|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$861M
|
+$229M
|
+20,966,736
|
+38%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$678M
|
-$27.1M
|
-2,481,762
|
-4%
|
|
|
3
|
|
$463M
|
+$3.07M
|
+281,532
|
+0.7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$326M
|
+$207M
|
+18,972,270
|
+195%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$208M
|
+$1.95M
|
+178,410
|
+1%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$188M
|
+$7M
|
+641,430
|
+4%
|
|
|
7
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$109M
|
+$15.7M
|
+1,434,600
|
+18%
|
|
|
8
|
HT Partners
Centerbrook,
Connecticut
|
$93.1M
|
-$1.97M
|
-180,078
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$88.5M
|
-$2.67M
|
-244,134
|
-3%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$85.8M
|
+$620K
|
+56,796
|
+0.8%
|
|
|
11
|
Strid Group
Newtown Square,
Pennsylvania
|
$74.6M
|
+$1.74M
|
+158,964
|
+2%
|
|
|
12
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$73.2M
|
+$2.54M
|
+232,824
|
+4%
|
|
|
13
|
Homrich & Berg
Atlanta,
Georgia
|
$66.3M
|
-$1.12M
|
-102,396
|
-2%
|
|
|
14
|
Bouchey Financial Group
Troy,
New York
|
$59.4M
|
+$197K
|
+18,066
|
+0.3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.5M
|
-$2.28M
|
-208,674
|
-5%
|
|
|
16
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$43.8M
|
-$997K
|
-91,326
|
-2%
|
|
|
17
|
Circle Wealth Management
Summit,
New Jersey
|
$43.5M
|
+$8.24M
|
+754,188
|
+24%
|
|
|
18
|
Manchester Financial
Westlake Village,
California
|
$41.6M
|
-$17.9M
|
-1,640,472
|
-31%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$38.6M
|
+$1.18M
|
+108,006
|
+3%
|
|
|
20
|
|
$38M
|
+$21M
|
+1,926,744
|
+135%
|
|
|
21
|
North Star Asset Management
Neenah,
Wisconsin
|
$36.3M
|
+$5.1M
|
+467,274
|
+17%
|
|
|
22
|
Brown Advisory
Baltimore,
Maryland
|
$35.8M
|
+$4.46M
|
+408,606
|
+15%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$35.7M
|
+$2.07M
|
+189,840
|
+6%
|
|
|
24
|
JBJ Investment Partners
Charleston,
South Carolina
|
$35.1M
|
+$33.8M
|
+3,095,970
|
New
|
|
|
25
|
Kays Financial Advisory
Atlanta,
Georgia
|
$32.3M
|
+$2.77M
|
+253,254
|
+10%
|
|
