|
276
|
Summit Financial Strategies
Columbus,
Ohio
|
$40.3M
|
-$589K
|
-2,006
|
-2%
|
|
|
277
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$40.2M
|
+$1.02M
|
+3,474
|
+3%
|
|
|
278
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$40.1M
|
+$4.92M
|
+16,748
|
+15%
|
|
|
279
|
Community Bank
Dewitt,
New York
|
$40.1M
|
+$12.1M
|
+41,310
|
+47%
|
|
|
280
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$39.4M
|
-$6.99M
|
-23,813
|
-16%
|
|
|
281
|
Credit Suisse
Zurich,
Switzerland
|
$39.3M
|
+$22.6M
|
+77,081
|
+154%
|
|
|
282
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$39.3M
|
+$8.71M
|
+29,665
|
+31%
|
|
|
283
|
Single Point Partners
Boston,
Massachusetts
|
$39.2M
|
+$1.08M
|
+3,682
|
+3%
|
|
|
284
|
Valeo Financial Advisors
Carmel,
Indiana
|
$38.6M
|
+$3.12M
|
+10,615
|
+9%
|
|
|
285
|
ESL Trust Services
Rochester,
New York
|
$38.3M
|
-$21.6M
|
-73,435
|
-37%
|
|
|
286
|
Allstate Corporation
Northbrook,
Illinois
|
$37.6M
|
-$420K
|
-1,429
|
-1%
|
|
|
287
|
Mutual Advisors
Omaha,
Nebraska
|
$37.5M
|
-$2.26M
|
-7,690
|
-6%
|
|
|
288
|
CIBC World Market
Toronto,
Ontario, Canada
|
$37.4M
|
-$988K
|
-3,366
|
-3%
|
|
|
289
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$37.3M
|
+$13.3M
|
+45,365
|
+60%
|
|
|
290
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$37.1M
|
+$1.1M
|
+3,730
|
+3%
|
|
|
291
|
55I LLC
Boston,
Massachusetts
|
$37M
|
+$11.9M
|
+40,545
|
+51%
|
|
|
292
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$36.9M
|
-$586K
|
-1,996
|
-2%
|
|
|
293
|
Palladium Partners
Norfolk,
Virginia
|
$36.9M
|
+$1.32M
|
+4,497
|
+4%
|
|
|
294
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$36.9M
|
-$52.4M
|
-178,500
|
-60%
|
|
|
295
|
|
$36.8M
|
-$122M
|
-415,617
|
-78%
|
|
|
296
|
Wela Strategies
Atlanta,
Georgia
|
$36.8M
|
-$315K
|
-1,074
|
-0.9%
|
|
|
297
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$36.5M
|
-$1.44M
|
-4,906
|
-4%
|
|
|
298
|
White Mountains Advisors
Guilford,
Connecticut
|
$35.8M
|
–
|
–
|
–
|
|
|
299
|
Emery Howard Portfolio Management
Burlingame,
California
|
$35.8M
|
-$3.38M
|
-11,527
|
-9%
|
|
|
300
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$35.4M
|
+$285K
|
+971
|
+0.9%
|
|
