|
1451
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$38.9M
|
-$1.85M
|
6
|
13.16%
|
Reduced
|
|
|
1452
|
Blue Whale Capital
London,
United Kingdom
|
$38.7M
|
+$36.6M
|
3
|
19.44%
|
New
|
|
|
1453
|
Regent Investment Management
Louisville,
Kentucky
|
$38.7M
|
-$1.16M
|
7
|
11.82%
|
Reduced
|
|
|
1454
|
Pathstone Family Office
Englewood,
New Jersey
|
$38.6M
|
-$213K
|
8
|
4.19%
|
Reduced
|
|
|
1455
|
Focus Financial Network
Minneapolis,
Minnesota
|
$38.6M
|
-$182K
|
8
|
4.73%
|
Reduced
|
|
|
1456
|
NBT Bank
Norwich,
New York
|
$38.6M
|
+$526K
|
6
|
6.08%
|
Increased
|
|
|
1457
|
Equitable Holdings
New York
|
$38.5M
|
+$36.6M
|
11
|
1.13%
|
New
|
|
|
1458
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$38.5M
|
+$1.22M
|
6
|
8.22%
|
Increased
|
|
|
1459
|
ProVise Management Group
Clearwater,
Florida
|
$38.5M
|
-$346K
|
6
|
4.73%
|
Reduced
|
|
|
1460
|
Peconic Partners
New York
|
$38.5M
|
+$27.7M
|
3
|
7.84%
|
Increased
|
|
|
1461
|
Linscomb Wealth
Houston,
Texas
|
$38.4M
|
+$3.73M
|
9
|
2.51%
|
Increased
|
|
|
1462
|
Stewart & Patten Company
Lafayette,
California
|
$38.4M
|
-$2.65M
|
6
|
6.47%
|
Reduced
|
|
|
1463
|
Thompson Investment Management
Madison,
Wisconsin
|
$38.3M
|
-$1.54M
|
6
|
6.2%
|
Reduced
|
|
|
1464
|
North Peak Capital Management
New York
|
$38.3M
|
+$5.04M
|
1
|
10.36%
|
Increased
|
|
|
1465
|
Belpointe Asset Management
Reno,
Nevada
|
$38.3M
|
+$1.51M
|
10
|
4.86%
|
Increased
|
|
|
1466
|
Torray Investment Partners
Bethesda,
Maryland
|
$38.2M
|
-$53.2M
|
5
|
6.58%
|
Reduced
|
|
|
1467
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$38.2M
|
+$351K
|
6
|
8.48%
|
Increased
|
|
|
1468
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$38.2M
|
+$39.5K
|
7
|
3.01%
|
Increased
|
|
|
1469
|
Coastline Trust
Providence,
Rhode Island
|
$38.2M
|
-$96K
|
7
|
5.29%
|
Reduced
|
|
|
1470
|
Winch Advisory Services
Appleton,
Wisconsin
|
$38.2M
|
-$689K
|
8
|
18.1%
|
Reduced
|
|
|
1471
|
Princeton Capital Management
Red Bank,
New Jersey
|
$38M
|
-$30K
|
6
|
17.02%
|
Reduced
|
|
|
1472
|
Fulcrum Capital
Seattle,
Washington
|
$38M
|
-$606K
|
6
|
11.78%
|
Reduced
|
|
|
1473
|
Spinnaker Trust
Portland,
Maine
|
$38M
|
+$4.98M
|
7
|
3.47%
|
Increased
|
|
|
1474
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$37.9M
|
+$443K
|
9
|
7.63%
|
Increased
|
|
|
1475
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$37.9M
|
+$150K
|
5
|
10.97%
|
Increased
|
|
