|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.64B
|
+$186M
|
+10,129,464
|
+13%
|
|
|
2
|
|
$425M
|
-$18M
|
-978,408
|
-4%
|
|
|
3
|
SCS Capital Management
Boston,
Massachusetts
|
$370M
|
-$20.2M
|
-1,096,986
|
-5%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$326M
|
–
|
–
|
–
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$226M
|
-$6.01M
|
-326,484
|
-3%
|
|
|
6
|
HT Partners
Centerbrook,
Connecticut
|
$140M
|
+$203K
|
+11,028
|
+0.1%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$136M
|
+$2.77M
|
+150,804
|
+2%
|
|
|
8
|
Strid Group
Newtown Square,
Pennsylvania
|
$134M
|
+$5.06M
|
+275,262
|
+4%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$120M
|
+$1.36M
|
+73,974
|
+1%
|
|
|
10
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$112M
|
-$349K
|
-18,960
|
-0.3%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$111M
|
+$1.74M
|
+94,434
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
-$839K
|
-45,600
|
-0.8%
|
|
|
13
|
Bouchey Financial Group
Troy,
New York
|
$106M
|
-$407K
|
-22,128
|
-0.4%
|
|
|
14
|
HB Wealth Management
Atlanta,
Georgia
|
$97.5M
|
+$95.2M
|
+5,174,916
|
New
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$95.7M
|
+$93.5M
|
+5,081,136
|
New
|
|
|
16
|
JBJ Investment Partners
Charleston,
South Carolina
|
$90.7M
|
-$4.05M
|
-219,942
|
-4%
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$87.4M
|
+$1.49M
|
+80,838
|
+2%
|
|
|
18
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$84.6M
|
+$1.06M
|
+57,660
|
+1%
|
|
|
19
|
LGL Partners
Philadelphia,
Pennsylvania
|
$74.8M
|
+$73M
|
+3,969,714
|
New
|
|
|
20
|
Summit Financial Strategies
Columbus,
Ohio
|
$73.8M
|
+$2.67M
|
+145,206
|
+4%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$71.5M
|
-$601K
|
-32,646
|
-0.9%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$65.5M
|
-$1.47M
|
-79,932
|
-2%
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$64.2M
|
+$1.46M
|
+79,092
|
+2%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$57M
|
+$104K
|
+5,652
|
+0.2%
|
|
|
25
|
Circle Wealth Management
Summit,
New Jersey
|
$56.8M
|
+$55.7K
|
+3,030
|
+0.1%
|
|
