|
1
|
Strategic Financial Services
Utica,
New York
|
$204M
|
+$7.93M
|
+180,674
|
+4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$88.9M
|
+$1.15M
|
+26,171
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$75M
|
+$8.62M
|
+196,381
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$64.1M
|
-$2.25M
|
-51,353
|
-3%
|
|
|
5
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$62.4M
|
+$2.87M
|
+65,394
|
+5%
|
|
|
6
|
|
$52M
|
-$3.68M
|
-83,792
|
-7%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$47.5M
|
+$795K
|
+18,102
|
+2%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$46.2M
|
+$3.78M
|
+86,069
|
+9%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$30.5M
|
-$781K
|
-17,783
|
-3%
|
|
|
10
|
Affinity Wealth Management
Wilmington,
Delaware
|
$23.4M
|
+$23.2M
|
+527,858
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.6M
|
-$969K
|
-22,070
|
-4%
|
|
|
12
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$17.5M
|
+$30.6K
|
+696
|
+0.2%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
$16.4M
|
+$2.95M
|
+67,111
|
+22%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$8.37M
|
+190,664
|
+107%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$11.3M
|
+$2.2M
|
+49,987
|
+25%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
-$371K
|
-8,441
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.95M
|
-$137K
|
-3,113
|
-1%
|
|
|
18
|
HB Wealth Management
Atlanta,
Georgia
|
$9.5M
|
-$101K
|
-2,310
|
-1%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$8.68M
|
-$261K
|
-5,942
|
-3%
|
|
|
20
|
Family Capital Trust
Peabody,
Massachusetts
|
$8.67M
|
+$25.7K
|
+585
|
+0.3%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$8.65M
|
-$85.1K
|
-1,937
|
-1%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$8.44M
|
+$8.33M
|
+189,730
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$8.33M
|
+$1.07M
|
+24,265
|
+15%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.13M
|
+$126K
|
+2,864
|
+2%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$8M
|
+$63.9K
|
+1,456
|
+0.8%
|
|
