
|
-1,994
|
-2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$5.92M
|
+$14.6K
|
+299
|
+0.3%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.88M
|
-$367K
|
-7,504
|
-6%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$5.5M
|
-$1.08M
|
-22,096
|
-18%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$5.17M
|
-$1.19M
|
-24,401
|
-20%
|
|
