|
1
|
Strategic Financial Services
Utica,
New York
|
$263M
|
+$5.37M
|
+78,249
|
+2%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$239M
|
+$4.6M
|
+67,011
|
+2%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$191M
|
+$24.9M
|
+362,397
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$190M
|
+$19.1M
|
+277,552
|
+11%
|
|
|
5
|
Tolleson Wealth Management
Dallas,
Texas
|
$154M
|
-$705K
|
-10,267
|
-0.4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$136M
|
+$7.92M
|
+115,280
|
+6%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$89.9M
|
+$93.5M
|
+1,361,862
|
New
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$76.8M
|
-$3.64M
|
-53,027
|
-4%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$74.5M
|
+$4.15M
|
+60,478
|
+6%
|
|
|
10
|
Modern Wealth Management
Lenexa,
Kansas
|
$69.8M
|
+$13.4M
|
+194,532
|
+23%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$63.6M
|
+$27.1M
|
+394,925
|
+69%
|
|
|
12
|
Atomi Financial Group
New York
|
$51.4M
|
-$1.33M
|
-19,399
|
-2%
|
|
|
13
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$48.3M
|
-$638K
|
-9,298
|
-1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$46.5M
|
-$3.41M
|
-49,614
|
-7%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$44.6M
|
+$31.8M
|
+463,093
|
+217%
|
|
|
16
|
|
$44.2M
|
-$24.5M
|
-356,404
|
-34%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
+$3.88M
|
+56,532
|
+9%
|
|
|
18
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$35.2M
|
+$12.1M
|
+175,597
|
+49%
|
|
|
19
|
|
$35.1M
|
-$4.55M
|
-66,242
|
-11%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.8M
|
-$365K
|
-5,322
|
-1%
|
|
|
21
|
Cora Capital Advisors
Marlton,
New Jersey
|
$31.3M
|
-$2.97M
|
-43,183
|
-8%
|
|
|
22
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$27.5M
|
-$4.75M
|
-69,123
|
-14%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.4M
|
-$10.6M
|
-153,841
|
-28%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$24.9M
|
-$300K
|
-4,364
|
-1%
|
|
|
25
|
Acropolis Investment Management
St. Louis,
Missouri
|
$23.6M
|
+$3.1M
|
+45,193
|
+14%
|
|
