|
26
|
Lutz Financial Services
Omaha,
Nebraska
|
$22.9M
|
+$5.23M
|
+182,702
|
+30%
|
|
|
27
|
Wealthfront Advisers
Palo Alto,
California
|
$20.2M
|
-$7.31M
|
-255,530
|
-27%
|
|
|
28
|
Morningstar Investment Management
Chicago,
Illinois
|
$19.6M
|
+$539K
|
+18,824
|
+3%
|
|
|
29
|
Foster & Motley
Cincinnati,
Ohio
|
$18.9M
|
-$400K
|
-13,972
|
-2%
|
|
|
30
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$18.8M
|
+$18.7M
|
+652,414
|
New
|
|
|
31
|
Gilbert & Cook
West Des Moines,
Iowa
|
$18.6M
|
+$1.37M
|
+47,756
|
+8%
|
|
|
32
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$17.7M
|
-$151K
|
-5,288
|
-0.9%
|
|
|
33
|
Alesco Advisors
Pittsford,
New York
|
$16.8M
|
+$13.4M
|
+469,352
|
+414%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$2.21M
|
+77,246
|
+15%
|
|
|
35
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$15.1M
|
+$7.93M
|
+277,032
|
+112%
|
|
|
36
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$14.7M
|
+$199K
|
+6,964
|
+1%
|
|
|
37
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$14.3M
|
-$1.03M
|
-35,870
|
-7%
|
|
|
38
|
Focused Wealth Management
Newburgh,
New York
|
$14.1M
|
+$14M
|
+490,772
|
New
|
|
|
39
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$14.1M
|
-$251K
|
-8,772
|
-2%
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$13.5M
|
+$13.1K
|
+456
|
+0.1%
|
|
|
41
|
Marotta Asset Management
Charlottesville,
Virginia
|
$13.2M
|
-$1.47M
|
-51,378
|
-10%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.5M
|
-$348K
|
-12,140
|
-3%
|
|
|
43
|
JBJ Investment Partners
Charleston,
South Carolina
|
$12M
|
-$2.17M
|
-75,794
|
-15%
|
|
|
44
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11.4M
|
-$1.17M
|
-40,794
|
-9%
|
|
|
45
|
SVB Investment Services
Salt Lake City,
Utah
|
$10.5M
|
+$1.99M
|
+69,350
|
+23%
|
|
|
46
|
United Capital Financial Advisors
Irving,
Texas
|
$10.4M
|
-$104M
|
-3,615,720
|
-91%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.3M
|
+$2.25M
|
+78,754
|
+28%
|
|
|
48
|
Horan Capital Management
Hunt Valley,
Maryland
|
$9.23M
|
-$2.28M
|
-79,804
|
-20%
|
|
|
49
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$9.1M
|
+$221K
|
+7,736
|
+3%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$9.1M
|
+$7.16M
|
+250,190
|
+378%
|
|
