|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$787M
|
-$63.9M
|
-5,409,834
|
-8%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$772M
|
+$19.3M
|
+1,636,410
|
+3%
|
|
|
3
|
|
$505M
|
–
|
–
|
–
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$218M
|
–
|
–
|
–
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$199M
|
-$686K
|
-58,050
|
-0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$155M
|
-$374M
|
-31,631,508
|
-71%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$19.9M
|
+1,681,062
|
+22%
|
|
|
8
|
HT Partners
Centerbrook,
Connecticut
|
$95M
|
-$2.05M
|
-173,370
|
-2%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$87.9M
|
-$4.5M
|
-381,042
|
-5%
|
|
|
10
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$80.2M
|
+$2.14M
|
+180,996
|
+3%
|
|
|
11
|
Strid Group
Newtown Square,
Pennsylvania
|
$79.5M
|
-$415K
|
-35,082
|
-0.5%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$71.9M
|
+$966K
|
+81,756
|
+1%
|
|
|
13
|
Bouchey Financial Group
Troy,
New York
|
$64.9M
|
+$1.12M
|
+94,854
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.9M
|
+$13.6M
|
+1,149,642
|
+27%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$60.5M
|
–
|
–
|
–
|
|
|
16
|
Total Investment Management
Scottsdale,
Arizona
|
$56.5M
|
-$211K
|
-17,844
|
-0.4%
|
|
|
17
|
Agilis Partners
Waltham,
Massachusetts
|
$50.8M
|
+$11.5M
|
+972,582
|
+29%
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$50.5M
|
+$1.48M
|
+124,914
|
+3%
|
|
|
19
|
Circle Wealth Management
Summit,
New Jersey
|
$47.1M
|
+$607K
|
+51,402
|
+1%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$45.9M
|
+$6.84M
|
+578,808
|
+18%
|
|
|
21
|
Gainplan
Bloomfield Hills,
Michigan
|
$43.9M
|
+$43.9M
|
+3,712,092
|
New
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$43M
|
+$2.25M
|
+190,296
|
+6%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$41.6M
|
+$348K
|
+29,490
|
+0.8%
|
|
|
24
|
Manchester Financial
Westlake Village,
California
|
$40.8M
|
-$376K
|
-31,824
|
-0.9%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.1M
|
+$5.93M
|
+502,002
|
+18%
|
|
