|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.14B
|
-$35.4M
|
-3,376,422
|
-3%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$467M
|
+$14.4M
|
+1,377,534
|
+3%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$164M
|
+$1.91M
|
+182,058
|
+1%
|
|
|
4
|
|
$140M
|
-$3.71M
|
-353,352
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$135M
|
+$1.25M
|
+119,520
|
+1%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$104M
|
+$293K
|
+27,900
|
+0.3%
|
|
|
7
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$103M
|
-$23.1M
|
-2,203,200
|
-19%
|
|
|
8
|
HT Partners
Centerbrook,
Connecticut
|
$90.1M
|
-$17.8M
|
-1,694,946
|
-17%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$87.5M
|
+$241K
|
+23,028
|
+0.3%
|
|
|
10
|
Strid Group
Newtown Square,
Pennsylvania
|
$72.8M
|
+$2.56M
|
+243,870
|
+4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
+$3.34M
|
+318,150
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.1M
|
+$3.66M
|
+348,948
|
+8%
|
|
|
13
|
Total Investment Management
Scottsdale,
Arizona
|
$51.5M
|
-$468K
|
-44,628
|
-0.9%
|
|
|
14
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$48.4M
|
+$11.7M
|
+1,118,994
|
+33%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$47.3M
|
+$2.61M
|
+248,826
|
+6%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$46.4M
|
-$761K
|
-72,618
|
-2%
|
|
|
17
|
Agilis Partners
Waltham,
Massachusetts
|
$45.1M
|
-$2.62M
|
-250,194
|
-6%
|
|
|
18
|
Schroders
London,
United Kingdom
|
$43.8M
|
–
|
–
|
–
|
|
|
19
|
Accredited Investors
Edina,
Minnesota
|
$41.8M
|
-$1.26M
|
-119,700
|
-3%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$36.4M
|
+$566K
|
+53,994
|
+2%
|
|
|
21
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$35.2M
|
+$1.42M
|
+135,504
|
+4%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$34.1M
|
-$1.37M
|
-130,974
|
-4%
|
|
|
23
|
Circle Wealth Management
Summit,
New Jersey
|
$30.5M
|
+$185K
|
+17,604
|
+0.6%
|
|
|
24
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$29M
|
+$727K
|
+69,366
|
+3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$688K
|
-65,604
|
-2%
|
|
