|
1
|
Strategic Financial Services
Utica,
New York
|
$179M
|
+$5.7M
|
+138,715
|
+3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$75.1M
|
-$702K
|
-17,100
|
-0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$62.1M
|
-$1.9M
|
-46,253
|
-3%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$46.9M
|
-$6.78M
|
-165,041
|
-12%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$39.5M
|
+$42.8M
|
+1,042,206
|
New
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$38.8M
|
-$1.83M
|
-44,624
|
-4%
|
|
|
7
|
|
$35.8M
|
-$9.25M
|
-225,243
|
-19%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$34.3M
|
-$5.55M
|
-135,123
|
-13%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$25.5M
|
-$573K
|
-13,947
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
-$34.3M
|
-835,983
|
-58%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$7.14M
|
+173,760
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
-$178K
|
-4,333
|
-0.9%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
$15.8M
|
+$1.93M
|
+47,100
|
+13%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$14.3M
|
-$606K
|
-14,745
|
-4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8M
|
+$845K
|
+20,571
|
+7%
|
|
|
16
|
Wade Financial Advisory
Campbell,
California
|
$8.92M
|
-$757K
|
-18,440
|
-7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$8.5M
|
-$81K
|
-1,971
|
-0.9%
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.21M
|
+$5.36M
|
+130,534
|
+152%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$8.09M
|
+$452
|
+11
|
+0%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$7.59M
|
+$217K
|
+5,281
|
+3%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$7.56M
|
+$214K
|
+5,200
|
+3%
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
$7.33M
|
-$59.2K
|
-1,441
|
-0.7%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
$7.17M
|
+$329K
|
+8,013
|
+5%
|
|
|
24
|
Forte Asset Management
Bedford,
New York
|
$6.79M
|
+$7.35M
|
+179,038
|
New
|
|
|
25
|
Cerity Partners OCIO
New York
|
$6.75M
|
-$76.1K
|
-1,852
|
-1%
|
|
