|
226
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$36.9M
|
+$4.4M
|
+21,435
|
+12%
|
|
|
227
|
Pinnacle Associates
New York
|
$36.9M
|
-$1.36M
|
-6,629
|
-3%
|
|
|
228
|
Litman Gregory Wealth Management
Larkspur,
California
|
$36.5M
|
+$1.7M
|
+8,278
|
+4%
|
|
|
229
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$36.3M
|
+$4.01M
|
+19,526
|
+11%
|
|
|
230
|
Evanson Asset Management
Carmel,
California
|
$36.3M
|
+$724K
|
+3,524
|
+2%
|
|
|
231
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$35.8M
|
+$2.99M
|
+14,557
|
+8%
|
|
|
232
|
KeyBank National Association
Cleveland,
Ohio
|
$35.8M
|
-$1.42M
|
-6,918
|
-4%
|
|
|
233
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$35.3M
|
+$91K
|
+443
|
+0.2%
|
|
|
234
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$35M
|
-$253K
|
-1,229
|
-0.7%
|
|
|
235
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$34.9M
|
+$939K
|
+4,572
|
+3%
|
|
|
236
|
Ashford Advisors
Pittsford,
New York
|
$34.8M
|
-$12.2M
|
-59,488
|
-24%
|
|
|
237
|
Bessemer Group
Woodbridge,
New Jersey
|
$34.7M
|
+$84.4K
|
+411
|
+0.2%
|
|
|
238
|
Smith, Moore & Co
Clayton,
Missouri
|
$34.5M
|
-$1.7M
|
-8,289
|
-4%
|
|
|
239
|
Wade Financial Advisory
Campbell,
California
|
$34.4M
|
+$1.37M
|
+6,646
|
+4%
|
|
|
240
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$34.4M
|
+$649K
|
+3,157
|
+2%
|
|
|
241
|
Balentine LLC
Atlanta,
Georgia
|
$34.2M
|
+$679K
|
+3,303
|
+2%
|
|
|
242
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$33.9M
|
-$1.11M
|
-5,404
|
-3%
|
|
|
243
|
REDW Wealth
Albuquerque,
New Mexico
|
$32.9M
|
-$2.3M
|
-11,175
|
-6%
|
|
|
244
|
Mercer Global Advisors
Denver,
Colorado
|
$32.7M
|
+$935K
|
+4,549
|
+3%
|
|
|
245
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$32.6M
|
-$495K
|
-2,409
|
-2%
|
|
|
246
|
University of Maryland Foundation
Adelphi,
Maryland
|
$32M
|
+$15.4M
|
+75,090
|
+80%
|
|
|
247
|
Country Club Bank
Kansas City,
Missouri
|
$31.9M
|
+$5.9M
|
+28,741
|
+21%
|
|
|
248
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$31.7M
|
+$1.91M
|
+9,293
|
+6%
|
|
|
249
|
Trilogy Capital
Irvine,
California
|
$31.5M
|
+$748K
|
+3,640
|
+2%
|
|
|
250
|
St Louis Trust
Saint Louis,
Missouri
|
$31.5M
|
+$29M
|
+141,005
|
+541%
|
|
