|
1
|
Strategic Financial Services
Utica,
New York
|
$239M
|
-$709K
|
-13,192
|
-0.3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$179M
|
+$137M
|
+2,559,279
|
+394%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$114M
|
-$305K
|
-5,682
|
-0.3%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$113M
|
-$1.59M
|
-29,694
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$103M
|
+$3.94M
|
+73,392
|
+4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$83.1M
|
+$1.7M
|
+31,625
|
+2%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$81.8M
|
+$2.82M
|
+52,591
|
+4%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$56.5M
|
-$1.26M
|
-23,549
|
-2%
|
|
|
9
|
|
$35.3M
|
-$115K
|
-2,133
|
-0.3%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.1M
|
-$30.6M
|
-569,418
|
-48%
|
|
|
11
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$34.1M
|
+$887K
|
+16,521
|
+3%
|
|
|
12
|
|
$32M
|
+$1.73M
|
+32,126
|
+6%
|
|
|
13
|
Stokes Family Office
New Orleans,
Louisiana
|
$31.6M
|
-$10.8M
|
-201,652
|
-26%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.8M
|
-$3.29M
|
-61,231
|
-10%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.4M
|
+$15.8K
|
+295
|
+0.1%
|
|
|
16
|
Cora Capital Advisors
Marlton,
New Jersey
|
$25.9M
|
+$280K
|
+5,222
|
+1%
|
|
|
17
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$25.1M
|
+$915K
|
+17,039
|
+4%
|
|
|
18
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$24.3M
|
+$167K
|
+3,100
|
+0.7%
|
|
|
19
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$23.4M
|
+$197K
|
+3,660
|
+0.9%
|
|
|
20
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$23.2M
|
-$754K
|
-14,041
|
-3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
-$212K
|
-3,946
|
-1%
|
|
|
22
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$20M
|
-$310K
|
-5,766
|
-2%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.6M
|
-$640K
|
-11,915
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$1.8M
|
+33,558
|
+11%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19M
|
+$302K
|
+5,614
|
+2%
|
|
