|
1926
|
Private Trust Company
Cleveland,
Ohio
|
$56.6M
|
-$1.9M
|
25
|
4.52%
|
Reduced
|
|
|
1927
|
Headlands Technologies
Chicago,
Illinois
|
$56.5M
|
-$31.1M
|
13
|
6%
|
Reduced
|
|
|
1928
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$56.4M
|
-$1.94M
|
5
|
9.47%
|
Reduced
|
|
|
1929
|
Terril Brothers
St. Louis,
Missouri
|
$56.4M
|
+$9.59M
|
5
|
14.54%
|
Increased
|
|
|
1930
|
Simon Quick Advisors
Morristown,
New Jersey
|
$56.4M
|
-$5.15M
|
8
|
2.28%
|
Reduced
|
|
|
1931
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$56.4M
|
-$473K
|
6
|
6.84%
|
Reduced
|
|
|
1932
|
Cambient Family Office
Ada,
Michigan
|
$56.4M
|
-$653K
|
5
|
6.93%
|
Reduced
|
|
|
1933
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$56.3M
|
+$3.12M
|
5
|
8.49%
|
Increased
|
|
|
1934
|
Osprey Private Wealth
New York
|
$56.3M
|
+$2.12M
|
5
|
14.54%
|
Increased
|
|
|
1935
|
|
$56.3M
|
-$4.3M
|
3
|
4.7%
|
Reduced
|
|
|
1936
|
Everhart Financial Group
Dublin,
Ohio
|
$56.2M
|
-$2.56M
|
9
|
3.59%
|
Reduced
|
|
|
1937
|
Clark Estates Inc
New York
|
$56.1M
|
-$3.19M
|
7
|
12.92%
|
Reduced
|
|
|
1938
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$56M
|
-$66.5M
|
1
|
1.88%
|
Reduced
|
|
|
1939
|
Canyon Capital Advisors
Dallas,
Texas
|
$56M
|
+$32.5M
|
1
|
6.35%
|
Increased
|
|
|
1940
|
Pennant Investors
Summit,
New Jersey
|
$55.7M
|
+$9.14M
|
2
|
16.64%
|
Increased
|
|
|
1941
|
180 Wealth Advisors
Federal Way,
Washington
|
$55.7M
|
-$1.23M
|
10
|
5.58%
|
Reduced
|
|
|
1942
|
Coleford Investment Management
Toronto, Ontario,
Canada
|
$55.7M
|
+$17.3M
|
3
|
12.14%
|
Increased
|
|
|
1943
|
Sendero Wealth Management
San Antonio,
Texas
|
$55.6M
|
-$11.6M
|
7
|
5.54%
|
Reduced
|
|
|
1944
|
|
$55.6M
|
-$7.71M
|
2
|
17.91%
|
Reduced
|
|
|
1945
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$55.4M
|
+$338K
|
6
|
3.95%
|
Increased
|
|
|
1946
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$55.4M
|
+$916K
|
6
|
3.29%
|
Increased
|
|
|
1947
|
Personal CFO Solutions
Chester,
New Jersey
|
$55.4M
|
+$454K
|
10
|
8.01%
|
Increased
|
|
|
1948
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$55.3M
|
+$2.16M
|
5
|
2.83%
|
Increased
|
|
|
1949
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$55.1M
|
-$645K
|
6
|
8.63%
|
Reduced
|
|
|
1950
|
Two Star Manager
Miami Beach,
Florida
|
$55.1M
|
-$1.02M
|
1
|
22.3%
|
Reduced
|
|