|
176
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$17.5M
|
+$13M
|
+180,884
|
+264%
|
|
|
177
|
Planning Alternatives
Birmingham,
Michigan
|
$17.4M
|
+$7.93M
|
+110,660
|
+81%
|
|
|
178
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$17.2M
|
-$714K
|
-9,960
|
-4%
|
|
|
179
|
WealthSource Partners
San Luis Obispo,
California
|
$17M
|
-$893K
|
-12,467
|
-5%
|
|
|
180
|
Comerica Securities
Detroit,
Michigan
|
$16.9M
|
+$335K
|
+4,681
|
+2%
|
|
|
181
|
Nottingham Advisors
Amherst,
New York
|
$16.8M
|
+$678K
|
+9,460
|
+4%
|
|
|
182
|
|
$16.7M
|
-$479K
|
-6,685
|
-3%
|
|
|
183
|
Altium Wealth Management
Purchase,
New York
|
$16.6M
|
+$420K
|
+5,855
|
+3%
|
|
|
184
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$16.5M
|
+$841K
|
+11,735
|
+5%
|
|
|
185
|
Chesley Taft & Associates
Chicago,
Illinois
|
$16.1M
|
-$639K
|
-8,915
|
-4%
|
|
|
186
|
First Merchants Corp
Muncie,
Indiana
|
$16M
|
+$1.56M
|
+21,746
|
+11%
|
|
|
187
|
Simmons Bank
Pine Bluff,
Arkansas
|
$15.8M
|
-$374K
|
-5,225
|
-2%
|
|
|
188
|
SVB Wealth
Boston,
Massachusetts
|
$15.8M
|
+$410K
|
+5,716
|
+3%
|
|
|
189
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.8M
|
+$507K
|
+7,080
|
+3%
|
|
|
190
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$15.7M
|
-$1.05M
|
-14,647
|
-93%
|
|
|
191
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$15.5M
|
-$459K
|
-6,399
|
-3%
|
|
|
192
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$15.3M
|
+$166K
|
+2,316
|
+1%
|
|
|
193
|
Executive Wealth Management
Brighton,
Michigan
|
$15.3M
|
+$1.06M
|
+14,721
|
+7%
|
|
|
194
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$15.1M
|
–
|
–
|
–
|
|
|
195
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$14.9M
|
+$454K
|
+6,332
|
+3%
|
|
|
196
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$14.9M
|
-$60.5K
|
-844
|
-0.4%
|
|
|
197
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$14.7M
|
+$658K
|
+9,188
|
+5%
|
|
|
198
|
Trilogy Capital
Irvine,
California
|
$14.7M
|
+$880K
|
+12,278
|
+6%
|
|
|
199
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$14.6M
|
-$514K
|
-7,172
|
-3%
|
|
|
200
|
BOK Financial Private Wealth
Denver,
Colorado
|
$14.5M
|
+$875K
|
+12,212
|
+6%
|
|
