|
1
|
Strategic Financial Services
Utica,
New York
|
$189M
|
-$1.47M
|
-32,683
|
-0.7%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$87.8M
|
-$1.25M
|
-27,949
|
-1%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$73.8M
|
+$4.33M
|
+96,629
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$69.8M
|
-$4.39M
|
-97,906
|
-6%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$58.9M
|
+$2.07M
|
+46,214
|
+4%
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$53.5M
|
+$30.4M
|
+677,624
|
+122%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$52.4M
|
+$10.4M
|
+232,856
|
+24%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$46.5M
|
-$198K
|
-4,406
|
-0.4%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$36.9M
|
-$2.99M
|
-66,709
|
-7%
|
|
|
10
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$33.7M
|
-$1.04M
|
-23,122
|
-3%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.2M
|
+$29.5M
|
+657,494
|
+1,620%
|
|
|
12
|
|
$26.5M
|
-$489K
|
-10,915
|
-2%
|
|
|
13
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$24.5M
|
+$702K
|
+15,660
|
+3%
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
$23.8M
|
+$138K
|
+3,072
|
+0.6%
|
|
|
15
|
|
$21.5M
|
-$333K
|
-7,425
|
-1%
|
|
|
16
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$21.1M
|
+$5.61M
|
+125,157
|
+35%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
-$293K
|
-6,539
|
-1%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.2M
|
+$18.9M
|
+421,234
|
New
|
|
|
19
|
Cora Capital Advisors
Marlton,
New Jersey
|
$17.5M
|
+$996K
|
+22,219
|
+6%
|
|
|
20
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$17.4M
|
-$73.9K
|
-1,648
|
-0.4%
|
|
|
21
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$17.2M
|
–
|
–
|
–
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$15.4M
|
+$253K
|
+5,632
|
+2%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.8M
|
-$7.13M
|
-158,910
|
-33%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$3.84M
|
-85,629
|
-26%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$9.99M
|
-$36.5K
|
-815
|
-0.4%
|
|
