|
1
|
Strategic Financial Services
Utica,
New York
|
$216M
|
+$2.66M
|
+43,596
|
+1%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$196M
|
+$2.51M
|
+41,212
|
+1%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$114M
|
+$206K
|
+3,374
|
+0.2%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$109M
|
+$2.84M
|
+46,567
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$109M
|
+$1.76M
|
+28,883
|
+2%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$92.3M
|
+$4.75M
|
+78,002
|
+5%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$88.1M
|
-$1.13M
|
-18,476
|
-1%
|
|
|
8
|
|
$71.8M
|
-$16.6M
|
-273,071
|
-18%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$64.4M
|
+$346K
|
+5,668
|
+0.5%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$61.4M
|
+$1.59M
|
+26,155
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$43.6M
|
+$41.5M
|
+680,613
|
+931%
|
|
|
12
|
Atomi Financial Group
New York
|
$40.4M
|
+$4.69M
|
+76,951
|
+12%
|
|
|
13
|
|
$39.7M
|
+$1.07M
|
+17,566
|
+3%
|
|
|
14
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$39.4M
|
+$357K
|
+5,852
|
+0.9%
|
|
|
15
|
Affinity Wealth Management
Wilmington,
Delaware
|
$37.8M
|
+$8.34M
|
+136,793
|
+26%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.1M
|
+$339K
|
+5,555
|
+1%
|
|
|
17
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$28.3M
|
+$5.9M
|
+96,754
|
+25%
|
|
|
18
|
Cora Capital Advisors
Marlton,
New Jersey
|
$27.9M
|
+$1.19M
|
+19,597
|
+4%
|
|
|
19
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$26.3M
|
+$269K
|
+4,405
|
+1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$2.12M
|
+34,818
|
+8%
|
|
|
21
|
Kestra Investment Management
Austin,
Texas
|
$25.3M
|
+$1.92M
|
+31,427
|
+8%
|
|
|
22
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$23.8M
|
+$519K
|
+8,520
|
+2%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$22.5M
|
-$1.77M
|
-29,100
|
-7%
|
|
|
24
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$19.5M
|
-$63.6K
|
-1,043
|
-0.3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
-$3.93M
|
-64,429
|
-17%
|
|
