|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$851M
|
+$14.9M
|
+1,214,268
|
+2%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$739M
|
-$108M
|
-8,792,088
|
-13%
|
|
|
3
|
|
$501M
|
-$47.9M
|
-3,904,494
|
-9%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$235M
|
–
|
–
|
–
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$205M
|
-$9.67M
|
-788,442
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$164M
|
-$3.51M
|
-286,254
|
-2%
|
|
|
7
|
HT Partners
Centerbrook,
Connecticut
|
$103M
|
-$3.02K
|
-246
|
-0%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$94.7M
|
-$464K
|
-37,800
|
-0.5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$93.7M
|
-$25.5M
|
-2,081,190
|
-22%
|
|
|
10
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$87.6M
|
+$766K
|
+62,412
|
+0.9%
|
|
|
11
|
Strid Group
Newtown Square,
Pennsylvania
|
$85.3M
|
-$641K
|
-52,278
|
-0.8%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$75.3M
|
-$2.5M
|
-203,544
|
-3%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$71.1M
|
+$4.89M
|
+398,718
|
+8%
|
|
|
14
|
Bouchey Financial Group
Troy,
New York
|
$64.7M
|
-$5.33M
|
-434,496
|
-8%
|
|
|
15
|
Total Investment Management
Scottsdale,
Arizona
|
$59.1M
|
-$2.05M
|
-167,034
|
-3%
|
|
|
16
|
Golden State Wealth Management
Santa Ana,
California
|
$59.1M
|
+$56.5M
|
+4,608,684
|
New
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$56.3M
|
+$1.56M
|
+127,416
|
+3%
|
|
|
18
|
Agilis Partners
Waltham,
Massachusetts
|
$53M
|
-$1.88M
|
-153,198
|
-4%
|
|
|
19
|
Circle Wealth Management
Summit,
New Jersey
|
$51.5M
|
+$488K
|
+39,756
|
+1%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$49.9M
|
+$164K
|
+13,356
|
+0.3%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$46.6M
|
+$96.7K
|
+7,884
|
+0.2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.2M
|
-$22M
|
-1,790,694
|
-33%
|
|
|
23
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$45.3M
|
+$9.08M
|
+739,998
|
+26%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$43.4M
|
-$1.51M
|
-123,432
|
-4%
|
|
|
25
|
Manchester Financial
Westlake Village,
California
|
$43.1M
|
-$988K
|
-80,508
|
-2%
|
|
