|
1951
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$8.42M
|
+$332K
|
+2,622
|
+3%
|
|
|
1952
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$8.41M
|
-$1.53M
|
-12,038
|
-13%
|
|
|
1953
|
Clare Market Investments
Dallas,
Texas
|
$8.39M
|
+$709K
|
+5,593
|
+8%
|
|
|
1954
|
MBL Wealth
Charlotte,
North Carolina
|
$8.39M
|
+$832K
|
+6,561
|
+9%
|
|
|
1955
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$8.39M
|
+$9.81M
|
+77,381
|
New
|
|
|
1956
|
Beam Wealth Advisors
Covington,
Louisiana
|
$8.38M
|
-$1.4M
|
-11,067
|
-13%
|
|
|
1957
|
Bey-Douglas LLC
Marietta,
Georgia
|
$8.37M
|
-$92.9K
|
-733
|
-0.9%
|
|
|
1958
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$8.35M
|
+$2.34M
|
+18,485
|
+34%
|
|
|
1959
|
Umpqua Bank
Lake Oswego,
Oregon
|
$8.35M
|
-$109K
|
-863
|
-1%
|
|
|
1960
|
Papamarkou Wellner Asset Management
New York
|
$8.33M
|
-$114K
|
-900
|
-1%
|
|
|
1961
|
Pegasus Asset Management
Montebello,
New York
|
$8.32M
|
+$25K
|
+197
|
+0.3%
|
|
|
1962
|
Napean Trading & Investment Company
Singapore
|
$8.32M
|
-$7.62M
|
-60,117
|
-44%
|
|
|
1963
|
Quantbot Technologies
New York
|
$8.31M
|
-$10.7M
|
-84,325
|
-52%
|
|
|
1964
|
Aviso Wealth Management
Bellevue,
Washington
|
$8.29M
|
-$183K
|
-1,446
|
-2%
|
|
|
1965
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$8.29M
|
+$2.37M
|
+18,695
|
+32%
|
|
|
1966
|
Ransom Advisory
Providence,
Rhode Island
|
$8.27M
|
+$36.1K
|
+285
|
+0.4%
|
|
|
1967
|
Abbot Financial Management
Andover,
Massachusetts
|
$8.26M
|
-$285K
|
-2,250
|
-3%
|
|
|
1968
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$8.25M
|
-$1.09M
|
-8,561
|
-10%
|
|
|
1969
|
Resources Management Corp
West Hartford,
Connecticut
|
$8.24M
|
+$294K
|
+2,317
|
+3%
|
|
|
1970
|
Eagle Strategies
New York
|
$8.24M
|
+$81.2K
|
+641
|
+0.9%
|
|
|
1971
|
Colonial Trust
Spartanburg,
South Carolina
|
$8.24M
|
-$537K
|
-4,238
|
-5%
|
|
|
1972
|
Sawyer & Company
Boston,
Massachusetts
|
$8.24M
|
-$187K
|
-1,478
|
-2%
|
|
|
1973
|
WP Advisors
San Francisco,
California
|
$8.23M
|
+$2.06M
|
+16,214
|
+27%
|
|
|
1974
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$8.22M
|
-$3.69M
|
-29,080
|
-28%
|
|
|
1975
|
Bath Savings Trust
Bath,
Maine
|
$8.22M
|
-$1.23M
|
-9,696
|
-11%
|
|
