|
1
|
Strategic Financial Services
Utica,
New York
|
$245M
|
+$5.63M
|
+94,985
|
+3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$218M
|
+$649K
|
+10,936
|
+0.3%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$135M
|
+$12.8M
|
+215,653
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$128M
|
+$6.6M
|
+111,242
|
+6%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$126M
|
+$116K
|
+1,954
|
+0.1%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$112M
|
+$8.84M
|
+149,079
|
+9%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$93.8M
|
-$3.44M
|
-58,028
|
-4%
|
|
|
8
|
|
$72.6M
|
-$6.5M
|
-109,646
|
-9%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$71.4M
|
-$10.4K
|
-176
|
-0%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$68.4M
|
+$369K
|
+6,230
|
+0.6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$49.8M
|
+$1.33M
|
+22,464
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$49.4M
|
+$27.2M
|
+458,079
|
+147%
|
|
|
13
|
Atomi Financial Group
New York
|
$46.9M
|
+$2.05M
|
+34,496
|
+5%
|
|
|
14
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$44.7M
|
+$984K
|
+16,598
|
+2%
|
|
|
15
|
Affinity Wealth Management
Wilmington,
Delaware
|
$41.7M
|
-$194K
|
-3,268
|
-0.5%
|
|
|
16
|
|
$39.9M
|
-$3.81M
|
-64,218
|
-9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.4M
|
+$24.9M
|
+420,321
|
+258%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.7M
|
+$1.31M
|
+22,039
|
+4%
|
|
|
19
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$32.6M
|
+$1.11M
|
+18,635
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
+$2.65M
|
+44,685
|
+10%
|
|
|
21
|
Cora Capital Advisors
Marlton,
New Jersey
|
$31.1M
|
+$136K
|
+2,295
|
+0.5%
|
|
|
22
|
Kestra Investment Management
Austin,
Texas
|
$30.7M
|
+$2.46M
|
+41,426
|
+9%
|
|
|
23
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$28.4M
|
-$695K
|
-11,715
|
-3%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$24.3M
|
-$612K
|
-10,314
|
-3%
|
|
|
25
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$23.7M
|
-$2.49M
|
-42,063
|
-10%
|
|
