|
1
|
Strategic Financial Services
Utica,
New York
|
$222M
|
-$31.2M
|
-513,639
|
-12%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$202M
|
+$4.83M
|
+79,445
|
+2%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$120M
|
-$153K
|
-2,526
|
-0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$112M
|
+$3.47M
|
+57,157
|
+3%
|
|
|
5
|
Tolleson Wealth Management
Dallas,
Texas
|
$111M
|
-$6.99M
|
-115,111
|
-6%
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$92.9M
|
+$851K
|
+14,009
|
+0.9%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$91.5M
|
-$299K
|
-4,924
|
-0.3%
|
|
|
8
|
|
$91.4M
|
+$51.7M
|
+851,586
|
+129%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$66.8M
|
+$22.9M
|
+376,160
|
+51%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$62.4M
|
+$166K
|
+2,727
|
+0.3%
|
|
|
11
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$40.7M
|
+$2.57M
|
+42,378
|
+7%
|
|
|
12
|
|
$40.4M
|
+$9.93M
|
+163,450
|
+32%
|
|
|
13
|
Atomi Financial Group
New York
|
$37.4M
|
+$8.37M
|
+137,733
|
+29%
|
|
|
14
|
Affinity Wealth Management
Wilmington,
Delaware
|
$31.2M
|
+$27K
|
+445
|
+0.1%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31M
|
-$115K
|
-1,890
|
-0.4%
|
|
|
16
|
Cora Capital Advisors
Marlton,
New Jersey
|
$28M
|
+$217K
|
+3,569
|
+0.8%
|
|
|
17
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$27.2M
|
-$372K
|
-6,125
|
-1%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$25.2M
|
-$5.01M
|
-82,499
|
-16%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
+$1.86M
|
+30,585
|
+8%
|
|
|
20
|
Kestra Investment Management
Austin,
Texas
|
$24.5M
|
+$1.83M
|
+30,143
|
+8%
|
|
|
21
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$24.3M
|
-$440K
|
-7,238
|
-2%
|
|
|
22
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$24.3M
|
-$1.98M
|
-32,618
|
-7%
|
|
|
23
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$23.7M
|
+$839K
|
+13,809
|
+4%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
-$114K
|
-1,880
|
-0.5%
|
|
|
25
|
Stokes Family Office
New Orleans,
Louisiana
|
$21.3M
|
-$3.32M
|
-54,734
|
-13%
|
|
