|
1
|
Strategic Financial Services
Utica,
New York
|
158 Mio. $
|
-14,8 Mio. $
|
-367.964
|
-8 %
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
72,7 Mio. $
|
-127.945 $
|
-3.188
|
-0,2 %
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
61 Mio. $
|
+1,81 Mio. $
|
+45.224
|
+3 %
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
42,5 Mio. $
|
-2,5 Mio. $
|
-62.209
|
-5 %
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
42,3 Mio. $
|
+5,09 Mio. $
|
+126.816
|
+12 %
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
41,4 Mio. $
|
+9,5 Mio. $
|
+237.662
|
+26 %
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
39,3 Mio. $
|
+2,53 Mio. $
|
+63.133
|
+6 %
|
|
|
8
|
|
34,2 Mio. $
|
-68.789 $
|
-1.714
|
-0,2 %
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
23,9 Mio. $
|
-489.788 $
|
-12.204
|
-2 %
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
19,4 Mio. $
|
-247.262 $
|
-6.161
|
-1 %
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
18,6 Mio. $
|
-3,66 Mio. $
|
-91.244
|
-15 %
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
16,8 Mio. $
|
-1,65 Mio. $
|
-41.056
|
-8 %
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
15,7 Mio. $
|
+671.793 $
|
+16.739
|
+4 %
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
14 Mio. $
|
+351.288 $
|
+8.753
|
+2 %
|
|
|
15
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
13,9 Mio. $
|
+6,73 Mio. $
|
+167.743
|
+77 %
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
12,2 Mio. $
|
+44.789 $
|
+1.116
|
+0,3 %
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
9,47 Mio. $
|
+10,5 Mio. $
|
+261.467
|
Neu
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
8,43 Mio. $
|
-111.852 $
|
-2.787
|
-1 %
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
8,13 Mio. $
|
+18.501 $
|
+461
|
+0,2 %
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
7,65 Mio. $
|
-99.290 $
|
-2.474
|
-1 %
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
7,43 Mio. $
|
+224.065 $
|
+5.583
|
+3 %
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
7,1 Mio. $
|
-177.229 $
|
-4.416
|
-2 %
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
6,9 Mio. $
|
-121.203 $
|
-3.020
|
-2 %
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
6,42 Mio. $
|
+114.942 $
|
+2.864
|
+2 %
|
|
|
25
|
Forte Asset Management
Bedford,
New York
|
6,29 Mio. $
|
-215.878 $
|
-5.379
|
-3 %
|
|
