|
2201
|
Private Trust Company
Cleveland,
Ohio
|
$1.25B
|
+$131M
|
+12%
|
16.8%
|
79.6%
|
2,833
|
12.39%
|
|
|
2202
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.25B
|
+$98.5M
|
+9%
|
6.25%
|
26.8%
|
103
|
11.65%
|
|
|
2203
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$1.25B
|
+$48.9M
|
+4%
|
4.3%
|
121%
|
2
|
0%
|
|
|
2204
|
AWM Capital
Phoenix,
Arizona
|
$1.25B
|
+$144M
|
+13%
|
10.5%
|
46.9%
|
131
|
20.61%
|
|
|
2205
|
SP Asset Management
Cupertino,
California
|
$1.25B
|
+$114M
|
+10%
|
17.6%
|
92.4%
|
140
|
17.14%
|
|
|
2206
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.25B
|
+$50.3M
|
+4%
|
8.62%
|
88.7%
|
318
|
4.72%
|
|
|
2207
|
|
$1.25B
|
+$93.4M
|
+8%
|
11.5%
|
69.8%
|
264
|
14.02%
|
|
|
2208
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.24B
|
+$243M
|
+24%
|
11.6%
|
56%
|
569
|
33.92%
|
|
|
2209
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.24B
|
+$115M
|
+10%
|
11.9%
|
–
|
2,018
|
33.1%
|
|
|
2210
|
|
$1.24B
|
+$174M
|
+16%
|
93.9%
|
–
|
40
|
90%
|
|
|
2211
|
Diameter Capital Partners
New York
|
$1.24B
|
+$172M
|
+16%
|
0.42%
|
378%
|
45
|
57.78%
|
|
|
2212
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.24B
|
+$125M
|
+11%
|
12.4%
|
58.2%
|
340
|
10.29%
|
|
|
2213
|
United Services Automobile Association
San Antonio,
Texas
|
$1.24B
|
+$389M
|
+46%
|
1.24%
|
31.8%
|
15
|
6.67%
|
|
|
2214
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$1.24B
|
+$202M
|
+19%
|
28.9%
|
136%
|
552
|
5.8%
|
|
|
2215
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.24B
|
+$156M
|
+14%
|
18.8%
|
67.9%
|
236
|
9.75%
|
|
|
2216
|
a16z Perennial Management
Menlo Park,
California
|
$1.24B
|
+$32.7M
|
+3%
|
4.97%
|
–
|
173
|
75.72%
|
|
|
2217
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.24B
|
+$97.2M
|
+9%
|
11.6%
|
75.4%
|
365
|
8.49%
|
|
|
2218
|
Caldwell Trust
Venice,
Florida
|
$1.24B
|
+$117M
|
+10%
|
15.4%
|
87%
|
851
|
12.57%
|
|
|
2219
|
Continuum Advisory
Eagle,
Idaho
|
$1.24B
|
+$194M
|
+19%
|
17.1%
|
77%
|
1,992
|
77.56%
|
|
|
2220
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.23B
|
+$183M
|
+17%
|
18.1%
|
–
|
347
|
11.53%
|
|
|
2221
|
Kintegral Advisory
New York
|
$1.23B
|
+$178M
|
+17%
|
27.3%
|
124%
|
234
|
0.43%
|
|
|
2222
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.23B
|
+$119M
|
+11%
|
8.32%
|
38.6%
|
148
|
8.78%
|
|
|
2223
|
Oxbow Advisors
Austin,
Texas
|
$1.23B
|
+$54.2M
|
+5%
|
0.02%
|
66.3%
|
280
|
17.86%
|
|
|
2224
|
Sandhill Capital Partners
Buffalo,
New York
|
$1.23B
|
+$67.4M
|
+6%
|
18.5%
|
64.9%
|
107
|
19.63%
|
|
|
2225
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.23B
|
–
|
–
|
9.76%
|
–
|
203
|
–
|
|