|
1
|
Strategic Financial Services
Utica,
New York
|
$273M
|
+$7.24M
|
+104,578
|
+3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$247M
|
+$5.31M
|
+76,631
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$181M
|
+$12.5M
|
+180,954
|
+7%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$176M
|
+$2.84M
|
+40,949
|
+2%
|
|
|
5
|
Tolleson Wealth Management
Dallas,
Texas
|
$163M
|
+$8.71M
|
+125,766
|
+6%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$129M
|
+$4.03M
|
+58,185
|
+3%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$85.3M
|
-$13.2M
|
-190,393
|
-14%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$74.1M
|
+$349K
|
+5,043
|
+0.5%
|
|
|
9
|
|
$72.6M
|
-$1.98M
|
-28,556
|
-3%
|
|
|
10
|
Modern Wealth Management
Lenexa,
Kansas
|
$59.5M
|
+$14.4M
|
+207,882
|
+32%
|
|
|
11
|
Atomi Financial Group
New York
|
$55.4M
|
-$267K
|
-3,860
|
-0.5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$52.4M
|
-$1.53M
|
-22,072
|
-3%
|
|
|
13
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$51.5M
|
+$1.28M
|
+18,431
|
+3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
-$2.45M
|
-35,373
|
-5%
|
|
|
15
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$50.6M
|
+$1.55M
|
+22,379
|
+3%
|
|
|
16
|
Affinity Wealth Management
Wilmington,
Delaware
|
$45.5M
|
+$139K
|
+2,011
|
+0.3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.8M
|
+$3.6M
|
+51,964
|
+9%
|
|
|
18
|
|
$41.5M
|
-$92.9K
|
-1,341
|
-0.2%
|
|
|
19
|
Kestra Investment Management
Austin,
Texas
|
$39.5M
|
+$2.97M
|
+42,902
|
+8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.4M
|
-$577K
|
-8,336
|
-1%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37M
|
-$352K
|
-5,080
|
-0.9%
|
|
|
22
|
Cora Capital Advisors
Marlton,
New Jersey
|
$36M
|
+$1.44M
|
+20,812
|
+4%
|
|
|
23
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$33.7M
|
+$736K
|
+10,630
|
+2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$26.4M
|
+$3.46M
|
+49,921
|
+15%
|
|
|
25
|
DDFG Inc
Thousand Oaks,
California
|
$25.3M
|
+$497K
|
+7,181
|
+2%
|
|
