|
26
|
Lutz Financial Services
Omaha,
Nebraska
|
$50.1M
|
+$1.72M
|
+56,072
|
+4%
|
|
|
27
|
United Bank (Virginia)
Vienna,
Virginia
|
$50M
|
+$1.98M
|
+64,490
|
+4%
|
|
|
28
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$48.9M
|
+$144K
|
+4,680
|
+0.3%
|
|
|
29
|
Central Trust Company
Jefferson City,
Missouri
|
$45.9M
|
+$4.11M
|
+134,030
|
+10%
|
|
|
30
|
Litman Gregory Wealth Management
Larkspur,
California
|
$45.7M
|
+$34.4M
|
+1,121,928
|
+293%
|
|
|
31
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$44.1M
|
+$29.7M
|
+967,114
|
+200%
|
|
|
32
|
LVW Advisors
Pittsford,
New York
|
$43.6M
|
-$3.47M
|
-113,256
|
-7%
|
|
|
33
|
Walker Financial Services
Bowling Green,
Kentucky
|
$41.7M
|
+$42.1M
|
+1,374,360
|
New
|
|
|
34
|
Advisory Alpha
Holland,
Michigan
|
$41.4M
|
-$14.6M
|
-477,096
|
-26%
|
|
|
35
|
Morningstar Investment Services
Chicago,
Illinois
|
$40.7M
|
-$29.4M
|
-958,188
|
-42%
|
|
|
36
|
Focused Wealth Management
Newburgh,
New York
|
$40.5M
|
+$2.52M
|
+82,008
|
+7%
|
|
|
37
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$38M
|
-$1.26M
|
-41,114
|
-3%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$36.5M
|
+$936K
|
+30,532
|
+3%
|
|
|
39
|
Wealthfront Advisers
Palo Alto,
California
|
$36.2M
|
-$1.1M
|
-36,002
|
-3%
|
|
|
40
|
Systelligence LLC
Bloomington,
Minnesota
|
$34.7M
|
+$35.1M
|
+1,142,970
|
New
|
|
|
41
|
Bank of New York Mellon
New York
|
$32.9M
|
+$20.5M
|
+667,312
|
+161%
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32.5M
|
+$105K
|
+3,430
|
+0.3%
|
|
|
43
|
Allspring Global Investments
Charlotte,
North Carolina
|
$31.9M
|
-$22.7M
|
-740,000
|
-41%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.9M
|
+$4.48M
|
+145,972
|
+16%
|
|
|
45
|
Matrix Trust Company
Denver,
Colorado
|
$31.6M
|
+$15.1M
|
+493,124
|
+90%
|
|
|
46
|
|
$31M
|
-$55.7M
|
-1,815,870
|
-64%
|
|
|
47
|
|
$30.1M
|
-$11.8M
|
-386,282
|
-28%
|
|
|
48
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.9M
|
-$154K
|
-5,024
|
-0.5%
|
|
|
49
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$29M
|
+$761K
|
+24,816
|
+3%
|
|
|
50
|
Beacon Pointe Advisors
Newport Beach,
California
|
$28.7M
|
-$41.9M
|
-1,364,600
|
-59%
|
|
