|
1
|
Strategic Financial Services
Utica,
New York
|
189 Mio. $
|
-1,47 Mio. $
|
-32.683
|
-0,7 %
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
87,8 Mio. $
|
-1,25 Mio. $
|
-27.949
|
-1 %
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
73,8 Mio. $
|
+4,33 Mio. $
|
+96.629
|
+6 %
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
69,8 Mio. $
|
-4,39 Mio. $
|
-97.906
|
-6 %
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
58,9 Mio. $
|
+2,07 Mio. $
|
+46.214
|
+4 %
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
53,5 Mio. $
|
+30,4 Mio. $
|
+677.624
|
+122 %
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
52,4 Mio. $
|
+10,4 Mio. $
|
+232.856
|
+24 %
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
46,5 Mio. $
|
-197.591 $
|
-4.406
|
-0,4 %
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
36,9 Mio. $
|
-2,99 Mio. $
|
-66.709
|
-7 %
|
|
|
10
|
Pettinga Financial Advisors
Evansville,
Indiana
|
33,7 Mio. $
|
-1,04 Mio. $
|
-23.122
|
-3 %
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
30,2 Mio. $
|
+29,5 Mio. $
|
+657.494
|
+1.620 %
|
|
|
12
|
|
26,5 Mio. $
|
-489.494 $
|
-10.915
|
-2 %
|
|
|
13
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
24,5 Mio. $
|
+702.288 $
|
+15.660
|
+3 %
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
23,8 Mio. $
|
+137.767 $
|
+3.072
|
+0,6 %
|
|
|
15
|
|
21,5 Mio. $
|
-332.982 $
|
-7.425
|
-1 %
|
|
|
16
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
21,1 Mio. $
|
+5,61 Mio. $
|
+125.157
|
+35 %
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
19,7 Mio. $
|
-293.248 $
|
-6.539
|
-1 %
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
18,2 Mio. $
|
+18,9 Mio. $
|
+421.234
|
Neu
|
|
|
19
|
Cora Capital Advisors
Marlton,
New Jersey
|
17,5 Mio. $
|
+996.433 $
|
+22.219
|
+6 %
|
|
|
20
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
17,4 Mio. $
|
-73.906 $
|
-1.648
|
-0,4 %
|
|
|
21
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
17,2 Mio. $
|
–
|
–
|
–
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
15,4 Mio. $
|
+252.573 $
|
+5.632
|
+2 %
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
13,8 Mio. $
|
-7,13 Mio. $
|
-158.910
|
-33 %
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
10,8 Mio. $
|
-3,84 Mio. $
|
-85.629
|
-26 %
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
10 Mio. $
|
-36.549 $
|
-815
|
-0,4 %
|
|
