|
276
|
Tarbox Family Office
Newport Beach,
California
|
$29.7M
|
-$687K
|
-9,182
|
-2%
|
|
|
277
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$29.5M
|
+$656K
|
+8,762
|
+2%
|
|
|
278
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$29.4M
|
-$202K
|
-2,700
|
-0.7%
|
|
|
279
|
Montis Financial
Waltham,
Massachusetts
|
$28.8M
|
+$5.12M
|
+68,421
|
+23%
|
|
|
280
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$28.7M
|
-$1.76M
|
-23,486
|
-6%
|
|
|
281
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$28.4M
|
-$261K
|
-3,489
|
-0.9%
|
|
|
282
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$28.4M
|
+$4.69M
|
+62,669
|
+21%
|
|
|
283
|
Axiom Investors
Greenwich,
Connecticut
|
$28.1M
|
+$5.37M
|
+71,800
|
+25%
|
|
|
284
|
Opus Capital Group
Cincinnati,
Ohio
|
$28.1M
|
+$225K
|
+3,012
|
+0.8%
|
|
|
285
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$28.1M
|
–
|
–
|
–
|
|
|
286
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$28.1M
|
+$5.09M
|
+68,019
|
+23%
|
|
|
287
|
Private Advisor Group
Morristown,
New Jersey
|
$27.8M
|
+$622K
|
+8,303
|
+2%
|
|
|
288
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$27.6M
|
+$391K
|
+5,224
|
+2%
|
|
|
289
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$27.1M
|
-$152K
|
-2,026
|
-0.6%
|
|
|
290
|
Summit Financial
Parsippany,
New Jersey
|
$26.8M
|
+$952K
|
+12,721
|
+4%
|
|
|
291
|
New England Asset Management
Farmington,
Connecticut
|
$26.8M
|
–
|
–
|
–
|
|
|
292
|
Allen Investment Management
New York
|
$26.6M
|
–
|
–
|
–
|
|
|
293
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$26.3M
|
+$1.75M
|
+23,333
|
+7%
|
|
|
294
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$26M
|
+$1.74M
|
+23,300
|
+8%
|
|
|
295
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$26M
|
+$10.7M
|
+143,258
|
+76%
|
|
|
296
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$25.9M
|
+$1.01M
|
+13,547
|
+4%
|
|
|
297
|
RPTC Inc
Jackson,
Wyoming
|
$25.8M
|
-$1.02M
|
-13,590
|
-4%
|
|
|
298
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$25.3M
|
+$760K
|
+10,159
|
+3%
|
|
|
299
|
Financial Advocates Investment Management
Olympia,
Washington
|
$25.2M
|
+$2.44M
|
+32,609
|
+11%
|
|
|
300
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$25.2M
|
+$712K
|
+9,506
|
+3%
|
|
