|
1926
|
McIlrath & Eck
Arlington,
Washington
|
$44.9M
|
-$106K
|
15
|
7.9%
|
Reduced
|
|
|
1927
|
West Branch Capital
Amherst,
Massachusetts
|
$44.9M
|
+$1.94M
|
13
|
21.1%
|
Increased
|
|
|
1928
|
Sunbelt Securities
Houston,
Texas
|
$44.9M
|
-$509K
|
23
|
5.65%
|
Reduced
|
|
|
1929
|
Westwind Capital
Las Cruces,
New Mexico
|
$44.8M
|
-$112K
|
4
|
12.22%
|
Reduced
|
|
|
1930
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$44.8M
|
+$7.75M
|
8
|
12.42%
|
Increased
|
|
|
1931
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$44.7M
|
-$526K
|
6
|
18.67%
|
Reduced
|
|
|
1932
|
Woodson Capital Management
Greenwich,
Connecticut
|
$44.7M
|
+$7.66M
|
1
|
9.18%
|
Increased
|
|
|
1933
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$44.6M
|
+$43.1M
|
6
|
6.3%
|
New
|
|
|
1934
|
JAT Capital Management
Greenwich,
Connecticut
|
$44.5M
|
-$37.8M
|
2
|
8.41%
|
Reduced
|
|
|
1935
|
CastleKnight Management
New York
|
$44.5M
|
-$11M
|
11
|
2.35%
|
Reduced
|
|
|
1936
|
Cantor Fitzgerald
New York
|
$44.5M
|
-$268M
|
5
|
9.13%
|
Reduced
|
|
|
1937
|
Conning Inc
Hartford,
Connecticut
|
$44.3M
|
-$2.76M
|
6
|
1.54%
|
Reduced
|
|
|
1938
|
Jackson Hill Advisors
Houston,
Texas
|
$44.1M
|
-$796K
|
3
|
27.16%
|
Reduced
|
|
|
1939
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$44.1M
|
-$2.02M
|
4
|
15.32%
|
Reduced
|
|
|
1940
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$44.1M
|
+$9.01M
|
10
|
2.24%
|
Increased
|
|
|
1941
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$44.1M
|
-$1.22M
|
6
|
0.53%
|
Reduced
|
|
|
1942
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$44.1M
|
-$2.17M
|
5
|
16.03%
|
Reduced
|
|
|
1943
|
Frank Rimerman Advisors
Palo Alto,
California
|
$44M
|
+$810K
|
10
|
9.19%
|
Increased
|
|
|
1944
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$44M
|
-$338K
|
6
|
15%
|
Reduced
|
|
|
1945
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$44M
|
+$2.14M
|
5
|
8.53%
|
Increased
|
|
|
1946
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$44M
|
-$11.9K
|
8
|
15.91%
|
Reduced
|
|
|
1947
|
Good Life Advisors
Reading,
Pennsylvania
|
$44M
|
+$5.53M
|
7
|
4.35%
|
Increased
|
|
|
1948
|
Chemung Canal Trust
Elmira,
New York
|
$43.9M
|
-$893K
|
5
|
9.08%
|
Reduced
|
|
|
1949
|
GDS Wealth Management
Flower Mound,
Texas
|
$43.9M
|
+$2.47M
|
6
|
5.92%
|
Increased
|
|
|
1950
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$43.9M
|
+$837K
|
7
|
14.6%
|
Increased
|
|
