|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
-$57.7M
|
-1,033,767
|
-28%
|
|
|
2
|
|
$137M
|
-$4.44M
|
-79,620
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$50.6M
|
-$8.86M
|
-158,801
|
-15%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$44.4M
|
+$3.37M
|
+60,398
|
+8%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$38M
|
-$326K
|
-5,852
|
-0.9%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$30.1M
|
-$13.7M
|
-244,895
|
-32%
|
|
|
7
|
|
$28.6M
|
+$358K
|
+6,410
|
+1%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$20.7M
|
+$751K
|
+13,469
|
+4%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$20.3M
|
-$514K
|
-9,210
|
-3%
|
|
|
10
|
Park Avenue Securities
New York
|
$17.2M
|
-$5.15M
|
-92,285
|
-23%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$16.7M
|
+$509K
|
+9,131
|
+3%
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$13.6M
|
+$807K
|
+14,471
|
+7%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.5M
|
-$1.17M
|
-20,988
|
-9%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$9.22M
|
-$6.68M
|
-119,799
|
-43%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.57M
|
+$1.37M
|
+24,504
|
+20%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$8.51M
|
-$4.05M
|
-72,608
|
-33%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.93M
|
+$614K
|
+11,015
|
+10%
|
|
|
18
|
Regatta Capital Group
El Segundo,
California
|
$6.6M
|
+$122K
|
+2,196
|
+2%
|
|
|
19
|
|
$6.4M
|
+$30.9K
|
+554
|
+0.5%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.2M
|
-$42.8K
|
-768
|
-0.7%
|
|
|
21
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.18M
|
-$520K
|
-9,318
|
-8%
|
|
|
22
|
GTS Securities
Miami,
Florida
|
$6.14M
|
+$5.97M
|
+107,055
|
New
|
|
|
23
|
Invera Wealth Advisors
Bend,
Oregon
|
$6.09M
|
-$320K
|
-5,735
|
-5%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$6M
|
+$4.44M
|
+79,592
|
+318%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.18M
|
+$225K
|
+4,027
|
+5%
|
|
