|
1
|
Strategic Financial Services
Utica,
New York
|
197 Mio. $
|
-7,96 Mio. $
|
-188.725
|
-4 %
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
90,5 Mio. $
|
+1,12 Mio. $
|
+26.489
|
+1 %
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
76,1 Mio. $
|
+122.571 $
|
+2.907
|
+0,2 %
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
71,3 Mio. $
|
+14,9 Mio. $
|
+353.427
|
+28 %
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
58,5 Mio. $
|
+3,65 Mio. $
|
+86.602
|
+7 %
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
48 Mio. $
|
-882.661 $
|
-20.934
|
-2 %
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
43,5 Mio. $
|
-508.498 $
|
-12.060
|
-1 %
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
41 Mio. $
|
-2,97 Mio. $
|
-70.511
|
-7 %
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
35,7 Mio. $
|
-390.649 $
|
-9.265
|
-1 %
|
|
|
10
|
|
27,7 Mio. $
|
-2,05 Mio. $
|
-48.626
|
-7 %
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
24,8 Mio. $
|
+22,8 Mio. $
|
+540.929
|
+3.365 %
|
|
|
12
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
24,4 Mio. $
|
-716.366 $
|
-16.990
|
-3 %
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
24,3 Mio. $
|
+44.525 $
|
+1.056
|
+0,2 %
|
|
|
14
|
|
22,5 Mio. $
|
-99.634 $
|
-2.363
|
-0,5 %
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
21,3 Mio. $
|
+751.025 $
|
+17.812
|
+4 %
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
20,5 Mio. $
|
-787.792 $
|
-18.684
|
-4 %
|
|
|
17
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
18 Mio. $
|
-376.482 $
|
-8.929
|
-2 %
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
17,2 Mio. $
|
+981.451 $
|
+23.277
|
+6 %
|
|
|
19
|
Cora Capital Advisors
Marlton,
New Jersey
|
17 Mio. $
|
-1,89 Mio. $
|
-44.883
|
-11 %
|
|
|
20
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
16,2 Mio. $
|
-247.924 $
|
-5.880
|
-2 %
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
15,6 Mio. $
|
-240.883 $
|
-5.713
|
-2 %
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
14,9 Mio. $
|
+145.550 $
|
+3.452
|
+1 %
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
10,9 Mio. $
|
-201.797 $
|
-4.786
|
-2 %
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
10,3 Mio. $
|
+347.431 $
|
+8.240
|
+4 %
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
9,9 Mio. $
|
-614.287 $
|
-14.569
|
-6 %
|
|
