|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.15B
|
+$72M
|
+4,256,550
|
+7%
|
|
|
2
|
SCS Capital Management
Boston,
Massachusetts
|
$446M
|
-$28.2M
|
-1,666,404
|
-6%
|
|
|
3
|
|
$425M
|
-$16.7M
|
-984,498
|
-4%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$379M
|
-$68.8M
|
-4,067,268
|
-16%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$224M
|
-$5.66M
|
-334,578
|
-3%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$129M
|
+$2.33M
|
+137,670
|
+2%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$121M
|
+$9.02M
|
+533,070
|
+8%
|
|
|
8
|
Strid Group
Newtown Square,
Pennsylvania
|
$118M
|
+$3.27M
|
+193,092
|
+3%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$115M
|
+$2M
|
+118,134
|
+2%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$108M
|
+$26.5M
|
+1,566,204
|
+34%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.6M
|
+$53.6M
|
+3,168,924
|
+126%
|
|
|
12
|
Bouchey Financial Group
Troy,
New York
|
$96.4M
|
+$2.22M
|
+131,136
|
+2%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$95.1M
|
-$3.17M
|
-187,320
|
-3%
|
|
|
14
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$93.2M
|
–
|
–
|
–
|
|
|
15
|
Homrich & Berg
Atlanta,
Georgia
|
$90.9M
|
-$1.55M
|
-91,296
|
-2%
|
|
|
16
|
JBJ Investment Partners
Charleston,
South Carolina
|
$90.4M
|
-$4.45M
|
-262,902
|
-5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$71.3M
|
-$1.47M
|
-86,730
|
-2%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$66.3M
|
+$8.26M
|
+488,064
|
+15%
|
|
|
19
|
Summit Financial Strategies
Columbus,
Ohio
|
$62.9M
|
+$11M
|
+647,250
|
+22%
|
|
|
20
|
Agilis Partners
Waltham,
Massachusetts
|
$60.9M
|
-$8.31M
|
-491,244
|
-12%
|
|
|
21
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$60.4M
|
-$1.46M
|
-86,022
|
-2%
|
|
|
22
|
Total Investment Management
Scottsdale,
Arizona
|
$52.6M
|
-$24.4M
|
-1,438,938
|
-32%
|
|
|
23
|
Circle Wealth Management
Summit,
New Jersey
|
$52.3M
|
-$1.38M
|
-81,294
|
-3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.2M
|
-$6.59M
|
-389,292
|
-12%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$50.3M
|
-$3.5M
|
-206,886
|
-7%
|
|
