|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$933M
|
-$23.2M
|
-2,012,526
|
-2%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$617M
|
-$16.1M
|
-1,396,314
|
-3%
|
|
|
3
|
|
$224M
|
-$6.04M
|
-523,704
|
-3%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$214M
|
–
|
–
|
–
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$188M
|
+$1.2M
|
+103,920
|
+0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$114M
|
-$8.83M
|
-766,434
|
-7%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$101M
|
+$997K
|
+86,502
|
+1%
|
|
|
8
|
HT Partners
Centerbrook,
Connecticut
|
$99.1M
|
+$446K
|
+38,664
|
+0.5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$86M
|
+$302K
|
+26,232
|
+29%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$83.5M
|
+$886K
|
+76,908
|
+1%
|
|
|
11
|
Strid Group
Newtown Square,
Pennsylvania
|
$78.7M
|
+$136K
|
+11,796
|
+0.2%
|
|
|
12
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$57.7M
|
–
|
–
|
–
|
|
|
13
|
Total Investment Management
Scottsdale,
Arizona
|
$57.2M
|
+$40.6K
|
+3,522
|
+0.1%
|
|
|
14
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.7M
|
-$79K
|
-6,858
|
-0.1%
|
|
|
15
|
Bouchey Financial Group
Troy,
New York
|
$49.3M
|
+$884K
|
+76,704
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
+$7.28M
|
+631,386
|
+18%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$44.3M
|
+$1.89M
|
+163,752
|
+5%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$43.1M
|
-$1.06M
|
-91,566
|
-2%
|
|
|
19
|
Homrich & Berg
Atlanta,
Georgia
|
$42.7M
|
+$1.6M
|
+138,552
|
+4%
|
|
|
20
|
Circle Wealth Management
Summit,
New Jersey
|
$38M
|
+$599K
|
+51,978
|
+2%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$36M
|
-$7.28M
|
-631,512
|
-17%
|
|
|
22
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$33.7M
|
+$2.52M
|
+218,346
|
+8%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$33.7M
|
-$641K
|
-55,596
|
-2%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$32.1M
|
-$5.43M
|
-470,844
|
-15%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$32.1M
|
+$1.18M
|
+102,696
|
+4%
|
|
