|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$997M
|
+$112M
|
+7,130,652
|
+13%
|
|
|
2
|
SCS Capital Management
Boston,
Massachusetts
|
$441M
|
-$30.8M
|
-1,954,224
|
-7%
|
|
|
3
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$417M
|
-$74.2M
|
-4,704,522
|
-15%
|
|
|
4
|
|
$410M
|
-$26.6M
|
-1,689,864
|
-6%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$213M
|
-$14.4M
|
-910,830
|
-6%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$117M
|
-$5.79M
|
-367,440
|
-5%
|
|
|
7
|
Strid Group
Newtown Square,
Pennsylvania
|
$106M
|
+$2.52M
|
+159,996
|
+2%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$105M
|
-$4.87M
|
-309,030
|
-5%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$103M
|
+$212K
|
+13,446
|
+0.2%
|
|
|
10
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$93.2M
|
+$3.72M
|
+236,220
|
+4%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$91.2M
|
+$5.8M
|
+367,734
|
+7%
|
|
|
12
|
JBJ Investment Partners
Charleston,
South Carolina
|
$88.1M
|
-$784K
|
-49,704
|
-0.9%
|
|
|
13
|
Bouchey Financial Group
Troy,
New York
|
$87.3M
|
+$1.23M
|
+78,288
|
+1%
|
|
|
14
|
Homrich & Berg
Atlanta,
Georgia
|
$85.7M
|
-$1.06M
|
-67,170
|
-1%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$74.8M
|
+$4.8M
|
+304,494
|
+7%
|
|
|
16
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$74.7M
|
-$68K
|
-4,314
|
-0.1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$67.6M
|
-$5.46M
|
-346,050
|
-8%
|
|
|
18
|
Agilis Partners
Waltham,
Massachusetts
|
$64.4M
|
-$2.15M
|
-136,422
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.8M
|
+$506K
|
+32,070
|
+1%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$53.6M
|
+$42.4M
|
+2,688,006
|
+421%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$50M
|
-$3.53M
|
-223,932
|
-7%
|
|
|
22
|
Circle Wealth Management
Summit,
New Jersey
|
$49.8M
|
+$108K
|
+6,876
|
+0.2%
|
|
|
23
|
Summit Financial Strategies
Columbus,
Ohio
|
$47.9M
|
+$3.39M
|
+214,770
|
+8%
|
|
|
24
|
Total Investment Management
Scottsdale,
Arizona
|
$45M
|
+$20.8M
|
+1,322,034
|
+42%
|
|
|
25
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$44.4M
|
-$194K
|
-12,330
|
-0.4%
|
|
