|
1
|
Strategic Financial Services
Utica,
New York
|
$205M
|
-$1.76M
|
-39,443
|
-0.9%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$91.9M
|
+$3.18M
|
+71,073
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.5M
|
+$3.65M
|
+81,619
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$69.4M
|
+$2.29M
|
+51,127
|
+4%
|
|
|
5
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$62.2M
|
+$1.63M
|
+36,360
|
+3%
|
|
|
6
|
|
$58.4M
|
+$495K
|
+11,075
|
+0.9%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$48.9M
|
+$1.26M
|
+28,075
|
+3%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$44.4M
|
+$5.95M
|
+132,904
|
+16%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$32.7M
|
-$3.85M
|
-86,055
|
-11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.7M
|
-$451K
|
-10,091
|
-2%
|
|
|
11
|
|
$22.5M
|
-$3.18M
|
-71,023
|
-13%
|
|
|
12
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$18.3M
|
+$302K
|
+6,743
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
+$140K
|
+3,123
|
+1%
|
|
|
14
|
First Ascent Asset Management
Denver,
Colorado
|
$14.1M
|
+$2.85M
|
+63,770
|
+27%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$520K
|
+11,613
|
+5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
-$17.3K
|
-387
|
-0.2%
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
$10.1M
|
+$9.66M
|
+215,874
|
New
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$9.49M
|
-$73K
|
-1,632
|
-0.8%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$9.36M
|
-$632K
|
-14,122
|
-7%
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$9.14M
|
-$71.8K
|
-1,605
|
-0.8%
|
|
|
21
|
Family Capital Trust
Peabody,
Massachusetts
|
$9.05M
|
-$26.1K
|
-583
|
-0.3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.38M
|
+$245K
|
+5,479
|
+3%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$8.31M
|
-$75.7K
|
-1,692
|
-0.9%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$8.26M
|
-$102K
|
-2,279
|
-1%
|
|
|
25
|
|
$7.66M
|
-$509K
|
-11,368
|
-6%
|
|
