|
1
|
Strategic Financial Services
Utica,
New York
|
245 Mio. $
|
+5,63 Mio. $
|
+94.985
|
+3 %
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
218 Mio. $
|
+648.551 $
|
+10.936
|
+0,3 %
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
135 Mio. $
|
+12,8 Mio. $
|
+215.653
|
+11 %
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
128 Mio. $
|
+6,6 Mio. $
|
+111.242
|
+6 %
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
126 Mio. $
|
+115.880 $
|
+1.954
|
+0,1 %
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
112 Mio. $
|
+8,84 Mio. $
|
+149.079
|
+9 %
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
93,8 Mio. $
|
-3,44 Mio. $
|
-58.028
|
-4 %
|
|
|
8
|
|
72,6 Mio. $
|
-6,5 Mio. $
|
-109.646
|
-9 %
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
71,4 Mio. $
|
-10.438 $
|
-176
|
-0 %
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
68,4 Mio. $
|
+369.465 $
|
+6.230
|
+0,6 %
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
49,8 Mio. $
|
+1,33 Mio. $
|
+22.464
|
+3 %
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
49,4 Mio. $
|
+27,2 Mio. $
|
+458.079
|
+147 %
|
|
|
13
|
Atomi Financial Group
New York
|
46,9 Mio. $
|
+2,05 Mio. $
|
+34.496
|
+5 %
|
|
|
14
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
44,7 Mio. $
|
+984.331 $
|
+16.598
|
+2 %
|
|
|
15
|
Affinity Wealth Management
Wilmington,
Delaware
|
41,7 Mio. $
|
-193.806 $
|
-3.268
|
-0,5 %
|
|
|
16
|
|
39,9 Mio. $
|
-3,81 Mio. $
|
-64.218
|
-9 %
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
37,4 Mio. $
|
+24,9 Mio. $
|
+420.321
|
+258 %
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
34,7 Mio. $
|
+1,31 Mio. $
|
+22.039
|
+4 %
|
|
|
19
|
EWA LLC
Pittsbugh,
Pennsylvania
|
32,6 Mio. $
|
+1,11 Mio. $
|
+18.635
|
+4 %
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
31,8 Mio. $
|
+2,65 Mio. $
|
+44.685
|
+10 %
|
|
|
21
|
Cora Capital Advisors
Marlton,
New Jersey
|
31,1 Mio. $
|
+136.103 $
|
+2.295
|
+0,5 %
|
|
|
22
|
Kestra Investment Management
Austin,
Texas
|
30,7 Mio. $
|
+2,46 Mio. $
|
+41.426
|
+9 %
|
|
|
23
|
Pettinga Financial Advisors
Evansville,
Indiana
|
28,4 Mio. $
|
-694.749 $
|
-11.715
|
-3 %
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
24,3 Mio. $
|
-611.664 $
|
-10.314
|
-3 %
|
|
|
25
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
23,7 Mio. $
|
-2,49 Mio. $
|
-42.063
|
-10 %
|
|
