|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$180M
|
+$181M
|
+21,985,506
|
New
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$116M
|
+$19.9M
|
+2,418,528
|
+20%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$66M
|
-$3M
|
-363,246
|
-4%
|
|
|
4
|
|
$62.2M
|
+$10.3M
|
+1,244,310
|
+20%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$54.1M
|
+$7.64M
|
+925,794
|
+16%
|
|
|
6
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$53.6M
|
+$27.6M
|
+3,348,168
|
+104%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$49.7M
|
+$8.17M
|
+990,960
|
+19%
|
|
|
8
|
Agilis Partners
Waltham,
Massachusetts
|
$46.4M
|
+$7.84M
|
+950,040
|
+20%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$41M
|
-$3.27M
|
-396,882
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.3M
|
+$23.7M
|
+2,877,552
|
+140%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$38.1M
|
+$3.35M
|
+406,092
|
+10%
|
|
|
12
|
Destination Wealth Management
Walnut Creek,
California
|
$35.8M
|
-$8.64M
|
-1,047,360
|
-19%
|
|
|
13
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$32.6M
|
+$809K
|
+98,112
|
+3%
|
|
|
14
|
Apriem Advisors
Irvine,
California
|
$28.4M
|
+$26.9M
|
+3,266,040
|
+1,589%
|
|
|
15
|
Brouwer & Janachowski
Mill Valley,
California
|
$27.3M
|
+$3.27M
|
+396,630
|
+13%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$26.5M
|
+$5.61M
|
+679,836
|
+26%
|
|
|
17
|
HT Partners
Centerbrook,
Connecticut
|
$26.5M
|
+$377K
|
+45,720
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
-$2.31M
|
-279,966
|
-8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$23.9M
|
+$22.4M
|
+2,719,902
|
+1,310%
|
|
|
20
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$23.4M
|
+$23.6M
|
+2,856,888
|
+60,811%
|
|
|
21
|
Financial Consulate
Hunt Valley,
Maryland
|
$21.5M
|
+$11.9M
|
+1,437,402
|
+121%
|
|
|
22
|
Homrich & Berg
Atlanta,
Georgia
|
$18.6M
|
+$2.63M
|
+318,408
|
+16%
|
|
|
23
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$17.3M
|
+$414K
|
+50,184
|
+2%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$13.1M
|
+1,588,158
|
+301%
|
|
|
25
|
Gateway Advisory
Westfield,
New Jersey
|
$16.9M
|
-$279K
|
-33,876
|
-2%
|
|
