|
151
|
LVZ Inc
Holland,
Michigan
|
$45M
|
+$450K
|
+7,018
|
+0.9%
|
|
|
152
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$44.7M
|
+$7.62M
|
+118,735
|
+19%
|
|
|
153
|
Disciplina Capital Management
Nashville,
Tennessee
|
$44M
|
+$3.29M
|
+51,343
|
+7%
|
|
|
154
|
Dan L. Duncan Foundation
Houston,
Texas
|
$43.8M
|
-$4.62M
|
-72,064
|
-9%
|
|
|
155
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$43.3M
|
+$20.6M
|
+321,835
|
+78%
|
|
|
156
|
Regis Management Company
Menlo Park,
California
|
$42.2M
|
+$346K
|
+5,393
|
+0.8%
|
|
|
157
|
Wilshire Advisors
Santa Monica,
California
|
$41.8M
|
-$1.34M
|
-20,944
|
-3%
|
|
|
158
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$41.1M
|
+$1.66M
|
+25,902
|
+4%
|
|
|
159
|
Intrust Bank
Wichita,
Kansas
|
$40.9M
|
-$4.82M
|
-75,188
|
-10%
|
|
|
160
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.9M
|
-$1.98M
|
-30,791
|
-4%
|
|
|
161
|
Financial Engines Advisors
Santa Clara,
California
|
$40.9M
|
+$3.14M
|
+49,014
|
+8%
|
|
|
162
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$40.8M
|
+$3.86M
|
+60,136
|
+10%
|
|
|
163
|
Bangor Savings Bank
Bangor,
Maine
|
$40.7M
|
-$400K
|
-6,232
|
-0.9%
|
|
|
164
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$40.7M
|
+$5.8M
|
+90,403
|
+15%
|
|
|
165
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$40.3M
|
+$137K
|
+2,139
|
+0.3%
|
|
|
166
|
Meeder Asset Management
Dublin,
Ohio
|
$40M
|
+$5.87M
|
+91,526
|
+16%
|
|
|
167
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$39.9M
|
+$1.4M
|
+21,790
|
+3%
|
|
|
168
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$39.6M
|
+$2.36M
|
+36,795
|
+6%
|
|
|
169
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$39.4M
|
+$3.36M
|
+52,443
|
+9%
|
|
|
170
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$37.9M
|
-$41.7M
|
-649,588
|
-50%
|
|
|
171
|
Tarbox Family Office
Newport Beach,
California
|
$36.1M
|
+$3.4M
|
+52,987
|
+9%
|
|
|
172
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$36.1M
|
–
|
–
|
–
|
|
|
173
|
Atria Investments
Charlotte,
North Carolina
|
$36M
|
+$4.22M
|
+65,820
|
+12%
|
|
|
174
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$34.9M
|
-$929K
|
-14,478
|
-2%
|
|
|
175
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.7M
|
-$27M
|
-420,185
|
-42%
|
|
