|
1
|
Strategic Financial Services
Utica,
New York
|
$158M
|
-$14.8M
|
-367,964
|
-8%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$72.7M
|
-$128K
|
-3,188
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$61M
|
+$1.81M
|
+45,224
|
+3%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$42.5M
|
-$2.5M
|
-62,209
|
-5%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
$42.3M
|
+$5.09M
|
+126,816
|
+12%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$41.4M
|
+$9.54M
|
+237,662
|
+26%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$39.3M
|
+$2.53M
|
+63,133
|
+6%
|
|
|
8
|
|
$34.2M
|
-$68.8K
|
-1,714
|
-0.2%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$23.9M
|
-$490K
|
-12,204
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
-$247K
|
-6,161
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
-$3.66M
|
-91,244
|
-15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
-$1.65M
|
-41,056
|
-8%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
$15.7M
|
+$672K
|
+16,739
|
+4%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$14M
|
+$351K
|
+8,753
|
+2%
|
|
|
15
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.9M
|
+$6.73M
|
+167,743
|
+77%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.2M
|
+$44.8K
|
+1,116
|
+0.3%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$9.47M
|
+$10.5M
|
+261,467
|
New
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$8.43M
|
-$112K
|
-2,787
|
-1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$8.13M
|
+$18.5K
|
+461
|
+0.2%
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
$7.65M
|
-$99.3K
|
-2,474
|
-1%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$7.43M
|
+$224K
|
+5,583
|
+3%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$7.1M
|
-$177K
|
-4,416
|
-2%
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
$6.9M
|
-$121K
|
-3,020
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.42M
|
+$115K
|
+2,864
|
+2%
|
|
|
25
|
Forte Asset Management
Bedford,
New York
|
$6.29M
|
-$216K
|
-5,379
|
-3%
|
|
