|
251
|
CGC Financial Services
Lake Oswego,
Oregon
|
$30.8M
|
+$1.1M
|
+15,499
|
+4%
|
|
|
252
|
Financial Engines Advisors
Santa Clara,
California
|
$30.8M
|
-$3.02M
|
-42,411
|
-9%
|
|
|
253
|
WhitTier Trust Company
Reno,
Nevada
|
$30.6M
|
+$2M
|
+28,079
|
+7%
|
|
|
254
|
Valeo Financial Advisors
Carmel,
Indiana
|
$30.5M
|
+$1.81M
|
+25,456
|
+6%
|
|
|
255
|
Whittier Trust
South Pasadena,
California
|
$30.3M
|
+$1.14M
|
+16,069
|
+4%
|
|
|
256
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$30.1M
|
-$5.62M
|
-78,890
|
-16%
|
|
|
257
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$29.7M
|
+$705K
|
+9,897
|
+3%
|
|
|
258
|
Acropolis Investment Management
St. Louis,
Missouri
|
$29.7M
|
-$719K
|
-10,106
|
-2%
|
|
|
259
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$29.7M
|
+$2.62M
|
+36,747
|
+10%
|
|
|
260
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$29.5M
|
+$5.64M
|
+79,269
|
+25%
|
|
|
261
|
Great Lakes Advisors
Chicago,
Illinois
|
$29.2M
|
+$401K
|
+5,636
|
+1%
|
|
|
262
|
Tarbox Family Office
Newport Beach,
California
|
$29M
|
-$267K
|
-3,751
|
-0.9%
|
|
|
263
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$28.8M
|
-$8.9K
|
-125
|
-0%
|
|
|
264
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$28.5M
|
+$1.64M
|
+22,987
|
+6%
|
|
|
265
|
Axiom Investors
Greenwich,
Connecticut
|
$28.2M
|
+$5.1M
|
+71,700
|
+23%
|
|
|
266
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$28.2M
|
+$1.83M
|
+25,745
|
+7%
|
|
|
267
|
Financial Counselors Inc
Overland Park,
Kansas
|
$28M
|
-$68.4K
|
-961
|
-0.3%
|
|
|
268
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$27.8M
|
-$2.14M
|
-30,118
|
-7%
|
|
|
269
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$27.7M
|
+$6.07M
|
+85,225
|
+30%
|
|
|
270
|
Raymond James Trust
St. Petersburg,
Florida
|
$27.6M
|
+$1.73M
|
+24,287
|
+7%
|
|
|
271
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$27.3M
|
-$762K
|
-10,709
|
-3%
|
|
|
272
|
Shoker Investment Counsel
Oxford,
Ohio
|
$27.1M
|
-$1.63M
|
-22,942
|
-6%
|
|
|
273
|
Trek Financial
Scottsdale,
Arizona
|
$27.1M
|
+$1.91M
|
+26,815
|
+8%
|
|
|
274
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$26.9M
|
+$740K
|
+10,393
|
+3%
|
|
|
275
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$26.7M
|
–
|
–
|
–
|
|
