|
1551
|
Univest Financial
Souderton,
Pennsylvania
|
$1.53B
|
-$54.6M
|
-3%
|
2.34%
|
60.6%
|
291
|
12.03%
|
|
|
1552
|
Main Street Research
Lakeville,
Connecticut
|
$1.53B
|
-$74.6M
|
-5%
|
0.43%
|
159%
|
124
|
29.84%
|
|
|
1553
|
Seilern Investment Management
London,
United Kingdom
|
$1.53B
|
-$225M
|
-13%
|
5.81%
|
–
|
23
|
8.7%
|
|
|
1554
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.53B
|
-$60.6M
|
-4%
|
0.09%
|
88.9%
|
270
|
10.74%
|
|
|
1555
|
Adero Partners
Pleasanton,
California
|
$1.53B
|
-$22.9M
|
-1%
|
2.09%
|
27.7%
|
280
|
13.93%
|
|
|
1556
|
Courier Capital
Buffalo,
New York
|
$1.53B
|
+$78.5M
|
+5%
|
0.99%
|
64.1%
|
387
|
10.85%
|
|
|
1557
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.53B
|
-$306M
|
-17%
|
4.37%
|
77.5%
|
177
|
12.99%
|
|
|
1558
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.53B
|
-$31.2M
|
-2%
|
1.93%
|
106%
|
264
|
14.77%
|
|
|
1559
|
Electron Capital Partners
New York
|
$1.52B
|
-$398M
|
-21%
|
1.45%
|
269%
|
48
|
35.42%
|
|
|
1560
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.52B
|
+$44M
|
+3%
|
0.54%
|
83.8%
|
482
|
15.56%
|
|
|
1561
|
Nuance Investments
Kansas City,
Missouri
|
$1.52B
|
-$955M
|
-39%
|
6.25%
|
6.33%
|
58
|
24.14%
|
|
|
1562
|
Compass Capital Management
Minneapolis,
Minnesota
|
$1.52B
|
-$5.3M
|
-0.3%
|
1.9%
|
47.1%
|
38
|
7.89%
|
|
|
1563
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.52B
|
-$40.2M
|
-3%
|
1.88%
|
67.5%
|
268
|
3.36%
|
|
|
1564
|
|
$1.51B
|
+$832M
|
+122%
|
6.45%
|
303%
|
115
|
63.48%
|
|
|
1565
|
Investure LLC
Charlottesville,
Virginia
|
$1.51B
|
-$177M
|
-10%
|
2.39%
|
46.1%
|
16
|
6.25%
|
|
|
1566
|
Western Wealth Management
Golden,
Colorado
|
$1.51B
|
-$23.6M
|
-2%
|
2.54%
|
70.1%
|
709
|
11.14%
|
|
|
1567
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.51B
|
-$17.2M
|
-1%
|
0.5%
|
79.2%
|
265
|
6.79%
|
|
|
1568
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.51B
|
-$103M
|
-6%
|
1.36%
|
97.4%
|
350
|
14.57%
|
|
|
1569
|
LMCG Investments
Boston,
Massachusetts
|
$1.51B
|
-$124M
|
-8%
|
1.65%
|
125%
|
239
|
7.11%
|
|
|
1570
|
|
$1.5B
|
-$232M
|
-13%
|
0.44%
|
54.1%
|
446
|
18.16%
|
|
|
1571
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$1.5B
|
-$57.1M
|
-4%
|
3.12%
|
46.9%
|
45
|
17.78%
|
|
|
1572
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.49B
|
-$32.5M
|
-2%
|
0.9%
|
78.6%
|
3,128
|
9.08%
|
|
|
1573
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.49B
|
-$20.2M
|
-1%
|
1.6%
|
63.8%
|
326
|
6.13%
|
|
|
1574
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$1.49B
|
+$114M
|
+8%
|
10.8%
|
64%
|
72
|
2.78%
|
|
|
1575
|
Evensky & Katz
Coral Gables,
Florida
|
$1.49B
|
-$37.8M
|
-2%
|
2.19%
|
57.1%
|
78
|
0%
|
|