|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$1.34B
|
-$45.5M
|
-2,065,401
|
-4%
|
|
|
2
|
|
$401M
|
-$9.4M
|
-426,704
|
-2%
|
|
|
3
|
Rebalance
Palo Alto,
California
|
$314M
|
+$26.6M
|
+1,209,350
|
+10%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$291M
|
+$7.1M
|
+322,220
|
+3%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$209M
|
-$5.3M
|
-240,407
|
-3%
|
|
|
6
|
Strid Group
Newtown Square,
Pennsylvania
|
$206M
|
+$968K
|
+43,935
|
+0.5%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$201M
|
-$12.4M
|
-562,347
|
-6%
|
|
|
8
|
Bouchey Financial Group
Troy,
New York
|
$197M
|
+$825K
|
+37,462
|
+0.5%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$184M
|
-$4.32M
|
-196,259
|
-2%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$155M
|
+$566K
|
+25,680
|
+0.4%
|
|
|
11
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$153M
|
+$2.7M
|
+122,453
|
+2%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$149M
|
+$14M
|
+636,810
|
+11%
|
|
|
13
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$147M
|
-$2.3M
|
-104,227
|
-2%
|
|
|
14
|
HT Partners
Centerbrook,
Connecticut
|
$144M
|
-$6.96M
|
-316,002
|
-5%
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$142M
|
+$122M
|
+5,556,673
|
+1,400%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$130M
|
+$28.7M
|
+1,304,073
|
+31%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$116M
|
-$213K
|
-9,655
|
-0.2%
|
|
|
18
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$111M
|
+$9.1M
|
+413,023
|
+10%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$100M
|
-$1.52M
|
-69,120
|
-2%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$96.5M
|
-$8.13M
|
-369,214
|
-8%
|
|
|
21
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$91.4M
|
+$3.33M
|
+151,170
|
+4%
|
|
|
22
|
Summit Financial Strategies
Columbus,
Ohio
|
$88.1M
|
-$4.09M
|
-185,656
|
-5%
|
|
|
23
|
Manchester Financial
Westlake Village,
California
|
$84.1M
|
+$676K
|
+30,695
|
+0.9%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$80.9M
|
+$247K
|
+11,233
|
+0.3%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$78M
|
+$4.11M
|
+186,376
|
+6%
|
|
