|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.33B
|
+$194M
|
+10,880,826
|
+16%
|
|
|
2
|
|
$407M
|
-$16.6M
|
-932,958
|
-4%
|
|
|
3
|
SCS Capital Management
Boston,
Massachusetts
|
$359M
|
-$88.1M
|
-4,951,566
|
-19%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$300M
|
-$80.3M
|
-4,514,286
|
-21%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$214M
|
-$9.99M
|
-561,678
|
-4%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$129M
|
+$818K
|
+46,008
|
+0.6%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$123M
|
+$2.79M
|
+156,990
|
+2%
|
|
|
8
|
Strid Group
Newtown Square,
Pennsylvania
|
$118M
|
+$762K
|
+42,822
|
+0.6%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$109M
|
+$1.45M
|
+81,774
|
+1%
|
|
|
10
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$103M
|
+$3.03M
|
+170,532
|
+3%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$100M
|
+$5.65M
|
+317,574
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$100M
|
+$1.85M
|
+104,118
|
+2%
|
|
|
13
|
Bouchey Financial Group
Troy,
New York
|
$97.7M
|
+$1.77M
|
+99,426
|
+2%
|
|
|
14
|
Homrich & Berg
Atlanta,
Georgia
|
$90M
|
-$532K
|
-29,928
|
-0.6%
|
|
|
15
|
JBJ Investment Partners
Charleston,
South Carolina
|
$87.2M
|
-$3M
|
-168,906
|
-3%
|
|
|
16
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$78.9M
|
+$183K
|
+10,266
|
+0.2%
|
|
|
17
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$76.7M
|
+$78.8M
|
+4,431,768
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$69.5M
|
-$1.58M
|
-88,878
|
-2%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$66.3M
|
+$274K
|
+15,390
|
+0.4%
|
|
|
20
|
Summit Financial Strategies
Columbus,
Ohio
|
$65.3M
|
+$2.69M
|
+151,176
|
+4%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$61.5M
|
-$54.4M
|
-3,058,986
|
-46%
|
|
|
22
|
Agilis Partners
Waltham,
Massachusetts
|
$58.7M
|
-$2.02M
|
-113,574
|
-3%
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$57.6M
|
+$12M
|
+675,414
|
+25%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$52.2M
|
+$2.15M
|
+121,116
|
+4%
|
|
|
25
|
Circle Wealth Management
Summit,
New Jersey
|
$52.1M
|
+$20.9K
|
+1,176
|
+0%
|
|
