|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$154M
|
-$1.74M
|
-30,186
|
-1%
|
|
|
2
|
|
$134M
|
-$3.74M
|
-65,081
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$51.7M
|
+$897K
|
+15,591
|
+2%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$47.8M
|
+$3.16M
|
+54,961
|
+7%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$38.6M
|
+$172K
|
+2,987
|
+0.4%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$30.3M
|
+$20.6K
|
+358
|
+0.1%
|
|
|
7
|
|
$28.8M
|
+$87.1K
|
+1,513
|
+0.3%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.5M
|
+$1.67M
|
+29,066
|
+8%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$20.8M
|
+$192K
|
+3,331
|
+0.9%
|
|
|
10
|
Park Avenue Securities
New York
|
$17.6M
|
+$287K
|
+4,985
|
+2%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$16.6M
|
-$268K
|
-4,656
|
-2%
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$13.9M
|
+$266K
|
+4,624
|
+2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.2M
|
+$581K
|
+10,099
|
+5%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$10.5M
|
+$1.99M
|
+34,556
|
+23%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$1.87M
|
+32,429
|
+22%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$9.25M
|
-$21.3K
|
-370
|
-0.2%
|
|
|
17
|
|
$6.95M
|
+$518K
|
+9,009
|
+8%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$6.9M
|
+$880K
|
+15,291
|
+15%
|
|
|
19
|
Regatta Capital Group
El Segundo,
California
|
$6.86M
|
+$224K
|
+3,894
|
+3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6.8M
|
-$159K
|
-2,756
|
-2%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.02M
|
-$205K
|
-3,556
|
-3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$5.96M
|
+$987K
|
+17,161
|
+20%
|
|
|
23
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$5.91M
|
-$301K
|
-5,226
|
-5%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.52M
|
+$373K
|
+6,490
|
+7%
|
|
|
25
|
Invera Wealth Advisors
Bend,
Oregon
|
$5.52M
|
-$602K
|
-10,457
|
-10%
|
|
