|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$340M
|
+$34.6M
|
+3,923,790
|
+12%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$235M
|
+$1.37M
|
+156,072
|
+0.6%
|
|
|
3
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$139M
|
-$24.5M
|
-2,778,420
|
-15%
|
|
|
4
|
|
$132M
|
+$13.8M
|
+1,570,674
|
+12%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$115M
|
+$4.84M
|
+549,078
|
+5%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$90.3M
|
+$10M
|
+1,139,046
|
+13%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$69.9M
|
-$34.3K
|
-3,894
|
-0.1%
|
|
|
8
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$53.4M
|
+$22M
|
+2,499,534
|
+73%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.8M
|
+$11.6M
|
+1,319,742
|
+30%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$48.9M
|
+$800K
|
+90,792
|
+2%
|
|
|
11
|
Agilis Partners
Waltham,
Massachusetts
|
$48.1M
|
-$26.3M
|
-2,984,382
|
-36%
|
|
|
12
|
Brouwer & Janachowski
Mill Valley,
California
|
$44.9M
|
-$15.2M
|
-1,726,350
|
-26%
|
|
|
13
|
Accredited Investors
Edina,
Minnesota
|
$43.9M
|
+$1.43M
|
+162,858
|
+3%
|
|
|
14
|
Planning Alternatives
Birmingham,
Michigan
|
$43M
|
-$865K
|
-98,208
|
-2%
|
|
|
15
|
Total Investment Management
Scottsdale,
Arizona
|
$41.5M
|
+$40.5M
|
+4,592,370
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
-$114K
|
-12,906
|
-0.3%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$35M
|
-$2.14M
|
-243,408
|
-6%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$34.7M
|
+$172K
|
+19,494
|
+0.5%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$32.6M
|
+$31.8M
|
+3,610,626
|
New
|
|
|
20
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$31.8M
|
–
|
–
|
–
|
|
|
21
|
Strid Group
Newtown Square,
Pennsylvania
|
$26.6M
|
+$1.36M
|
+154,020
|
+6%
|
|
|
22
|
Circle Wealth Management
Summit,
New Jersey
|
$24.6M
|
+$24M
|
+2,719,050
|
New
|
|
|
23
|
Homrich & Berg
Atlanta,
Georgia
|
$24.3M
|
+$2.54M
|
+288,642
|
+12%
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$24M
|
+$23.4M
|
+2,652,570
|
New
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$21.1M
|
+$2.17M
|
+245,940
|
+12%
|
|
