|
3301
|
|
$510M
|
-$150M
|
-23%
|
|
|
1
|
|
|
|
3302
|
ESL Trust Services
Rochester,
New York
|
$510M
|
+$20.1M
|
+4%
|
|
|
310
|
|
|
|
3303
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$509M
|
+$32.8M
|
+7%
|
|
|
113
|
|
|
|
3304
|
Irenic Capital Management
New York
|
$509M
|
+$54.7M
|
+12%
|
|
|
29
|
|
|
|
3305
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$509M
|
+$24.6M
|
+5%
|
|
|
194
|
|
|
|
3306
|
AA Financial Advisors
Columbus,
Ohio
|
$509M
|
+$44.8M
|
+10%
|
|
|
201
|
|
|
|
3307
|
Mengis Capital Management
Portland,
Oregon
|
$509M
|
+$37.9M
|
+8%
|
|
|
211
|
|
|
|
3308
|
Legacy Trust
Grand Rapids,
Michigan
|
$507M
|
+$99.5M
|
+24%
|
|
|
190
|
|
|
|
3309
|
Greenfield FTC
Reno,
Nevada
|
$507M
|
+$36.1M
|
+8%
|
|
|
3
|
|
|
|
3310
|
ERn Financial LLC
Middleton,
Wisconsin
|
$506M
|
+$32.5M
|
+7%
|
|
|
152
|
|
|
|
3311
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$506M
|
–
|
–
|
|
|
998
|
|
|
|
3312
|
Mission Creek Capital Partners
San Francisco,
California
|
$506M
|
+$55.7M
|
+12%
|
|
|
208
|
|
|
|
3313
|
Madison Wealth Partners
Madison,
Wisconsin
|
$506M
|
+$47.6M
|
+10%
|
|
|
189
|
|
|
|
3314
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$506M
|
+$38.6M
|
+8%
|
|
|
121
|
|
|
|
3315
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$506M
|
+$55.5M
|
+12%
|
|
|
417
|
|
|
|
3316
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$505M
|
+$52.8M
|
+12%
|
|
|
133
|
|
|
|
3317
|
Asset Allocation Strategies
Farmington,
Michigan
|
$505M
|
+$52.6M
|
+12%
|
|
|
152
|
|
|
|
3318
|
Dash Acquisitions
Woodland Hills,
California
|
$504M
|
+$32M
|
+7%
|
|
|
74
|
|
|
|
3319
|
McRae Capital Management
Morristown,
New Jersey
|
$504M
|
+$15.4M
|
+3%
|
|
|
106
|
|
|
|
3320
|
Johnson & Johnson
New Brunswick,
New Jersey
|
$504M
|
+$170M
|
+51%
|
|
|
20
|
|
|
|
3321
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$503M
|
–
|
–
|
|
|
98
|
|
|
|
3322
|
Paloma Partners
Greenwich,
Connecticut
|
$503M
|
+$61.5M
|
+14%
|
|
|
131
|
|
|
|
3323
|
West Paces Advisors
Atlanta,
Georgia
|
$502M
|
+$32.4M
|
+7%
|
|
|
216
|
|
|
|
3324
|
Chemung Canal Trust
Elmira,
New York
|
$502M
|
+$25.6M
|
+5%
|
|
|
120
|
|
|
|
3325
|
M & L Capital Management
London,
United Kingdom
|
$501M
|
+$58.2M
|
+13%
|
|
|
31
|
|
|