|
1951
|
Condor Capital Management
Martinsville,
New Jersey
|
$71.8M
|
-$1.2M
|
5
|
5.39%
|
Reduced
|
|
|
1952
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$71.8M
|
-$3.04M
|
4
|
17.25%
|
Reduced
|
|
|
1953
|
Moody National Bank Trust Division
Galveston,
Texas
|
$71.7M
|
-$976K
|
11
|
5.94%
|
Reduced
|
|
|
1954
|
Nelson Capital Management
Menlo Park,
California
|
$71.6M
|
-$309K
|
7
|
7.85%
|
Reduced
|
|
|
1955
|
Crow's Nest Holdings
Richmond,
Virginia
|
$71.6M
|
-$39.5M
|
2
|
21.64%
|
Reduced
|
|
|
1956
|
RMR Wealth Builders
Montclair,
New Jersey
|
$71.6M
|
+$5.98M
|
9
|
4.44%
|
Increased
|
|
|
1957
|
Sendero Wealth Management
San Antonio,
Texas
|
$71.6M
|
-$11.9M
|
7
|
7.12%
|
Reduced
|
|
|
1958
|
Aspiriant LLC
Los Angeles,
California
|
$71.4M
|
+$6.36M
|
9
|
1.76%
|
Increased
|
|
|
1959
|
Toth Financial Advisory
Leesburg,
Virginia
|
$71.2M
|
-$1.56M
|
14
|
6.95%
|
Reduced
|
|
|
1960
|
Inspire Trust Company
Reno,
Nevada
|
$71.1M
|
+$8.42M
|
6
|
9.78%
|
Increased
|
|
|
1961
|
Guardian Point Capital
Charlottesville,
Virginia
|
$71.1M
|
+$6.28M
|
2
|
21.89%
|
Increased
|
|
|
1962
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$71M
|
-$10.5M
|
6
|
11.31%
|
Reduced
|
|
|
1963
|
SimplyRich
Carlsbad,
California
|
$71M
|
+$1.61M
|
7
|
16.63%
|
Increased
|
|
|
1964
|
Stack Financial Management
Whitefish,
Montana
|
$71M
|
+$1.04M
|
3
|
5.54%
|
Increased
|
|
|
1965
|
Stockman Wealth Management
Billings,
Montana
|
$70.9M
|
-$4.16M
|
6
|
7.33%
|
Reduced
|
|
|
1966
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$70.9M
|
-$5.57M
|
7
|
11.56%
|
Reduced
|
|
|
1967
|
Advisory Alpha
Holland,
Michigan
|
$70.8M
|
+$4.61M
|
8
|
1.74%
|
Increased
|
|
|
1968
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$70.8M
|
-$2.82M
|
5
|
6.11%
|
Reduced
|
|
|
1969
|
Community Financial Services Group
Newport,
Vermont
|
$70.6M
|
-$3.21M
|
10
|
10.29%
|
Reduced
|
|
|
1970
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$70.6M
|
+$13.1M
|
7
|
7.89%
|
Increased
|
|
|
1971
|
M. Kraus & Co
Shelburne,
Vermont
|
$70.6M
|
-$327K
|
6
|
18.73%
|
Reduced
|
|
|
1972
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$70.4M
|
+$73.5M
|
6
|
5.73%
|
New
|
|
|
1973
|
Bond Capital Management
San Francisco,
California
|
$70.3M
|
$0
|
1
|
23.05%
|
Maintained
|
|
|
1974
|
Personal CFO Solutions
Chester,
New Jersey
|
$70.3M
|
-$698K
|
12
|
10.16%
|
Reduced
|
|
|
1975
|
Vega Investment Solutions
Paris,
France
|
$70.2M
|
-$3.17M
|
10
|
9.96%
|
Reduced
|
|