|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$660M
|
-$237M
|
-20,584,278
|
-28%
|
|
|
2
|
SCS Capital Management
Boston,
Massachusetts
|
$393M
|
+$5.03M
|
+436,764
|
+1%
|
|
|
3
|
|
$390M
|
-$47.5M
|
-4,119,936
|
-11%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$368M
|
+$38M
|
+3,294,276
|
+12%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$188M
|
-$5.8M
|
-503,040
|
-3%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$101M
|
-$422K
|
-36,636
|
-0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$87.1M
|
-$47.3M
|
-4,100,478
|
-37%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$80.3M
|
-$4.6M
|
-399,354
|
-6%
|
|
|
9
|
Strid Group
Newtown Square,
Pennsylvania
|
$79.8M
|
-$1.79M
|
-155,322
|
-2%
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$78.9M
|
+$11.1M
|
+963,786
|
+18%
|
|
|
11
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$72.1M
|
+$1.02M
|
+88,452
|
+2%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$66.1M
|
+$36M
|
+3,123,600
|
+137%
|
|
|
13
|
Bouchey Financial Group
Troy,
New York
|
$64.8M
|
+$2.66M
|
+230,412
|
+5%
|
|
|
14
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$56.2M
|
+$1.33M
|
+115,224
|
+3%
|
|
|
15
|
Homrich & Berg
Atlanta,
Georgia
|
$56.2M
|
-$14.7M
|
-1,274,964
|
-22%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$56M
|
+$2.52M
|
+218,982
|
+5%
|
|
|
17
|
Total Investment Management
Scottsdale,
Arizona
|
$53.4M
|
-$1.18M
|
-102,456
|
-2%
|
|
|
18
|
Circle Wealth Management
Summit,
New Jersey
|
$44.2M
|
-$1M
|
-86,988
|
-2%
|
|
|
19
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$41.9M
|
+$679K
|
+58,902
|
+2%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$41.2M
|
+$38.8M
|
+3,363,450
|
New
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$39.8M
|
-$2.43M
|
-210,738
|
-6%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.9M
|
-$970M
|
-84,177,066
|
-96%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$37.8M
|
+$205K
|
+17,808
|
+0.6%
|
|
|
24
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$35.1M
|
+$2.13M
|
+184,698
|
+7%
|
|
|
25
|
Summit Financial Strategies
Columbus,
Ohio
|
$34.8M
|
-$934K
|
-81,060
|
-3%
|
|
