|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$418M
|
+$13.5M
|
+1,394,676
|
+3%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$352M
|
+$48.7M
|
+5,042,502
|
+16%
|
|
|
3
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$151M
|
-$5.77M
|
-597,600
|
-4%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$146M
|
+$9.66M
|
+999,972
|
+7%
|
|
|
5
|
|
$130M
|
-$3.39M
|
-351,084
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$124M
|
+$71.4M
|
+7,397,304
|
+138%
|
|
|
7
|
HT Partners
Centerbrook,
Connecticut
|
$98.8M
|
-$711K
|
-73,656
|
-0.7%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$76.2M
|
+$278K
|
+28,764
|
+0.4%
|
|
|
9
|
Agilis Partners
Waltham,
Massachusetts
|
$71.3M
|
+$24.5M
|
+2,531,796
|
+53%
|
|
|
10
|
Strid Group
Newtown Square,
Pennsylvania
|
$60.2M
|
+$59.7M
|
+6,180,960
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
+$4.12M
|
+426,126
|
+8%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$51.6M
|
+$13.9M
|
+1,443,600
|
+37%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.1M
|
-$3.95M
|
-408,780
|
-8%
|
|
|
14
|
Total Investment Management
Scottsdale,
Arizona
|
$43.7M
|
-$529K
|
-54,726
|
-1%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
$43.4M
|
-$954K
|
-98,802
|
-2%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$42.6M
|
-$5.14M
|
-532,110
|
-11%
|
|
|
17
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$38.5M
|
+$2.95M
|
+305,358
|
+8%
|
|
|
18
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$34.8M
|
-$12.8M
|
-1,321,680
|
-27%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$32.8M
|
-$813K
|
-84,180
|
-2%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$31.9M
|
+$491K
|
+50,838
|
+2%
|
|
|
21
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$28.2M
|
+$6.82M
|
+706,290
|
+32%
|
|
|
22
|
Circle Wealth Management
Summit,
New Jersey
|
$27.6M
|
+$481K
|
+49,782
|
+2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
-$2.29M
|
-236,892
|
-8%
|
|
|
24
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$24.9M
|
+$1.91M
|
+198,072
|
+8%
|
|
|
25
|
Personal Capital Advisors
Redwood City,
California
|
$24.7M
|
-$1.03M
|
-106,272
|
-4%
|
|
