|
26
|
Summit Financial Strategies
Columbus,
Ohio
|
$21.7M
|
+$968K
|
+19,802
|
+5%
|
|
|
27
|
Windham Capital Management
Boston,
Massachusetts
|
$20.1M
|
-$496K
|
-10,141
|
-2%
|
|
|
28
|
|
$19.8M
|
+$119K
|
+2,424
|
+0.6%
|
|
|
29
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$18.9M
|
+$19M
|
+387,782
|
New
|
|
|
30
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.6M
|
+$739K
|
+15,118
|
+4%
|
|
|
31
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$17.9M
|
+$11.1M
|
+226,820
|
+163%
|
|
|
32
|
Lutz Financial Services
Omaha,
Nebraska
|
$17.7M
|
-$26.4K
|
-539
|
-0.1%
|
|
|
33
|
|
$17.7M
|
+$781K
|
+15,976
|
+5%
|
|
|
34
|
Webster Bank
Waterbury,
Connecticut
|
$15.1M
|
+$4.34M
|
+88,776
|
+40%
|
|
|
35
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$14.9M
|
+$1.16M
|
+23,790
|
+8%
|
|
|
36
|
Old National Bancorp
Evansville,
Indiana
|
$14.1M
|
+$1.47M
|
+30,078
|
+12%
|
|
|
37
|
FDx Advisors
Chicago,
Illinois
|
$13.5M
|
-$403K
|
-8,244
|
-3%
|
|
|
38
|
Credit Suisse
Zurich,
Switzerland
|
$13.4M
|
-$453K
|
-9,264
|
-3%
|
|
|
39
|
CapWealth Advisors
Franklin,
Tennessee
|
$13.3M
|
+$989K
|
+20,227
|
+8%
|
|
|
40
|
Garde Capital
Seattle,
Washington
|
$13.1M
|
+$2.21M
|
+45,290
|
+20%
|
|
|
41
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$12.7M
|
+$315K
|
+6,442
|
+3%
|
|
|
42
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.7M
|
-$345K
|
-7,050
|
-3%
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12.7M
|
–
|
–
|
–
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$12.5M
|
-$229K
|
-4,686
|
-2%
|
|
|
45
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$12.4M
|
-$18.2K
|
-373
|
-0.1%
|
|
|
46
|
Bank of New York Mellon
New York
|
$11.7M
|
+$3.82M
|
+78,147
|
+49%
|
|
|
47
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.4M
|
-$238K
|
-4,864
|
-2%
|
|
|
48
|
IndexIQ Advisors
New York
|
$11.2M
|
+$5.39M
|
+110,146
|
+93%
|
|
|
49
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10.8M
|
+$10.9M
|
+221,950
|
New
|
|
|
50
|
Natixis Advisors
Boston,
Massachusetts
|
$10.7M
|
+$186K
|
+3,797
|
+2%
|
|
