|
1
|
Strategic Financial Services
Utica,
New York
|
179 Mio. $
|
+5,7 Mio. $
|
+138.715
|
+3 %
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
75,1 Mio. $
|
-702.360 $
|
-17.100
|
-0,9 %
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
62,1 Mio. $
|
-1,9 Mio. $
|
-46.253
|
-3 %
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
46,9 Mio. $
|
-6,78 Mio. $
|
-165.041
|
-12 %
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
39,5 Mio. $
|
+42,8 Mio. $
|
+1.042.206
|
Neu
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
38,8 Mio. $
|
-1,83 Mio. $
|
-44.624
|
-4 %
|
|
|
7
|
|
35,8 Mio. $
|
-9,25 Mio. $
|
-225.243
|
-19 %
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
34,3 Mio. $
|
-5,55 Mio. $
|
-135.123
|
-13 %
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
25,5 Mio. $
|
-572.855 $
|
-13.947
|
-2 %
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
22,9 Mio. $
|
-34,3 Mio. $
|
-835.983
|
-58 %
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
20,5 Mio. $
|
+7,14 Mio. $
|
+173.760
|
+47 %
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
19,1 Mio. $
|
-177.972 $
|
-4.333
|
-0,9 %
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
15,8 Mio. $
|
+1,93 Mio. $
|
+47.100
|
+13 %
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
14,3 Mio. $
|
-605.632 $
|
-14.745
|
-4 %
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
12,8 Mio. $
|
+844.927 $
|
+20.571
|
+7 %
|
|
|
16
|
Wade Financial Advisory
Campbell,
California
|
8,92 Mio. $
|
-757.399 $
|
-18.440
|
-7 %
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
8,5 Mio. $
|
-80.956 $
|
-1.971
|
-0,9 %
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
8,21 Mio. $
|
+5,36 Mio. $
|
+130.534
|
+152 %
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
8,09 Mio. $
|
+452 $
|
+11
|
+0 %
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
7,59 Mio. $
|
+216.910 $
|
+5.281
|
+3 %
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
7,56 Mio. $
|
+213.583 $
|
+5.200
|
+3 %
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
7,34 Mio. $
|
-59.187 $
|
-1.441
|
-0,7 %
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
7,17 Mio. $
|
+329.124 $
|
+8.013
|
+5 %
|
|
|
24
|
Forte Asset Management
Bedford,
New York
|
6,79 Mio. $
|
+7,35 Mio. $
|
+179.038
|
Neu
|
|
|
25
|
Cerity Partners OCIO
New York
|
6,75 Mio. $
|
-76.068 $
|
-1.852
|
-1 %
|
|
