|
26
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
-$544K
|
-20,588
|
-1%
|
|
|
27
|
Greenline Partners
New York
|
$48M
|
+$896K
|
+33,908
|
+2%
|
|
|
28
|
Lutz Financial Services
Omaha,
Nebraska
|
$47.6M
|
+$1.76M
|
+66,506
|
+4%
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$45.9M
|
-$34.7M
|
-1,312,944
|
-43%
|
|
|
30
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$44.7M
|
-$4.68M
|
-177,224
|
-5%
|
|
|
31
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$44.2M
|
+$4.01M
|
+151,792
|
+10%
|
|
|
32
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$39.9M
|
+$3.09M
|
+117,008
|
+9%
|
|
|
33
|
Litman Gregory Wealth Management
Larkspur,
California
|
$39.6M
|
-$6.36M
|
-240,838
|
-14%
|
|
|
34
|
Simplify Asset Management
Las Vegas,
Nevada
|
$38.1M
|
+$5.53M
|
+209,530
|
+17%
|
|
|
35
|
Temasek Holdings
Singapore
|
$37.8M
|
–
|
–
|
–
|
|
|
36
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$37.7M
|
+$2.19M
|
+82,926
|
+6%
|
|
|
37
|
Arax Advisory Partners
Denver,
Colorado
|
$37.6M
|
+$5.31M
|
+201,176
|
+17%
|
|
|
38
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$36.8M
|
-$1.97M
|
-74,530
|
-5%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$36.7M
|
-$1.38M
|
-52,214
|
-4%
|
|
|
40
|
Pure Financial Advisors
San Diego,
California
|
$36M
|
+$308K
|
+11,654
|
+0.9%
|
|
|
41
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$35.5M
|
+$2.56M
|
+97,062
|
+8%
|
|
|
42
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$32.1M
|
+$20.3M
|
+769,188
|
+179%
|
|
|
43
|
Korea Investment Corp
Seoul,
South Korea
|
$31.1M
|
–
|
–
|
–
|
|
|
44
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$31.1M
|
+$360K
|
+13,630
|
+1%
|
|
|
45
|
Matrix Trust Company
Denver,
Colorado
|
$29.7M
|
+$76.8K
|
+2,908
|
+0.3%
|
|
|
46
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$29.6M
|
+$1.01M
|
+38,094
|
+4%
|
|
|
47
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27.5M
|
-$7.03M
|
-266,360
|
-21%
|
|
|
48
|
Advisory Alpha
Holland,
Michigan
|
$27.5M
|
+$1.54M
|
+58,230
|
+6%
|
|
|
49
|
Willow Creek Wealth Management
Sebastopol,
California
|
$27.2M
|
+$2.23M
|
+84,476
|
+9%
|
|
|
50
|
Joseph Group Capital Management
Columbus,
Ohio
|
$27M
|
+$289K
|
+10,958
|
+1%
|
|
