|
301
|
Avantax Advisory Services
Dallas,
Texas
|
$5.62M
|
+$449K
|
+1
|
+9%
|
|
|
302
|
Keel Point
Huntsville,
Alabama
|
$5.62M
|
+$5.39M
|
+12
|
New
|
|
|
303
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$5.62M
|
–
|
–
|
–
|
|
|
304
|
Essex Financial Services
Essex,
Connecticut
|
$5.62M
|
–
|
–
|
–
|
|
|
305
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$5.16M
|
–
|
–
|
–
|
|
|
306
|
Red Cedar Capital
Omaha,
Nebraska
|
$5.16M
|
–
|
–
|
–
|
|
|
307
|
Spinnaker Trust
Portland,
Maine
|
$5.16M
|
–
|
–
|
–
|
|
|
308
|
Evercore Wealth Management
New York
|
$5.16M
|
-$2.69M
|
-6
|
-35%
|
|
|
309
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.16M
|
-$898K
|
-2
|
-15%
|
|
|
310
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$5.16M
|
–
|
–
|
–
|
|
|
311
|
First Foundation Advisors
Irvine,
California
|
$5.16M
|
–
|
–
|
–
|
|
|
312
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.16M
|
–
|
–
|
–
|
|
|
313
|
Montag & Associates
Atlanta,
Georgia
|
$5.16M
|
–
|
–
|
–
|
|
|
314
|
Pacific Global Investment Management
Glendale,
California
|
$5.16M
|
–
|
–
|
–
|
|
|
315
|
United Capital Financial Advisors
Irving,
Texas
|
$5.16M
|
+$449K
|
+1
|
+10%
|
|
|
316
|
Cresset Asset Management
Chicago,
Illinois
|
$5.16M
|
+$1.8M
|
+4
|
+57%
|
|
|
317
|
Schulhoff & Co
Cincinnati,
Ohio
|
$5.16M
|
–
|
–
|
–
|
|
|
318
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4.69M
|
–
|
–
|
–
|
|
|
319
|
Allen Investment Management
New York
|
$4.69M
|
–
|
–
|
–
|
|
|
320
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$4.69M
|
–
|
–
|
–
|
|
|
321
|
Bellecapital
Zurich,
Switzerland
|
$4.69M
|
–
|
–
|
–
|
|
|
322
|
Courant Investment Management
Franklin,
Tennessee
|
$4.69M
|
–
|
–
|
–
|
|
|
323
|
Edge Capital Group
Atlanta,
Georgia
|
$4.69M
|
–
|
–
|
–
|
|
|
324
|
Huntington National Bank
Columbus,
Ohio
|
$4.69M
|
–
|
–
|
–
|
|
|
325
|
John W. Bristol & Co
New York
|
$4.69M
|
–
|
–
|
–
|
|
