|
26
|
Bank of America
Charlotte,
North Carolina
|
$48M
|
-$617K
|
-23,469
|
-1%
|
|
|
27
|
Lutz Financial Services
Omaha,
Nebraska
|
$47.1M
|
+$1.32M
|
+50,344
|
+3%
|
|
|
28
|
Greenline Partners
New York
|
$45.2M
|
-$1.08M
|
-41,282
|
-2%
|
|
|
29
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$43.8M
|
+$1.27M
|
+48,263
|
+3%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$42.7M
|
+$7.45M
|
+283,385
|
+21%
|
|
|
31
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$41.5M
|
+$5.36M
|
+204,036
|
+15%
|
|
|
32
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$40.5M
|
+$2.08M
|
+79,037
|
+5%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$40M
|
+$18.4M
|
+700,204
|
+83%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.9M
|
-$13M
|
-495,998
|
-25%
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$37M
|
-$7.32M
|
-278,469
|
-16%
|
|
|
36
|
Temasek Holdings
Singapore
|
$36.4M
|
–
|
–
|
–
|
|
|
37
|
Arax Advisory Partners
Denver,
Colorado
|
$35.9M
|
-$283K
|
-10,783
|
-0.8%
|
|
|
38
|
Pure Financial Advisors
San Diego,
California
|
$35.4M
|
+$820K
|
+31,188
|
+2%
|
|
|
39
|
Principal Securities
Des Moines,
Iowa
|
$35M
|
+$33.5M
|
+1,275,965
|
+1,605%
|
|
|
40
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$34.2M
|
+$45.1K
|
+1,716
|
+0.1%
|
|
|
41
|
|
$33.8M
|
-$490M
|
-18,634,902
|
-93%
|
|
|
42
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$31.3M
|
+$1.36M
|
+51,620
|
+4%
|
|
|
43
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$30.6M
|
+$2.1M
|
+79,975
|
+7%
|
|
|
44
|
Korea Investment Corp
Seoul,
South Korea
|
$30M
|
–
|
–
|
–
|
|
|
45
|
Matrix Trust Company
Denver,
Colorado
|
$29.8M
|
+$1.18M
|
+44,871
|
+4%
|
|
|
46
|
Willow Creek Wealth Management
Sebastopol,
California
|
$29.3M
|
+$3.14M
|
+119,633
|
+12%
|
|
|
47
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$28M
|
-$3.02M
|
-115,093
|
-10%
|
|
|
48
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27M
|
+$518K
|
+19,725
|
+2%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$3.11M
|
+118,249
|
+13%
|
|
|
50
|
Advisory Alpha
Holland,
Michigan
|
$25.3M
|
-$1.15M
|
-43,794
|
-4%
|
|
