|
1
|
Strategic Financial Services
Utica,
New York
|
US$ 179 mi
|
+US$ 5,7 mi
|
+138.715
|
+3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
US$ 75,1 mi
|
-US$ 702 mil
|
-17.100
|
-0,9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$ 62,1 mi
|
-US$ 1,9 mi
|
-46.253
|
-3%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$ 46,9 mi
|
-US$ 6,78 mi
|
-165.041
|
-12%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
US$ 39,5 mi
|
+US$ 42,8 mi
|
+1.042.206
|
Nova
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$ 38,8 mi
|
-US$ 1,83 mi
|
-44.624
|
-4%
|
|
|
7
|
|
US$ 35,8 mi
|
-US$ 9,25 mi
|
-225.243
|
-19%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
US$ 34,3 mi
|
-US$ 5,55 mi
|
-135.123
|
-13%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
US$ 25,5 mi
|
-US$ 573 mil
|
-13.947
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$ 22,9 mi
|
-US$ 34,3 mi
|
-835.983
|
-58%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$ 20,5 mi
|
+US$ 7,14 mi
|
+173.760
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 19,1 mi
|
-US$ 178 mil
|
-4.333
|
-0,9%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
US$ 15,8 mi
|
+US$ 1,93 mi
|
+47.100
|
+13%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
US$ 14,3 mi
|
-US$ 606 mil
|
-14.745
|
-4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
US$ 12,8 mi
|
+US$ 845 mil
|
+20.571
|
+7%
|
|
|
16
|
Wade Financial Advisory
Campbell,
California
|
US$ 8,92 mi
|
-US$ 757 mil
|
-18.440
|
-7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
US$ 8,5 mi
|
-US$ 81 mil
|
-1.971
|
-0,9%
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$ 8,21 mi
|
+US$ 5,36 mi
|
+130.534
|
+152%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
US$ 8,09 mi
|
+US$ 452
|
+11
|
+0%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
US$ 7,59 mi
|
+US$ 217 mil
|
+5.281
|
+3%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
US$ 7,56 mi
|
+US$ 214 mil
|
+5.200
|
+3%
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
US$ 7,34 mi
|
-US$ 59,2 mil
|
-1.441
|
-0,7%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
US$ 7,17 mi
|
+US$ 329 mil
|
+8.013
|
+5%
|
|
|
24
|
Forte Asset Management
Bedford,
New York
|
US$ 6,79 mi
|
+US$ 7,35 mi
|
+179.038
|
Nova
|
|
|
25
|
Cerity Partners OCIO
New York
|
US$ 6,75 mi
|
-US$ 76,1 mil
|
-1.852
|
-1%
|
|
