|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$295M
|
+$47.9M
|
+5,517,858
|
+20%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$226M
|
+$41.9M
|
+4,824,456
|
+23%
|
|
|
3
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$159M
|
+$25.9M
|
+2,986,200
|
+20%
|
|
|
4
|
|
$113M
|
+$5.79M
|
+666,780
|
+5%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$106M
|
+$36.2M
|
+4,173,336
|
+52%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$77.3M
|
-$2.46M
|
-283,416
|
-3%
|
|
|
7
|
Agilis Partners
Waltham,
Massachusetts
|
$72.5M
|
+$19.2M
|
+2,206,980
|
+36%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$67.5M
|
+$5.27M
|
+607,536
|
+9%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$58.4M
|
+$3.46M
|
+398,874
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$46.4M
|
+$1.46M
|
+168,642
|
+3%
|
|
|
11
|
Planning Alternatives
Birmingham,
Michigan
|
$42.4M
|
-$1.21M
|
-139,254
|
-3%
|
|
|
12
|
Accredited Investors
Edina,
Minnesota
|
$41M
|
+$2.67M
|
+306,984
|
+7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.5M
|
-$2.77M
|
-319,314
|
-7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
+$28.9M
|
+3,333,156
|
+412%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$35.9M
|
-$574K
|
-66,156
|
-2%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$33.3M
|
+$33.2M
|
+3,823,944
|
New
|
|
|
17
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$31.8M
|
+$674K
|
+77,628
|
+2%
|
|
|
18
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$29.8M
|
-$102K
|
-11,772
|
-0.3%
|
|
|
19
|
Strid Group
Newtown Square,
Pennsylvania
|
$24.3M
|
+$24.2M
|
+2,786,784
|
New
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$20.9M
|
+$417K
|
+47,988
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
-$634K
|
-73,056
|
-3%
|
|
|
22
|
Brown Advisory
Baltimore,
Maryland
|
$18.3M
|
+$1.64M
|
+188,970
|
+10%
|
|
|
23
|
Kays Financial Advisory
Atlanta,
Georgia
|
$17.9M
|
+$655K
|
+75,474
|
+4%
|
|
|
24
|
North Star Asset Management
Neenah,
Wisconsin
|
$16.4M
|
+$13.6K
|
+1,572
|
+0.1%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.7M
|
+$2.83M
|
+326,526
|
+22%
|
|
