|
2301
|
Bennett Selby Investments
Falmouth,
Maine
|
$37.6M
|
+$157K
|
4
|
15.79%
|
Increased
|
|
|
2302
|
Torno Capital
Cohasset,
Massachusetts
|
$37.5M
|
-$355M
|
2
|
5.71%
|
Reduced
|
|
|
2303
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$37.5M
|
+$7.29M
|
18
|
13.16%
|
Increased
|
|
|
2304
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$37.5M
|
+$2.97M
|
6
|
8.94%
|
Increased
|
|
|
2305
|
Canal Capital Management
Richmond,
Virginia
|
$37.4M
|
+$682K
|
5
|
5.98%
|
Increased
|
|
|
2306
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$37.4M
|
-$1.08M
|
7
|
4.09%
|
Reduced
|
|
|
2307
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$37.4M
|
+$870K
|
6
|
7.31%
|
Increased
|
|
|
2308
|
Interval Partners
New York
|
$37.4M
|
-$94.8M
|
3
|
0.84%
|
Reduced
|
|
|
2309
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$37.4M
|
-$1.03M
|
8
|
5.02%
|
Reduced
|
|
|
2310
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$37.3M
|
+$1.83M
|
13
|
6.86%
|
Increased
|
|
|
2311
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$37.2M
|
-$127K
|
5
|
5.27%
|
Reduced
|
|
|
2312
|
Chapin Davis
Baltimore,
Maryland
|
$37.2M
|
+$3.91M
|
7
|
12.06%
|
Increased
|
|
|
2313
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$37.2M
|
+$13.1M
|
4
|
0.86%
|
Increased
|
|
|
2314
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$37.2M
|
+$1.36M
|
6
|
4.66%
|
Increased
|
|
|
2315
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$37.2M
|
-$3.49M
|
6
|
5%
|
Reduced
|
|
|
2316
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$37.2M
|
+$1.84M
|
6
|
1.23%
|
Increased
|
|
|
2317
|
Congress Park Capital
Saratoga Springs,
New York
|
$37.1M
|
-$4.5M
|
8
|
13.74%
|
Reduced
|
|
|
2318
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$37.1M
|
-$84.6K
|
6
|
21.74%
|
Reduced
|
|
|
2319
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$37M
|
+$9.1M
|
7
|
6.09%
|
Increased
|
|
|
2320
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$37M
|
-$363K
|
7
|
11.12%
|
Reduced
|
|
|
2321
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$36.9M
|
+$37.7M
|
8
|
8.05%
|
New
|
|
|
2322
|
Platform Technology Partners
New York
|
$36.9M
|
-$778K
|
8
|
11.6%
|
Reduced
|
|
|
2323
|
Montecito Bank & Trust
Santa Barbara,
California
|
$36.8M
|
+$3.78M
|
5
|
6.27%
|
Increased
|
|
|
2324
|
Westmount Partners
Los Angeles,
California
|
$36.8M
|
+$4.93M
|
6
|
11.07%
|
Increased
|
|
|
2325
|
CIC Wealth
Rockville,
Maryland
|
$36.8M
|
-$574K
|
7
|
9.51%
|
Reduced
|
|
