|
1601
|
Edge Wealth Management
New York
|
$40.4M
|
-$3.49M
|
3
|
9.39%
|
Reduced
|
|
|
1602
|
First Western Trust Bank
Denver,
Colorado
|
$40.3M
|
+$950K
|
6
|
2.31%
|
Increased
|
|
|
1603
|
Invictus Private Wealth
Denver,
Colorado
|
$40.3M
|
+$42M
|
7
|
5.19%
|
New
|
|
|
1604
|
Mengis Capital Management
Portland,
Oregon
|
$40.3M
|
+$486K
|
6
|
8.78%
|
Increased
|
|
|
1605
|
First Nebraska Trust
Lincoln,
Nebraska
|
$40.2M
|
+$130K
|
7
|
5.24%
|
Increased
|
|
|
1606
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$40.1M
|
+$17.5M
|
1
|
5.41%
|
Increased
|
|
|
1607
|
Vision Capital Management
Portland,
Oregon
|
$40.1M
|
+$618K
|
3
|
7.67%
|
Increased
|
|
|
1608
|
Soltis Investment Advisors
St. George,
Utah
|
$40M
|
+$4.44M
|
7
|
5.27%
|
Increased
|
|
|
1609
|
Private Trust Company
Cleveland,
Ohio
|
$40M
|
-$961K
|
20
|
5.94%
|
Reduced
|
|
|
1610
|
CreativeOne Wealth
Overland Park,
Kansas
|
$39.9M
|
-$203K
|
10
|
2.2%
|
Reduced
|
|
|
1611
|
Bellevue Asset Management
Bellevue,
Washington
|
$39.9M
|
+$3.42M
|
10
|
30.85%
|
Increased
|
|
|
1612
|
|
$39.8M
|
-$25.9M
|
1
|
11.78%
|
Reduced
|
|
|
1613
|
Arrow Financial
Glens Falls,
New York
|
$39.8M
|
-$1.13M
|
9
|
5.4%
|
Reduced
|
|
|
1614
|
Valicenti Advisory Services
Elmira,
New York
|
$39.6M
|
-$4.38M
|
6
|
14.43%
|
Reduced
|
|
|
1615
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$39.6M
|
+$38.8M
|
5
|
7.51%
|
New
|
|
|
1616
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$39.6M
|
-$1.16M
|
6
|
2.61%
|
Reduced
|
|
|
1617
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$39.4M
|
-$4.42M
|
9
|
2.42%
|
Reduced
|
|
|
1618
|
Ashburton (Jersey)
St Helier,
Jersey
|
$39.4M
|
-$1.76M
|
5
|
22.11%
|
Reduced
|
|
|
1619
|
WealthPLAN Partners
Omaha,
Nebraska
|
$39.3M
|
+$37.9M
|
6
|
2.75%
|
New
|
|
|
1620
|
Granahan Investment Management
Waltham,
Massachusetts
|
$39.3M
|
+$3.7M
|
3
|
1.2%
|
Increased
|
|
|
1621
|
Legacy Private Trust
Neenah,
Wisconsin
|
$39.2M
|
+$1.31M
|
5
|
3.55%
|
Increased
|
|
|
1622
|
John G. Ullman & Associates
Corning,
New York
|
$39.2M
|
+$3.33M
|
8
|
6.25%
|
Increased
|
|
|
1623
|
Dash Acquisitions
Woodland Hills,
California
|
$39.2M
|
-$501K
|
5
|
20.61%
|
Reduced
|
|
|
1624
|
Rice Partnership
Honolulu,
Hawaii
|
$39.1M
|
+$600K
|
5
|
12.35%
|
Increased
|
|
|
1625
|
Auxier Asset Management
Aurora,
Oregon
|
$39.1M
|
-$144K
|
7
|
6.75%
|
Reduced
|
|