|
401
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.29M
|
+$1.53M
|
+36,590
|
+200%
|
|
|
402
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.27M
|
+$70.6K
|
+1,685
|
+3%
|
|
|
403
|
Brandes Investment Partners
La Jolla,
California
|
$2.27M
|
+$2.28M
|
+54,370
|
New
|
|
|
404
|
Huntington Steele
Oaks,
Pennsylvania
|
$2.27M
|
+$82.1K
|
+1,961
|
+4%
|
|
|
405
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$2.25M
|
+$101K
|
+2,411
|
+5%
|
|
|
406
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$2.25M
|
-$288K
|
-6,871
|
-11%
|
|
|
407
|
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
$2.25M
|
-$90.1K
|
-2,151
|
-4%
|
|
|
408
|
FDx Advisors
Chicago,
Illinois
|
$2.21M
|
+$2.22M
|
+53,006
|
New
|
|
|
409
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2.2M
|
+$2.2M
|
+52,554
|
New
|
|
|
410
|
United Capital Financial Advisors
Irving,
Texas
|
$2.19M
|
-$36.3M
|
-867,694
|
-94%
|
|
|
411
|
M&T Bank
Buffalo,
New York
|
$2.18M
|
-$174K
|
-4,165
|
-7%
|
|
|
412
|
Lourd Capital
Beverly Hills,
California
|
$2.16M
|
+$569K
|
+13,600
|
+36%
|
|
|
413
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2.12M
|
-$8.86M
|
-211,696
|
-81%
|
|
|
414
|
Silvercrest Asset Management
New York
|
$2.11M
|
-$6.49K
|
-155
|
-0.3%
|
|
|
415
|
Parsec Financial Management
Asheville,
North Carolina
|
$2.08M
|
+$5.82K
|
+139
|
+0.3%
|
|
|
416
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.07M
|
+$6.28K
|
+150
|
+0.3%
|
|
|
417
|
John G. Ullman & Associates
Corning,
New York
|
$2.07M
|
+$1.18M
|
+28,100
|
+132%
|
|
|
418
|
SouthState Corp
Winter Haven,
Florida
|
$2.01M
|
+$297K
|
+7,081
|
+17%
|
|
|
419
|
Addenda Capital
Montreal,
Quebec, Canada
|
$2.01M
|
–
|
–
|
–
|
|
|
420
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2M
|
-$217K
|
-5,180
|
-10%
|
|
|
421
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$1.98M
|
-$693K
|
-16,538
|
-26%
|
|
|
422
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$1.96M
|
+$490K
|
+11,710
|
+33%
|
|
|
423
|
Cornerstone Capital Management Holdings
New York
|
$1.94M
|
+$1.95M
|
+46,451
|
New
|
|
|
424
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.94M
|
+$290K
|
+6,915
|
+18%
|
|
|
425
|
Putnam Investments
Boston,
Massachusetts
|
$1.94M
|
-$246K
|
-5,868
|
-11%
|
|
