|
1801
|
Parcion Private Wealth
Bellevue,
Washington
|
$34.6M
|
-$4.23M
|
8
|
3.87%
|
Reduced
|
|
|
1802
|
Summit Financial
Parsippany,
New Jersey
|
$34.6M
|
+$2.83M
|
7
|
3.27%
|
Increased
|
|
|
1803
|
Union Investments & Development
Tel Aviv,
Israel
|
$34.5M
|
$0
|
4
|
15.55%
|
Maintained
|
|
|
1804
|
Cozad Asset Management
Champaign,
Illinois
|
$34.5M
|
-$112K
|
7
|
5.6%
|
Reduced
|
|
|
1805
|
Telemark Asset Management
Boston,
Massachusetts
|
$34.5M
|
-$17.9M
|
2
|
5.42%
|
Reduced
|
|
|
1806
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$34.4M
|
+$3.6M
|
8
|
1.13%
|
Increased
|
|
|
1807
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$34.3M
|
-$1.82M
|
7
|
3.35%
|
Reduced
|
|
|
1808
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$34.1M
|
-$117K
|
5
|
4.92%
|
Reduced
|
|
|
1809
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$34.1M
|
-$657K
|
9
|
7.61%
|
Reduced
|
|
|
1810
|
SRS Investment Management
New York
|
$34.1M
|
-$34.1M
|
1
|
0.67%
|
Reduced
|
|
|
1811
|
Holderness Investments Company
Greensboro,
North Carolina
|
$34.1M
|
-$606K
|
7
|
15.48%
|
Reduced
|
|
|
1812
|
Perennial Advisors
New York
|
$34M
|
+$1.11M
|
4
|
11.16%
|
Increased
|
|
|
1813
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$34M
|
+$165K
|
20
|
3.23%
|
Increased
|
|
|
1814
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$34M
|
-$909K
|
6
|
3.27%
|
Reduced
|
|
|
1815
|
Portolan Capital Management
Boston,
Massachusetts
|
$34M
|
-$5.48M
|
6
|
3.59%
|
Reduced
|
|
|
1816
|
Arthedge Capital Management
Jericho,
New York
|
$34M
|
+$1.32M
|
4
|
34.62%
|
Increased
|
|
|
1817
|
Central Bank & Trust
Lexington,
Kentucky
|
$33.9M
|
+$790K
|
8
|
7.29%
|
Increased
|
|
|
1818
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$33.9M
|
-$261K
|
6
|
1.37%
|
Reduced
|
|
|
1819
|
Cinctive Capital Management
New York
|
$33.9M
|
-$967K
|
5
|
1.42%
|
Reduced
|
|
|
1820
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$33.9M
|
+$114K
|
4
|
10.92%
|
Increased
|
|
|
1821
|
|
$33.8M
|
-$6.77M
|
9
|
4.33%
|
Reduced
|
|
|
1822
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$33.8M
|
+$80.1K
|
4
|
6.74%
|
Increased
|
|
|
1823
|
Elk River Wealth Management
Denver,
Colorado
|
$33.6M
|
+$1.84M
|
5
|
8.87%
|
Increased
|
|
|
1824
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$33.6M
|
-$2.46M
|
5
|
5.99%
|
Reduced
|
|
|
1825
|
Quantum Private Wealth
Tampa,
Florida
|
$33.5M
|
-$1.12M
|
8
|
20.93%
|
Reduced
|
|
