|
1
|
Strategic Financial Services
Utica,
New York
|
$1.79億
|
+$570万
|
+138,715
|
+3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$7513万
|
-$70.2万
|
-17,100
|
-0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6214万
|
-$190万
|
-46,253
|
-3%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4688万
|
-$678万
|
-165,041
|
-12%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$3950万
|
+$4281万
|
+1,042,206
|
新規
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3876万
|
-$183万
|
-44,624
|
-4%
|
|
|
7
|
|
$3580万
|
-$925万
|
-225,243
|
-19%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$3426万
|
-$555万
|
-135,123
|
-13%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$2546万
|
-$57.3万
|
-13,947
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2290万
|
-$3434万
|
-835,983
|
-58%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2054万
|
+$714万
|
+173,760
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1912万
|
-$17.8万
|
-4,333
|
-0.9%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
$1580万
|
+$193万
|
+47,100
|
+13%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1434万
|
-$60.6万
|
-14,745
|
-4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1276万
|
+$84.5万
|
+20,571
|
+7%
|
|
|
16
|
Wade Financial Advisory
Campbell,
California
|
$892万
|
-$75.7万
|
-18,440
|
-7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$850万
|
-$8.1万
|
-1,971
|
-0.9%
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$821万
|
+$536万
|
+130,534
|
+152%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$809万
|
+$452
|
+11
|
+0%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$759万
|
+$21.7万
|
+5,281
|
+3%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$756万
|
+$21.4万
|
+5,200
|
+3%
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
$734万
|
-$5.92万
|
-1,441
|
-0.7%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
$717万
|
+$32.9万
|
+8,013
|
+5%
|
|
|
24
|
Forte Asset Management
Bedford,
New York
|
$679万
|
+$735万
|
+179,038
|
新規
|
|
|
25
|
Cerity Partners OCIO
New York
|
$675万
|
-$7.61万
|
-1,852
|
-1%
|
|
