|
1
|
Strategic Financial Services
Utica,
New York
|
$181M
|
+$11.3M
|
+287,905
|
+7%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$78.4M
|
+$1.22M
|
+31,307
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$63.6M
|
-$2.14M
|
-54,688
|
-3%
|
|
|
4
|
Stokes Family Office
New Orleans,
Louisiana
|
$57.5M
|
+$11.9M
|
+305,252
|
+26%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$47.3M
|
+$2.75M
|
+70,234
|
+6%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$43.5M
|
+$1.11M
|
+28,484
|
+3%
|
|
|
7
|
|
$41.6M
|
+$4.81M
|
+123,057
|
+13%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$39.7M
|
-$6.16M
|
-157,526
|
-13%
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$33.8M
|
+$33.9M
|
+867,182
|
New
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$22M
|
-$3.76M
|
-96,138
|
-15%
|
|
|
11
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$21.4M
|
+$21.5M
|
+549,355
|
New
|
|
|
12
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$20.4M
|
+$20.5M
|
+523,862
|
New
|
|
|
13
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$20.4M
|
+$20.5M
|
+523,862
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
-$1.11M
|
-28,274
|
-6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
+$346K
|
+8,834
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
-$3.24M
|
-82,922
|
-15%
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
$17.4M
|
+$17.5M
|
+446,223
|
New
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$14.4M
|
-$665K
|
-17,004
|
-4%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$14M
|
-$976K
|
-24,957
|
-6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
+$432K
|
+11,036
|
+3%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$12.7M
|
+$12.8M
|
+326,097
|
New
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$9.35M
|
+$279K
|
+7,130
|
+3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$8.88M
|
+$117K
|
+2,988
|
+1%
|
|
|
24
|
HB Wealth Management
Atlanta,
Georgia
|
$8.1M
|
-$135K
|
-3,459
|
-2%
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$7.96M
|
-$43.9K
|
-1,123
|
-0.5%
|
|
