|
1
|
Strategic Financial Services
Utica,
New York
|
$190M
|
-$3.01M
|
-74,060
|
-2%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$84M
|
+$723K
|
+17,770
|
+0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$70.7M
|
+$3.08M
|
+75,744
|
+5%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$51.7M
|
+$37.4M
|
+920,530
|
+282%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$50.8M
|
+$590K
|
+14,508
|
+1%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$45.5M
|
-$627K
|
-15,413
|
-1%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$41M
|
-$1.12M
|
-27,474
|
-3%
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$40.9M
|
-$19.8M
|
-486,551
|
-33%
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$33.6M
|
-$2.31M
|
-56,750
|
-7%
|
|
|
10
|
|
$27.8M
|
-$16.1M
|
-394,935
|
-37%
|
|
|
11
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$23.4M
|
+$1.65M
|
+40,660
|
+8%
|
|
|
12
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$23.4M
|
+$1.65M
|
+40,660
|
+8%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$22.6M
|
-$771K
|
-18,969
|
-3%
|
|
|
14
|
|
$21M
|
+$17.1M
|
+421,130
|
+494%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
-$211K
|
-5,193
|
-1%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$19.1M
|
+$18.7M
|
+460,434
|
New
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
$17.7M
|
-$789K
|
-19,406
|
-4%
|
|
|
18
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$17.1M
|
+$16.8M
|
+412,825
|
New
|
|
|
19
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$15.3M
|
-$7.35M
|
-180,725
|
-33%
|
|
|
20
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$15M
|
-$318K
|
-7,827
|
-2%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$14.7M
|
-$156K
|
-3,840
|
-1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
-$640K
|
-15,737
|
-5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
-$8.3M
|
-204,038
|
-45%
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$9.78M
|
-$155K
|
-3,819
|
-2%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$9.25M
|
-$181K
|
-4,438
|
-2%
|
|
