|
1
|
Strategic Financial Services
Utica,
New York
|
$187M
|
-$6.01M
|
-137,460
|
-3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$80.2M
|
+$83.2M
|
+1,902,143
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$60.6M
|
+$40.5M
|
+926,705
|
+181%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$59.4M
|
-$7.99M
|
-182,692
|
-11%
|
|
|
5
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$54.8M
|
+$12.2M
|
+279,785
|
+27%
|
|
|
6
|
|
$52.4M
|
+$2M
|
+45,654
|
+4%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$43M
|
-$1.96M
|
-44,764
|
-4%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$34.6M
|
+$5.28M
|
+120,674
|
+17%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$33.3M
|
-$1.16M
|
-26,535
|
-3%
|
|
|
10
|
|
$23.3M
|
-$584K
|
-13,360
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
+$21.3M
|
+487,290
|
+909%
|
|
|
12
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$16.3M
|
-$167K
|
-3,827
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
-$223K
|
-5,102
|
-2%
|
|
|
14
|
First Ascent Asset Management
Denver,
Colorado
|
$10.1M
|
+$1.35M
|
+30,781
|
+15%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.58M
|
+$32.9K
|
+753
|
+0.3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$9.4M
|
+$120K
|
+2,747
|
+1%
|
|
|
17
|
Homrich & Berg
Atlanta,
Georgia
|
$9.36M
|
-$198K
|
-4,532
|
-2%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$9.07M
|
+$48K
|
+1,098
|
+0.5%
|
|
|
19
|
Wade Financial Advisory
Campbell,
California
|
$8.66M
|
-$767K
|
-17,529
|
-8%
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$8.34M
|
+$21.2K
|
+485
|
+0.2%
|
|
|
21
|
Family Capital Trust
Peabody,
Massachusetts
|
$8.22M
|
-$23.7K
|
-541
|
-0.3%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$7.59M
|
-$137K
|
-3,127
|
-2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7.58M
|
-$412K
|
-9,414
|
-5%
|
|
|
24
|
|
$7.41M
|
-$737K
|
-16,853
|
-9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.35M
|
-$248K
|
-5,659
|
-3%
|
|
