|
826
|
Caldwell Trust
Venice,
Florida
|
$37.6M
|
-$1.24M
|
-17,080
|
-4%
|
|
|
827
|
Rockline Wealth Management
Plainview,
New York
|
$37.4M
|
+$1.87M
|
+25,800
|
+7%
|
|
|
828
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$37.4M
|
+$583K
|
+8,040
|
+2%
|
|
|
829
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$37.4M
|
+$3.18M
|
+43,930
|
+12%
|
|
|
830
|
Evergreen Capital Management
Bellevue,
Washington
|
$37.3M
|
+$1.33M
|
+18,290
|
+5%
|
|
|
831
|
Good Life Advisors
Reading,
Pennsylvania
|
$37.2M
|
-$644K
|
-8,880
|
-2%
|
|
|
832
|
Concurrent Investment Advisors
Tampa,
Florida
|
$37.2M
|
+$162K
|
+2,240
|
+0.5%
|
|
|
833
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$37.1M
|
-$91.3K
|
-1,260
|
-0.3%
|
|
|
834
|
Princeton Capital Management
Red Bank,
New Jersey
|
$37.1M
|
-$446K
|
-6,150
|
-1%
|
|
|
835
|
Montag & Caldwell
Atlanta,
Georgia
|
$37M
|
-$346K
|
-4,770
|
-1%
|
|
|
836
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$36.9M
|
+$873K
|
+12,040
|
+3%
|
|
|
837
|
WestEnd Advisors
Charlotte,
North Carolina
|
$36.3M
|
-$637K
|
-8,790
|
-2%
|
|
|
838
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$36.3M
|
+$531K
|
+7,330
|
+2%
|
|
|
839
|
BOCHK Asset Management
Hong Kong
|
$36.2M
|
+$4.46M
|
+61,550
|
+18%
|
|
|
840
|
Ardmore Road Asset Management
New York
|
$36.1M
|
-$25.4M
|
-350,000
|
-47%
|
|
|
841
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$36.1M
|
-$13.7M
|
-188,710
|
-32%
|
|
|
842
|
Miracle Mile Advisors
Los Angeles,
California
|
$36M
|
+$1.45M
|
+20,030
|
+5%
|
|
|
843
|
Hantz Financial Services
Southfield,
Michigan
|
$36M
|
-$6M
|
-82,740
|
-17%
|
|
|
844
|
International Assets Investment Management
Orlando,
Florida
|
$35.9M
|
+$4.1M
|
+56,600
|
+17%
|
|
|
845
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$35.8M
|
-$899K
|
-12,410
|
-3%
|
|
|
846
|
NorthRock Partners
Minneapolis,
Minnesota
|
$35.7M
|
+$1.14M
|
+15,720
|
+2%
|
|
|
847
|
Brown Brothers Harriman & Co
New York
|
$35.7M
|
+$1.67M
|
+23,030
|
+6%
|
|
|
848
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$35.6M
|
-$92K
|
-1,270
|
-0.3%
|
|
|
849
|
Granite Investment Partners
El Segundo,
California
|
$35.6M
|
-$6.43M
|
-88,680
|
-18%
|
|
|
850
|
KCM Investment Advisors
Greenbrae,
California
|
$35.5M
|
-$3.34M
|
-46,090
|
-11%
|
|
