|
1
|
Strategic Financial Services
Utica,
New York
|
181 Mio. $
|
+11,3 Mio. $
|
+287.905
|
+7 %
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
78,4 Mio. $
|
+1,22 Mio. $
|
+31.307
|
+2 %
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
63,6 Mio. $
|
-2,14 Mio. $
|
-54.688
|
-3 %
|
|
|
4
|
Stokes Family Office
New Orleans,
Louisiana
|
57,5 Mio. $
|
+11,9 Mio. $
|
+305.252
|
+26 %
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
47,3 Mio. $
|
+2,75 Mio. $
|
+70.234
|
+6 %
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
43,5 Mio. $
|
+1,11 Mio. $
|
+28.484
|
+3 %
|
|
|
7
|
|
41,6 Mio. $
|
+4,81 Mio. $
|
+123.057
|
+13 %
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
39,7 Mio. $
|
-6,16 Mio. $
|
-157.526
|
-13 %
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
33,8 Mio. $
|
+33,9 Mio. $
|
+867.182
|
Neu
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
22 Mio. $
|
-3,76 Mio. $
|
-96.138
|
-15 %
|
|
|
11
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
21,4 Mio. $
|
+21,5 Mio. $
|
+549.355
|
Neu
|
|
|
12
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
20,4 Mio. $
|
+20,5 Mio. $
|
+523.862
|
Neu
|
|
|
13
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
20,4 Mio. $
|
+20,5 Mio. $
|
+523.862
|
Neu
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
18,9 Mio. $
|
-1,11 Mio. $
|
-28.274
|
-6 %
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
18,4 Mio. $
|
+345.527 $
|
+8.834
|
+2 %
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
17,7 Mio. $
|
-3,24 Mio. $
|
-82.922
|
-15 %
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
17,4 Mio. $
|
+17,5 Mio. $
|
+446.223
|
Neu
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
14,4 Mio. $
|
-665.083 $
|
-17.004
|
-4 %
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
14 Mio. $
|
-976.151 $
|
-24.957
|
-6 %
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
13,5 Mio. $
|
+431.654 $
|
+11.036
|
+3 %
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
12,7 Mio. $
|
+12,8 Mio. $
|
+326.097
|
Neu
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
9,35 Mio. $
|
+278.878 $
|
+7.130
|
+3 %
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
8,88 Mio. $
|
+116.871 $
|
+2.988
|
+1 %
|
|
|
24
|
HB Wealth Management
Atlanta,
Georgia
|
8,1 Mio. $
|
-135.293 $
|
-3.459
|
-2 %
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
7,96 Mio. $
|
-43.924 $
|
-1.123
|
-0,5 %
|
|
