|
1
|
Strategic Financial Services
Utica,
New York
|
$231M
|
+$3.7M
|
+72,773
|
+2%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$111M
|
+$9.23M
|
+181,588
|
+10%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$110M
|
+$806K
|
+15,855
|
+0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$95.5M
|
+$5.15M
|
+101,295
|
+6%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$78.5M
|
+$1.09M
|
+21,405
|
+1%
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$76.2M
|
+$2.96M
|
+58,172
|
+4%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$63.6M
|
+$1.69M
|
+33,247
|
+3%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$55.8M
|
-$1.73M
|
-33,951
|
-3%
|
|
|
9
|
Stokes Family Office
New Orleans,
Louisiana
|
$41.4M
|
-$27.1M
|
-533,455
|
-41%
|
|
|
10
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$34.9M
|
+$9.82M
|
+193,201
|
+42%
|
|
|
11
|
|
$34.3M
|
+$1.93M
|
+37,959
|
+6%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$32.1M
|
-$3.77M
|
-74,208
|
-11%
|
|
|
13
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$32.1M
|
+$1.3M
|
+25,600
|
+4%
|
|
|
14
|
|
$29.2M
|
-$2.12M
|
-41,810
|
-7%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$28.4M
|
-$37.3K
|
-733
|
-0.1%
|
|
|
16
|
Cora Capital Advisors
Marlton,
New Jersey
|
$24.7M
|
+$833K
|
+16,394
|
+4%
|
|
|
17
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$23.4M
|
-$16.6M
|
-326,762
|
-43%
|
|
|
18
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$23.3M
|
+$22M
|
+433,578
|
New
|
|
|
19
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$23.1M
|
-$313K
|
-6,161
|
-1%
|
|
|
20
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$21.9M
|
+$20.8M
|
+409,120
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
-$2.7M
|
-53,163
|
-12%
|
|
|
22
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$19.6M
|
+$101K
|
+1,988
|
+0.5%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.6M
|
-$1.87M
|
-36,818
|
-9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.1M
|
+$7.91M
|
+155,685
|
+86%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$15.4M
|
+303,147
|
+2,232%
|
|
