|
1
|
Strategic Financial Services
Utica,
New York
|
$263M
|
-$875K
|
-13,172
|
-0.3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$241M
|
+$5.4M
|
+81,184
|
+2%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$172M
|
+$33.9M
|
+509,729
|
+26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$167M
|
+$28.6M
|
+429,901
|
+22%
|
|
|
5
|
Tolleson Wealth Management
Dallas,
Texas
|
$153M
|
+$8.03M
|
+120,841
|
+6%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$125M
|
+$4.25M
|
+63,979
|
+4%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$97.2M
|
-$3.74M
|
-56,297
|
-4%
|
|
|
8
|
|
$74.2M
|
-$3.78M
|
-56,913
|
-5%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$73.7M
|
-$3.08M
|
-46,336
|
-4%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$73.4M
|
-$278K
|
-4,189
|
-0.4%
|
|
|
11
|
Atomi Financial Group
New York
|
$55.4M
|
+$4.62M
|
+69,481
|
+9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$53.7M
|
+$24.7K
|
+372
|
+0%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$53M
|
-$234K
|
-3,528
|
-0.5%
|
|
|
14
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$49.4M
|
+$1.67M
|
+25,142
|
+4%
|
|
|
15
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$48.8M
|
+$13.2M
|
+197,867
|
+39%
|
|
|
16
|
Affinity Wealth Management
Wilmington,
Delaware
|
$45.1M
|
+$190K
|
+2,857
|
+0.4%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$44.8M
|
+$22.7M
|
+341,720
|
+111%
|
|
|
18
|
|
$41.4M
|
-$1.55M
|
-23,388
|
-4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$38M
|
+$3.59M
|
+54,041
|
+11%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.6M
|
-$1.43M
|
-21,446
|
-4%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37.2M
|
-$229K
|
-3,439
|
-0.6%
|
|
|
22
|
Kestra Investment Management
Austin,
Texas
|
$36.4M
|
+$3.21M
|
+48,264
|
+10%
|
|
|
23
|
Cora Capital Advisors
Marlton,
New Jersey
|
$34.3M
|
+$795K
|
+11,955
|
+2%
|
|
|
24
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$32.8M
|
+$2.1M
|
+31,591
|
+7%
|
|
|
25
|
DDFG Inc
Thousand Oaks,
California
|
$24.7M
|
+$9.23M
|
+138,925
|
+63%
|
|
