|
1876
|
Arden Trust
Wilmington,
Delaware
|
$613M
|
+$21.4M
|
+4%
|
1.25%
|
22.5%
|
383
|
16.19%
|
|
|
1877
|
Gratus Capital
Atlanta,
Georgia
|
$613M
|
-$47K
|
-0%
|
2.78%
|
51.4%
|
183
|
9.29%
|
|
|
1878
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$612M
|
+$36M
|
+6%
|
1.55%
|
25.6%
|
172
|
11.63%
|
|
|
1879
|
Washington Trust Bank
Spokane,
Washington
|
$611M
|
-$3.75M
|
-0.6%
|
1.25%
|
69.3%
|
198
|
9.6%
|
|
|
1880
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$611M
|
+$56.2M
|
+10%
|
0.29%
|
46.9%
|
12
|
0%
|
|
|
1881
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$611M
|
+$24M
|
+4%
|
2.51%
|
60%
|
46
|
13.04%
|
|
|
1882
|
Presima Securities
Montreal,
Quebec, Canada
|
$610M
|
-$18.1M
|
-3%
|
4.64%
|
10.3%
|
37
|
2.7%
|
|
|
1883
|
CCM Investment Advisers
Columbia,
South Carolina
|
$609M
|
+$14.5M
|
+2%
|
3.52%
|
118%
|
73
|
13.7%
|
|
|
1884
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$609M
|
+$14.7M
|
+2%
|
0.56%
|
70.7%
|
109
|
4.59%
|
|
|
1885
|
Global Retirement Partners
San Rafael,
California
|
$608M
|
+$86.1M
|
+16%
|
1.09%
|
–
|
1,749
|
12.52%
|
|
|
1886
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$608M
|
+$11.3M
|
+2%
|
3.44%
|
111%
|
15
|
0%
|
|
|
1887
|
Avidian Wealth Enterprises
Houston,
Texas
|
$607M
|
+$184M
|
+44%
|
0.03%
|
63.7%
|
212
|
41.51%
|
|
|
1888
|
PSquared Asset Management
Zurich,
Switzerland
|
$607M
|
+$190M
|
+45%
|
2.52%
|
158%
|
8
|
62.5%
|
|
|
1889
|
Clark Estates Inc
New York
|
$607M
|
-$18.7M
|
-3%
|
0.27%
|
31.4%
|
98
|
14.29%
|
|
|
1890
|
Citizens Business Bank
Ontario,
California
|
$606M
|
+$2.24M
|
+0.4%
|
1.63%
|
84.4%
|
260
|
8.46%
|
|
|
1891
|
Munro Partners
Melbourne,
Australia
|
$606M
|
+$22.7M
|
+4%
|
1.67%
|
265%
|
34
|
35.29%
|
|
|
1892
|
Front Barnett Associates
Chicago,
Illinois
|
$604M
|
+$8.19M
|
+1%
|
2.13%
|
40.5%
|
122
|
5.74%
|
|
|
1893
|
Navellier & Associates
Reno,
Nevada
|
$604M
|
-$42.7M
|
-7%
|
0.59%
|
262%
|
309
|
24.92%
|
|
|
1894
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$604M
|
-$41.3M
|
-6%
|
1.44%
|
26.9%
|
142
|
30.28%
|
|
|
1895
|
Harvey Investment Company
Louisville,
Kentucky
|
$604M
|
+$9.98M
|
+2%
|
1.27%
|
48.4%
|
89
|
7.87%
|
|
|
1896
|
Ancient Art
Austin,
Texas
|
$603M
|
-$27.4M
|
-4%
|
1.93%
|
157%
|
19
|
21.05%
|
|
|
1897
|
Endurance Wealth Management
Providence,
Rhode Island
|
$603M
|
-$33.3M
|
-5%
|
1.02%
|
59%
|
557
|
15.62%
|
|
|
1898
|
Modera Wealth Management
Westwood,
New Jersey
|
$602M
|
+$54M
|
+10%
|
0.14%
|
57.5%
|
150
|
8%
|
|
|
1899
|
First Nebraska Trust
Lincoln,
Nebraska
|
$601M
|
+$29.1M
|
+5%
|
5.29%
|
48%
|
148
|
2.7%
|
|
|
1900
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
$601M
|
+$17.6M
|
+3%
|
1.53%
|
39.7%
|
142
|
47.18%
|
|