|
1
|
Strategic Financial Services
Utica,
New York
|
247 Mio. $
|
-5,21 Mio. $
|
-92.111
|
-2 %
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
192 Mio. $
|
+3,49 Mio. $
|
+61.704
|
+2 %
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
116 Mio. $
|
-3,66 Mio. $
|
-64.721
|
-3 %
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
115 Mio. $
|
-4,33 Mio. $
|
-76.453
|
-4 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
105 Mio. $
|
-3,11 Mio. $
|
-54.916
|
-3 %
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
89,7 Mio. $
|
+3,27 Mio. $
|
+57.794
|
+4 %
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
89,4 Mio. $
|
+1,67 Mio. $
|
+29.425
|
+2 %
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
60,7 Mio. $
|
+1,01 Mio. $
|
+17.856
|
+2 %
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
43 Mio. $
|
+6,69 Mio. $
|
+118.245
|
+19 %
|
|
|
10
|
|
38,9 Mio. $
|
+1,59 Mio. $
|
+28.119
|
+4 %
|
|
|
11
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
37,2 Mio. $
|
+1,17 Mio. $
|
+20.633
|
+3 %
|
|
|
12
|
Affinity Wealth Management
Wilmington,
Delaware
|
30,4 Mio. $
|
+29,2 Mio. $
|
+516.437
|
Neu
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
30,3 Mio. $
|
-729.859 $
|
-12.893
|
-2 %
|
|
|
14
|
|
29,7 Mio. $
|
-3,87 Mio. $
|
-68.307
|
-12 %
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
29,4 Mio. $
|
-1,93 Mio. $
|
-34.141
|
-6 %
|
|
|
16
|
Atomi Financial Group
New York
|
28,4 Mio. $
|
+9,47 Mio. $
|
+167.313
|
+53 %
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
27 Mio. $
|
-269.741 $
|
-4.765
|
-1 %
|
|
|
18
|
Pettinga Financial Advisors
Evansville,
Indiana
|
26,8 Mio. $
|
+296.234 $
|
+5.233
|
+1 %
|
|
|
19
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
25,6 Mio. $
|
-84.121 $
|
-1.486
|
-0,3 %
|
|
|
20
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
24,1 Mio. $
|
-324.822 $
|
-5.738
|
-1 %
|
|
|
21
|
Stokes Family Office
New Orleans,
Louisiana
|
23,9 Mio. $
|
-9,05 Mio. $
|
-159.943
|
-28 %
|
|
|
22
|
EWA LLC
Pittsbugh,
Pennsylvania
|
23,3 Mio. $
|
-1,91 Mio. $
|
-33.697
|
-8 %
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
22,7 Mio. $
|
+2,02 Mio. $
|
+35.675
|
+10 %
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
22,2 Mio. $
|
-513.952 $
|
-9.079
|
-2 %
|
|
|
25
|
Kestra Investment Management
Austin,
Texas
|
22 Mio. $
|
+12,9 Mio. $
|
+228.191
|
+155 %
|
|
