|
1
|
Strategic Financial Services
Utica,
New York
|
$247M
|
-$5.21M
|
-92,111
|
-2%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$192M
|
+$3.49M
|
+61,704
|
+2%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$116M
|
-$3.66M
|
-64,721
|
-3%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$115M
|
-$4.33M
|
-76,453
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$105M
|
-$3.11M
|
-54,916
|
-3%
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$89.7M
|
+$3.27M
|
+57,794
|
+4%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$89.4M
|
+$1.67M
|
+29,425
|
+2%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$60.7M
|
+$1.01M
|
+17,856
|
+2%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$43M
|
+$6.69M
|
+118,245
|
+19%
|
|
|
10
|
|
$38.9M
|
+$1.59M
|
+28,119
|
+4%
|
|
|
11
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$37.2M
|
+$1.17M
|
+20,633
|
+3%
|
|
|
12
|
Affinity Wealth Management
Wilmington,
Delaware
|
$30.4M
|
+$29.2M
|
+516,437
|
New
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.3M
|
-$730K
|
-12,893
|
-2%
|
|
|
14
|
|
$29.7M
|
-$3.87M
|
-68,307
|
-12%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.4M
|
-$1.93M
|
-34,141
|
-6%
|
|
|
16
|
Atomi Financial Group
New York
|
$28.4M
|
+$9.47M
|
+167,313
|
+53%
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
$27M
|
-$270K
|
-4,765
|
-1%
|
|
|
18
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$26.8M
|
+$296K
|
+5,233
|
+1%
|
|
|
19
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$25.6M
|
-$84.1K
|
-1,486
|
-0.3%
|
|
|
20
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$24.1M
|
-$325K
|
-5,738
|
-1%
|
|
|
21
|
Stokes Family Office
New Orleans,
Louisiana
|
$23.9M
|
-$9.05M
|
-159,943
|
-28%
|
|
|
22
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$23.3M
|
-$1.91M
|
-33,697
|
-8%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
+$2.02M
|
+35,675
|
+10%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
-$514K
|
-9,079
|
-2%
|
|
|
25
|
Kestra Investment Management
Austin,
Texas
|
$22M
|
+$12.9M
|
+228,191
|
+155%
|
|
