|
1
|
Strategic Financial Services
Utica,
New York
|
$204M
|
-$5.55M
|
-123,205
|
-3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$98.1M
|
+$177K
|
+3,924
|
+0.2%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$90.6M
|
+$8.13M
|
+180,493
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$80.8M
|
+$2.82M
|
+62,678
|
+4%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$69.5M
|
+$3.56M
|
+79,009
|
+6%
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$65.5M
|
+$5.53M
|
+122,692
|
+10%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$62.9M
|
+$4.21M
|
+93,570
|
+8%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$55.5M
|
+$20.3M
|
+450,980
|
+65%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$51.7M
|
-$90.7K
|
-2,014
|
-0.2%
|
|
|
10
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$36.7M
|
-$779K
|
-17,303
|
-2%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$32.4M
|
-$8.21M
|
-182,258
|
-21%
|
|
|
12
|
|
$28.9M
|
+$4.6M
|
+102,052
|
+21%
|
|
|
13
|
|
$28.2M
|
-$1.26M
|
-28,047
|
-5%
|
|
|
14
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$27.5M
|
+$308K
|
+6,840
|
+1%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$25.6M
|
+$23.8M
|
+529,175
|
New
|
|
|
16
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$22M
|
+$4.53M
|
+100,487
|
+28%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
-$442K
|
-9,805
|
-2%
|
|
|
18
|
Cora Capital Advisors
Marlton,
New Jersey
|
$21.4M
|
+$1.74M
|
+38,635
|
+10%
|
|
|
19
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$21.1M
|
+$1.52M
|
+33,818
|
+8%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.4M
|
-$917K
|
-20,356
|
-5%
|
|
|
21
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$17.5M
|
-$1.06M
|
-23,521
|
-6%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17M
|
+$1.47M
|
+32,615
|
+10%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$400K
|
-8,876
|
-4%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$11M
|
-$166K
|
-3,690
|
-2%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$10.7M
|
+$469K
|
+10,420
|
+5%
|
|
