|
1
|
Strategic Financial Services
Utica,
New York
|
$197M
|
-$7.96M
|
-188,725
|
-4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$90.5M
|
+$1.12M
|
+26,489
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$76.1M
|
+$123K
|
+2,907
|
+0.2%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$71.3M
|
+$14.9M
|
+353,427
|
+28%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$58.5M
|
+$3.65M
|
+86,602
|
+7%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$48M
|
-$883K
|
-20,934
|
-2%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$43.5M
|
-$508K
|
-12,060
|
-1%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$41M
|
-$2.97M
|
-70,511
|
-7%
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$35.7M
|
-$391K
|
-9,265
|
-1%
|
|
|
10
|
|
$27.7M
|
-$2.05M
|
-48,626
|
-7%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$24.8M
|
+$22.8M
|
+540,929
|
+3,365%
|
|
|
12
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$24.4M
|
-$716K
|
-16,990
|
-3%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$24.3M
|
+$44.5K
|
+1,056
|
+0.2%
|
|
|
14
|
|
$22.5M
|
-$99.6K
|
-2,363
|
-0.5%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$21.3M
|
+$751K
|
+17,812
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$20.5M
|
-$788K
|
-18,684
|
-4%
|
|
|
17
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$18M
|
-$376K
|
-8,929
|
-2%
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$17.2M
|
+$981K
|
+23,277
|
+6%
|
|
|
19
|
Cora Capital Advisors
Marlton,
New Jersey
|
$17M
|
-$1.89M
|
-44,883
|
-11%
|
|
|
20
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$16.2M
|
-$248K
|
-5,880
|
-2%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$15.6M
|
-$241K
|
-5,713
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
+$146K
|
+3,452
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
-$202K
|
-4,786
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
+$347K
|
+8,240
|
+4%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$9.86M
|
-$614K
|
-14,569
|
-6%
|
|
